Specialist Financial Advisory

The financial
partner for
supported living

Not just an accountant. A finance partner who understands your sector — the pressures, the funding models, and the decisions that determine whether your business grows or stands still.

Specialist UK-wide · Based in West Sussex · Fully remote capable
The Problem
Most supported living operators are managing their finances reactively
No scheme-level visibility. No forward cashflow. No exit plan shaping the decisions being made today.
Our Approach
Connected Advice™ — One Vision. One Plan. One Team.
Compliance, growth strategy, and family wealth — joined together into one coherent picture.
Our Standard
Financial partner, not just accountants
CQC-aware. HMRC-fluent. Sector-specific from day one — not a generic firm with a sector page.
Who We Serve

Built for operators
who carry real responsibility

You don't need to be in difficulty to benefit from better financial leadership. Most clients come to us because they want clarity before consequences arrive.

Multi-Site Providers

You've built something real. Now the numbers are getting complex and you need a finance partner who understands scheme-level viability, void management, and the agency-to-employed ratio question.

Scaling Operators

You need a fractional FD, not just an accountant. Cashflow forecasting, funder management, acquisition due diligence, and a board pack that drives decisions — not just records them.

Family-Run Businesses

Built over years, often by one or two directors. Real responsibility — for the business, its staff, and the people in your care. You need someone who joins up compliance, profit extraction, and your family's long-term financial plan.

Compliance-First Leaders

You know CQC compliance is critical but you feel your accountant doesn't truly understand the sector's specific funding structures, VAT complexity, or employment cost pressures. You want a specialist, not a generalist.

Planning for Exit

You're 3–7 years from a planned sale or succession. The sector is consolidating. You want to know what your business is worth, how to structure for maximum value, and how to extract profits tax-efficiently in the meantime.

Acquisition-Minded Operators

You're experienced and looking to acquire additional properties or an existing business. You need due diligence, valuation, deal structuring — and someone who understands the supported living sector specifically.

The Three Pressures

Packages.
People.
Property.

Every supported living business is shaped by three financial forces. Most accountants don't understand any of them in depth. We've built our entire service model around all three.

Understanding how Packages, People, and Property interact in your specific business is the foundation of everything we do — and why no generalist firm can serve you as well as a specialist who lives and breathes this sector.

P
Pressure 01
Packages

The contracts and rates made available by local authorities for care delivery. Your hourly rate is the single biggest income driver in your business — and most operators don't know if their packages are profitable at scheme level until it's too late to renegotiate.

  • Package-level profitability analysis — by scheme, by contract
  • Local authority rate negotiation support and financial modelling
  • Fee gap security — knowing when a contract isn't worth renewing
  • Rate per hour benchmarking against sector norms
  • Timing your reviews to align with the LA financial year
P
Pressure 02
People

Your staff resourcing profile — the ratio of employed to agency — is a financial lever most operators pull reactively. In supported living, continuity of staff matters more than in community care. The financial and employment tax implications are significant and immediate.

  • Employed vs. agency ratio modelling and cost optimisation
  • NLW and total employment cost forecasting
  • National Insurance and employer tax change planning
  • Auto-enrolment compliance for complex, multi-site rosters
  • Payroll architecture that scales as your team grows
P
Pressure 03
Property

Fixed-location care means voids matter enormously. A five-bed property with one vacancy doesn't just lose that revenue — it can undermine the financial case for the entire operation. Property structure and tax planning are consistently the most overlooked part of the picture.

  • Void impact modelling — occupancy break-even by property
  • Rent-to-turnover ratio benchmarking
  • Property holding structures and VAT on mixed supply
  • HMO tax structures and capital allowances
  • Lease vs. own analysis and funder-ready property financials
What We Deliver

Two sides.
One integrated service.

Supported living operators need two things from a finance partner. We deliver both — not as separate offerings, but as one joined-up relationship.

1
First Value Proposition
Outsourced Finance Administration

The day-to-day financial operation of your business — banking, supplier management, payroll, process, reporting, and communications. Operators don't want to do it. Internal hybrid staff can't do it well at scale. RDA has built a scalable, clean delivery method for exactly this — so your team focuses on care, not paperwork.

