Owner Managed Businesses

We are one of the leading auditors of Owner Managed Businesses in the South West*

As an ambitious OMB ourselves, we know firsthand the unique needs and challenges OMBs face, because we are one. Following another successful year of our “Better Growth” strategy, we are in a unique position to share relevant insights and strategies that empower OMBs to thrive in an increasingly complex financial landscape.

A new survey of 276 UK owner-managed businesses highlights mounting pressures on the sector. Rising costs, inflation, supply chain disruption and regulatory uncertainty are all holding back investment and growth.

Want to see more of the data and insights? Click below to explore the findings and get the full picture.

Bishop Fleming’s presence across the South West and West Midlands is reflected in the strength of our partnerships with owner-managed businesses. Our longstanding relationships with OMBs on the Insider South West’s Top 100 and SoGlos Top 100 Businesses in Gloucestershire lists showcase the value we bring as trusted advisers and strategic partners.

Supporting your business at every stage

We understand that owner-managed businesses go through various stages in their lifecycle, each with its own financial challenges. That’s why we provide comprehensive accounting services tailored to your specific needs, wherever you are on your business journey.

Bishop Fleming Owner Manages Business graphic

Discover how we can assist your business at every stage of its journey:

Starting a new business is exciting but can be overwhelming. We offer the following services to help you at this stage:

Strategy and structure
Management Information and Cloud accounting
Compliance
Finance and fundraising

As your business begins to expand, we provide the following services to support your growth:

Once your business has stabilised, we continue to be your trusted advisor:

When it's time to exit your business, we're here to guide you through a successful transition:

Our owner-managed business clients operate in all our core sectors including; Automotive, Charities and Not For Profit, Education, Energy, Renewables and Natural Resource, Financial Services, Food and Drink, Healthcare, Housing Associations, Hospitality and Leisure Manufacturing, Private Client, Professional Services, Public Sector, Real Estate and Construction, Technology, Media and Telecommunications, and Transport and Logistics.

Owner-managed businesses love working with us because we understand the unique needs and ambitions that come with running a business. As an owner-managed business ourselves, we are your partners in financial success.

Don't just take our word for it:

“I am delighted to be listed in the OMB 100 rankings and have made the Top 40 this year. Our growth is truly a testament to the focus we put on providing excellent customer service. We have been with Bishop Fleming for several years now and they came highly recommended. We have found them to be highly professional, knowledgeable, and very attentive to our needs, with timely and accurate advice and an efficient audit and tax service. They have a wide spectrum of specialisms and genuinely act as a true partner to the business and add value to support our business goals.”

Owner and Managing Director, Kevin Murray, Murray VW Group

“We moved to Bishop Fleming in 2018, seeking a larger, well-respected accountancy firm, and they came highly recommended. Since then, they've guided us through restructuring, relocating, and building our current facility, always providing exceptional advice under Dan White's leadership. Olivia Mears handles our day-to-day matters with professionalism, and other departments have supported us on specific accounting and tax issues. Across the board, their team demonstrates decency, honesty, and a personable approach, making them a pleasure to work with.”

Nathan Hopper, Simply Kitchens UK Ltd

“We began working with Bishop Fleming several years ago to support us with reorganising and growing our business. They have also been attentive to our needs, providing timely and accurate advice and efficient audit and tax service. They partner with us to support our business goals and build a long-term relationship that is based on openness and honesty. I am very pleased with the consistently professional service we get from working with their team and would definitely recommend their services.”

Indrani Keeley, Finance Director, Lancer Scott

“There are many good reasons why we have been a client of Bishop Fleming for over 5 years. Bishop Fleming has catered to our different needs as we have grown as a business, from bookkeeping to full accounting services. They also have a responsive, helpful and friendly team.”

Binit Group Limited

“Looking ahead to the next decade at TEC Construction, it is reassuring that Bishop Fleming has the expertise to manage our current size and the capacity to support our growth. We can thoroughly recommend Bishop Fleming to new and established businesses of all shapes and sizes.”

Tony Carson, TEC Construction

“We’re delighted to finalise our latest strategic acquisition, which aligns with our long-term growth plans. This was a complex transaction, and we’re grateful to Tim Godfrey and the Bishop Fleming healthcare team for their expert advice, responsiveness, and commercial understanding throughout the process. Having Bishop Fleming onboard to act on our behalf was a real asset to the transaction.”

Rajan and Neena Gupta, Owners, Amaya Care Homes

“More than anything, we see Bishop Fleming as a key partner in Joiin’s next phase of growth. Whether we’re expanding our customer base, exploring future investment, or preparing for a potential exit, they’re the team we’ll turn to for strategic advice. Our relationship is exactly what we hoped for in a true advisory partner.”

Lucien Wynn, CEO & Co-Founder of Joiin

“Trish has been absolutely brilliant in guiding me through Xero, patiently answering every question—no matter how simple or complex—with calm clarity. The service we receive from everyone at Bishop Fleming is consistently helpful, professional, and tailored to our needs. Despite being a large firm, you make us feel truly valued—like we’re your only client.”

Dr Greg Pepper and Mrs Bina Pepper, Dr Pepper’s Care Corporation Limited

“From the very first conversation, Tim has been engaged, curious, and genuinely interested in understanding my plans for my company. He’s approachable, responsive, and a real problem-solver. Knowing he’s backed by a wider team of specialists at Bishop Fleming gives me real peace of mind - I know both my business and personal accountancy interests are in safe hands. I wouldn’t hesitate to recommend them.”

Umbreen David, Managing Director, Hoama Group

“Working with Steve and Molly on this year’s audit has been a very positive experience. They were not only thorough and professional, but also approachable and easy to work with. Questions and queries were answered in a timely manner and we were really grateful for an audit team that had sound industry specific knowledge which aided the audit process. They made what can be a stressful process feel straightforward and manageable.”

Gavin Reeves, Finance Manager, South West Care Homes

“We’ve been with Bishop Fleming for a number of years now and they’ve been absolutely brilliant. The service we get from everyone is always impeccable, and having a trusted team looking after our accounts really takes the stress out of that side of the business. We genuinely look forward to our meetings with John and Olivia, and the support and advice they’ve given us has made a real difference to our business. They’ve most definitely been a big part of our growth and success, and we can’t recommend them enough.”

Chris Coe, Operations Director, Telecoms Advisor Limited

We know that running a business is your passion, but the challenge of managing finances and the complexity of compliance, tax liabilities and other specialist areas is where we can help.

Let us handle the numbers so you can focus on what you do best – growing your business.

Insight Series

Adapting to challenges as an OMB

Our insight series explores key strategies for owner-managed businesses to thrive in a changing world, tackling economic uncertainty, operational agility, cost pressures, workforce challenges, and global influences.