Katie
Gallagher

WHO I HELP

SME’s. Family-owned businesses. Private equity-backed businesses.

HOW I HELP

Management accounts and reporting. Client Relationship Support. System implementation. Process Automation.

SECTORS / SUPPORT

Technology. Public Sector, Not for Profit. Construction & Property.

“I HAVE SEEN FIRST HAND WHERE PAIN POINTS IN FINANCE TEAMS ARE”

Based in the Glasgow office, Katie Gallagher is an Assistant Manager in our Virtual Finance Function team, supporting a wide variety of SME clients across the technology, property investment and recruitment sectors. With a background spanning both audit and virtual finance, she brings a valuable mix of technical knowledge and hands-on experience to every partnership. Katie works closely with clients to provide timely, accurate management information-whether weekly, monthly, or quarterly-and to support client’s relationships with key stakeholders such as banks and investors. She’s also passionate about helping clients embrace change, guiding them through system updates, implementations and process automation to create more efficient, streamlined finance operations that give client’s confidence in their numbers and the time to focus on what truly matters.

Katie knows that financial information is only useful when it’s meaningful to clients. She takes time to understand each business she works with, tailoring her reports and communication so that every stakeholder-from investor to internal teams-can interpret the numbers easily and make informed decisions with confidence.

UNDERSTANDING THROUGH EXPERIENCE

“Having started my career in audit, I’ve gained valuable experience across a wide range of sectors and worked on-site in many different business environments. This has given me a real understanding of where finance teams often face challenges. I use that insight every day to help clients strengthen their financial processes and make things run more smoothly.

In the Virtual Finance Function team, we aim to feel like an extension of business’s-working alongside their in-house team, adapting to their needs, and ensuring they always feel supported, understood, and confident in the information we provide”.

“ADDING VALUE BY HELPING CLIENTS FOCUS ON WHAT MATTERS MOST”

“For me, building a strong client relationship starts with truly getting to know the person behind the business-their priorities, their challenges, and what really matters to them. When I understand that, I can tailor what I deliver to make their life easier and ensure my support is genuinely valuable.

One of the most rewarding experiences I’ve had was helping a client who had lost confidence after a poor experience elsewhere. By communicating clearly, listening carefully, and meeting a tight deadline, I was able to rebuild their trust. Seeing them feel supported, heard, and confident again was incredibly rewarding.”

MAKING NUMBERS MEANINGFUL

“One of the biggest challenges in my role is ensuring that financial information resonates with everyone who needs it. Different stakeholders often require the same data but interpret it in completely different ways, so it’s important that the numbers are not only accurate but also presented in a format that’s clear and relevant to each audience. I take pride in translating financial detail into insight that truly supports decision-making”.

CLEANING UP MISCONCEPTIONS

“Another misconception I’d love to dispel is that accountants sit quietly behind a desk all day – it couldn’t be further from the truth! Finance is at the heart of every business decision, and I’m constantly engaging with clients and their teams to understand their needs and add real value. I genuinely love those interactions and always go above and beyond to deliver the best possible outcomes for the people I work with.”

LOOKING FORWARD TO THE FUTURE

“I’m excited about the future of finance and the opportunities it brings for businesses. I’m keen to harness AI to automate routine “back room” tasks, freeing up more time to focus on deeper business analysis and strategic insight that can help my clients see the bigger picture. I am also excited to broaden my experience across more industries, bringing fresh perspectives to the work I do for my clients. Above all, I’m committed to continuously developing my knowledge as a young professional, ensuring I can provide innovative, informed, and practical support for my current and future clients evolving needs.”