Our services would typically benefit technology startup companies who are currently using an external accounting provider but are not yet ready to recruit a full time CFO. We bridge the gap by effectively providing the service you would expect from a CFO plus a full finance department but scaled down for your needs.

 

Areas of support


- Accounting -

We run all your accounting functions remotely (Xero)
Accounts payable administration
Light-touch expense claim processing (Receipt Bank)
Accounts receivable management and credit control
VAT/Corporation tax/Statutory accounts (IRIS)

- Back-office support -

Payroll set-up and management
HR set-up/ administration
Share option administration and reporting

- Planning/reporting -

Annual budget process
Quarterly forecasting
Consolidation
Investor and parent company reporting

- CFO level support -

Accounting system process review, recommendation and implementation
Tax optimisation advice
Fundraising support
Cap table design and maintenance
Due diligence on M&A


Our commitment to our clients


- Access - 

We will not take on more clients than we can handle so that we can guarantee a high level of personal service for each.

- Continuity - 

We want to be considered as part of your team rather than a one-off project.

- Flexibility - 

When you are ready to build a permanent finance team, we can step aside and manage a seamless handover. 


Fee structure


Monthly fixed fee depending on the level of service required.

Basic (bookkeeping/ statutory compliance) : £500 - £1,000/month

Intermediate (basic + management accounts, exec decision support) : £1,000 - £2,500/month