Personal account manager

A named accountant who knows your business inside out. Consistent, personal support from your dedicated account manager at striveX.

No jargon. No pressure. Just expert advice to help your business move forward with confidence. Get in touch today or apply to become a client.

Your Own Dedicated Accountant Who Understands Your Business

At striveX, we believe that great accounting is built on relationships. That is why every client is assigned a dedicated account manager who serves as their primary point of contact. Your account manager gets to know your business, your goals, and your challenges, providing consistent, informed advice that evolves with you.

Why a Dedicated Account Manager Makes a Difference

Many accounting firms rotate work between anonymous teams, meaning you never speak to the same person twice. This might be efficient for the firm, but it is frustrating for you. Every call requires re-explaining your situation, and no one ever develops real insight into your business.

At striveX, our dedicated account manager model ensures you work with the same qualified accountant consistently. They know your history, understand your sector, and anticipate your needs. When you call, you speak to someone who can answer your question without transferring you or digging through files.

This model is particularly valuable for growing businesses. As you scale from £1m to £15m turnover, your accounting needs become more complex. Having a dedicated account manager who has been on the journey with you means advice that is informed by context, not just current data.

Tell us a little about your business and goals, and we’ll review whether StriveX is the right fit for your next stage of growth.

What Your Dedicated Account Manager Provides

Your dedicated account manager is your single point of contact for all accounting, tax, and advisory matters. They coordinate every aspect of our service on your behalf.

1. Consistent relationship:

You have one named accountant who knows your business, your preferences, and your priorities. No re-explaining, no handovers, no surprises.

2. Proactive advice:

Your account manager monitors your position throughout the year, flagging opportunities and risks before they become urgent. They do not wait for you to call with a problem.

3. Strategic support:

Beyond compliance, your account manager provides business advice, from cash flow planning to growth funding, drawing on the full expertise of the striveX team.

4. Coordination of services:

If your business needs additional services, such as payroll, VAT, or company secretarial support, your account manager coordinates these internally, ensuring seamless delivery.

5. Annual review meetings:

We schedule regular review meetings to discuss your financial performance, upcoming changes, and strategic priorities. These meetings ensure we stay aligned with your goals.

6. Accessibility:

Your account manager is available by phone, email, and video call. We respond promptly to queries and schedule meetings at times that suit your calendar.

Yes. Your dedicated account manager is assigned for the long term. They build deep knowledge of your business and remain your primary contact unless you request a change.
We have a structured cover system. When your account manager is away, a qualified colleague who is briefed on your account handles any urgent matters. Nothing falls through the cracks.
Absolutely. Your dedicated account manager provides strategic advice on cash flow, growth planning, tax efficiency, and funding. They bring in specialist expertise from across the striveX team when needed.
You can call, email, or video call your account manager. We use Microsoft Teams and cloud-based client portals to share documents and communicate securely.

1

Enquire Today

Complete our short enquiry form so we can understand your business, goals, and support requirements.

2

Get Assessment

We assess your details to understand the best route and whether StriveX is the right fit for your needs.

3

Connect to Expert

If striveX is the right match, we’ll arrange a consultation; if not, we’ll connect you with a trusted partner.

4

Get Started

Once approved, we’ll guide you through onboarding and put the right support in place for your business.