Sam Heaney

Expertise

Sam specialises in advising small to medium businesses and family groups across a variety of industries.

In an era where businesses face rapid change and increasing complexity, Sam is committed to elevating the role of accountants from compliance professionals to strategic advisors who assist with driving continued growth and innovation. By actively engaging with clients to understand their unique challenges and opportunities, he positions himself to assist with the decision-making process for businesses and family groups.

Sam’s combination of technical expertise and strategic insight allows him to drive business outcomes and deliver exceptional client service. His approach goes beyond numbers, building relationships with internal and external stakeholders to ensure he is approachable and has a thorough understanding of his clients’ goals – both within their business and for their families. This proactive approach not only enhances operational efficiency but also positions Sam and his team as indispensable partners in their clients’ long-term success. They become deeply invested in each client’s journey, offering trusted guidance and support at every stage.

Specialty Areas

• Fractional CFO
• Business performance reporting and management
• Tax compliance and reporting
• Due diligence (buy/sell)
• Business structuring
• Family wealth management

Background

Sam joined Vincents in 2017 as an accountant and worked through to his appointment as Director of the firm in July 2023.

Prior to working with Vincents, Sam worked as a financial controller to a number of business’ before joining a small accounting firm for a number of years.