Services Businesses
PR agencies, studios, consultants, practices.
You're brilliant at what you do — you need a finance partner who keeps pace with you. We give services businesses real-time numbers, stress-free compliance, and the commercial analysis to make better decisions faster.
"Real-time numbers, zero-stress compliance, the analysis you need to make better decisions."
Always ambitious.
SME Companies
Technology, distribution, hospitality.
You've scaled past startup, and now you need finance that scales with you. Our shared CFO model gives growing businesses the detailed, segmented reporting and forward-looking analysis to stay in control.
"Timely reporting, forecasting and analysis to understand your business."
Scaling fast.
Holding Companies & Investors
Multiple entities, cross-border structures.
Complex consolidations. Overseas shareholders. Multicurrency. You need a finance team that can match your complexity — and thrive in it. We specialise in structures that make other firms nervous.
"Cross-border entities, multicurrency accounts, no problem. We manage the complexity."
Clear reporting.
Solo Founders & Micro-Businesses
Consultants, therapists, coaches, creatives.
You're building something that matters, and you need a partner who's easy to reach and actually knows your business — not just your invoice number. Think of us as your dedicated bookkeeper and business brain in one.
"Your dedicated bookkeeper and business brain in one."
In your corner.
Who We Work With
We Work With Businesses That Mean Business.
Our clients are ambitious, dynamic, and done with generic accounting services. Whether you're a solo founder or a complex holding group — if growth is the goal, you're in the right place.
What Our Clients Say
Long-term partners.
Serious results.
From solo founders to global holding groups — here's what it actually looks like to work with Stepping Stone.
We've been fortunate to have a great partner in Stepping Stone from the get go, who have been instrumental in helping us turn an idea into a funded and fast growing business. In addition to providing holistic accounting and finance support, they are a great sounding board across the business. We also would not have been thinking about new export markets so early without their insights and know how.
Luke Mackey
Co-Founder
Yonder
Stepping Stone's deep expertise in Spotlight Reporting has helped us deliver real-time consolidated monthly group reports in a largely automated way — saving us many hours in what was previously a manually intensive process. Their training and support is first class and has enabled us to spend more time on analysis and business support. We continue to work closely with Stepping Stone in now implementing Spotlight for our forecasting processes.
Colin Purchase
Group CFO
UFIT
When we are bringing international clients to Asia, it is imperative we have a highly dependable and trusted partner for company set-up, banking, and employee migration matters. This is why we partner with Stepping Stone. Our business involves a huge amount of travel, and the team have been great in embedding simple processes and mobile technology to ensure our expense processing and monthly accounts just happen every month.
Steve Dawson
Managing Director
Asia Market Entry
It's a challenge to start and run your own business, even more so when it's a global one. Stepping Stone have and continue to provide us great support way beyond accounting and compliance — in areas from online financial operations and commercial agreements to intellectual property and investment.
Patty Lee
Founder and MD
Orbit Health
Stepping Stone have transformed our financial reporting in Xero. They quickly brought in Float and we had a weekly cash flow review — whether drilling into major AP & AR items or planning for the medium and long term. With their expertise, Stepping Stone have given me an understanding of my cash position and an ability to plan my business that I've never had before.
Will Forwood
Managing Director APAC
Merx Construction Management
Having used Stepping Stone for a number of years, I have found them to be extremely professional, knowledgeable and deeply attuned to the needs of our niche business. Any queries are met with timely and practical solutions. They manage all our accounting and compliance requirements, which allows me to focus on managing and growing the business. A fantastic partner — full stop.
Kate Williams
Director
Cultivate
Featured Client
"The CFO services provided by Stepping Stone have truly transformed our business. More importantly, their staff have become an integral part of our team — tackling complex business transformation challenges, designing improved processes, and ensuring they stick. Our reporting capabilities are now impeccable, and the insights they bring are indispensable. Without Stepping Stone, our business would be far less successful than it is today."
Sound Like You?
Let's talk about what Stepping Stone can do for your business specifically.
Get in Touch