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How we can serve you

Accounting

Cloud Accounting

Your financial information, in real time, available anywhere, delivered by secure, world-class cloud accounting software houses

Lean Process

Accounts payable, automated from purchase to payment approval

Compliance

Statutory accounts, VAT, corporation tax and director’s personal tax filings. HMRC compliant record keeping in the cloud

Finance

Relational Finance Partner

Professional accounting and finance support available when you need it

Insight

No more spreadsheets. Key indicators and alerts tailored to your business through live dashboard reporting

Cashflow

Be the master of your debtors and gain access to rapid short-term financing

Advisory

Scale

A scalable finance service that can grow with your business

Growth

Support for your growth plans, fund raising rounds and development of robust and defensible business plans

Resilience

Develop internal finance infrastructure which is fit for purpose

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How we deliver

CFO Startup

All of the essentials for new startups

Accounting & Finance

An optimised cost service while you launch your business

Setup

Company incorporation, registration for corporation tax and VAT, preparation of cap tables as needed and appointment as your agent.

Advisory

Additional services for your pre-funding or early growth stage

Quarterly Review

Review meetings with a qualified accountant to discuss financial performance, progress in funding and business development.

Accounting

Self-service cloud accounting platform, along with small payroll, quarterly VAT returns and agent correspondence. Book-keeping automation software as required. All for a manageable monthly fee.

Structural Planning

Preparation for future developments, including registration for SEIS/EIS, R&D tax credits and other taxation planning.

Filings

Preparation of statutory accounts and corporation tax return on first-year anniversary, along with directors’ personal tax returns. One-off payment or spread the payments in your monthly fee.

Fundraising

Support for your fundraising plans, including review of financial assumptions, preparation of business plans, coaching for pitch meetings and acting as your advocate with investors.

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CFO Source

Outsource your finance function with our powerful suite of core services supported by our partnership model

Accounting

Accounting Service

We deliver an outsourced accounting service tailored to your requirements and agreed service levels covering accounts payable, accounts receivable, bank control and VAT.

Finance

Insight

Leading integrated insight tools help to deliver complex analysis, KPIs, cashflow forecasting and real-time alerts.

Management Accounts

Preparation of regular management accounts, including commentary, key indicators and financial statements.

Liquidity

Rapid short-term liquidity and financing through our funding hub, with access to asset finance, invoice finance, trade finance,working capital liquidity, property finance and merchant cash advances through a panel of lenders.

Finance Partner

We consolidate all of the insights from this powerful suite of services and work with you as your finance partner to give you timely information to improve business performance.

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CFO Advisory

Bridge the gap from Accountant to CFO by personal support from a qualified CFO

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Exco/VC attendance

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Budgets and financial planning

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Fundraising & Introductions

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R&D and capital allowances

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SEIS / EIS

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All delivered through the framework of the Global Management Accounting Principles

Interested? Let's start the conversation ...

Book a free review call now...