  • Banking and supplier payment management
  • Payroll processing, RTI submissions, and PAYE compliance
  • Purchase ledger and accounts payable
  • Monthly management accounts and financial reporting
  • Cash management and payment scheduling
  • Communications with HMRC, funders, and lenders
  • Process design and financial controls

Your finance function — without the headcount

2
Second Value Proposition
Outsourced Strategic FD

High-quality, comprehensive financial director thinking — at a fraction of the cost of hiring one full-time. We bring board-level financial leadership to supported living operators who need strategic oversight, not just compliance delivery. The thinking you need, when you need it, without the overhead you don't.

  • Fractional CFO — strategic oversight and financial leadership
  • 13-week rolling cashflow forecasting and scenario modelling
  • Scheme-level profitability analysis and contract review
  • Board pack preparation and management information
  • Tax Smart Bridge™ — structured profit extraction planning
  • Business Sale Framework™ — exit preparation and valuation
  • Acquisition support, due diligence, and deal structuring

FD-level thinking — without the FD salary

Our Services

Three pillars.
One connected plan.

Every service we provide sits within a single, joined-up advisory relationship — compliance, growth, and family wealth working together.

01
Compliance & Confidence
Stay audit-ready. Stay stress-free.
  • Annual accounts and statutory filing
  • Corporation tax and personal tax returns
  • Payroll — PAYE, RTI, auto-enrolment
  • VAT compliance including mixed supply and exempt care
  • CQC financial compliance support
  • Director loan accounts and profit extraction
  • Bookkeeping and management accounts
02
Smart Growth & Structure
Build a stronger, more profitable business.
  • Fractional CFO and strategic FD services
  • 13-week cashflow forecasting and funding strategy
  • Scheme-level profitability analysis
  • Management information and KPI dashboards
  • Tax Smart Bridge™ — efficient profit extraction
  • Bank covenant reporting and funder management
  • Acquisition support and due diligence
03
Family-First Freedom
Protect your legacy. Plan your future.
  • Succession planning and ownership transition
  • Business Sale Framework™ — preparation to completion
  • Family Transfer Bridge™ — tax-efficient transfer
  • Exit planning and business valuation
  • Personal tax planning for directors
  • Wealth extraction and pension structuring
  • Property holding structures and IHT planning
Why RDA

Not a generic
firm with a
sector page

Most accountants serving this sector understand compliance. Very few can join your compliance, growth strategy, and personal financial planning into a single, coherent plan — and almost none speak the language of supported living the way we do.

"No jargon. No silos. No referrals to someone who doesn't know your business."
The RDA Standard — Connected Advice™
01

Genuine Sector Knowledge

We understand Packages, People, and Property — the three financial forces that define profitability in supported living. This isn't a template we apply. It's sector-specific expertise we've built deliberately.

02

Connected Advice™ Model

One Vision. One Plan. One Team. Your compliance, strategic FD advisory, tax planning, and succession plan are built together — not managed separately by people who never speak to each other.

03

Two-Sided Delivery

The only firm in this sector offering both outsourced finance administration and outsourced strategic FD services as one integrated engagement. You get the full finance function — without the full-time cost.

04

Plain English. Always.

Our standard is simple: if a supported living operator running their first scheme wouldn't understand it instantly, we rewrite it. Numbers are only useful when they drive decisions.

05

Proprietary Frameworks

Tax Smart Bridge™, Business Sale Framework™, Family Transfer Bridge™ — structured tools built for owner-managed businesses in regulated sectors. Not theory. Execution built around your timeline and your family's future.

06

Fixed Fees. Scoped in Advance.

Everything is agreed before we start. No hourly billing, no unexpected invoices at year end. You know exactly what you're paying and what you're getting — from day one.

One Vision · One Plan · One Team
Compliance & Confidence
Smart Growth & Structure
Family-First Freedom
Start the Conversation

One call.
Complete clarity.

Tell us about your business and we'll arrange a free, no-obligation discovery call. No sales pressure. Just an honest conversation about where you are and what a real finance partner could change for you.