When Your Tech Firm
Needs A Helping Hand

Trust our financial expertise to help you reach your goals

However you choose to shine, our services give you reassurance and peace of mind

What do you need help with?

I want to sort out my personal tax

Get help with your tax affairs so that you file the right returns

I need help with my company tax

Make sure your business finances are in order with our help

I’m trying to grow my tech business

Check out our scaling services for growing technological firms

I am trying to
secure funding

Get all the advice you need about attracting new investment

Where you’re at

You're a starter

You may be planning to start a tech business, or in the very early stages of operation. You can see already there is so much to learn about tax, compliance, reporting, and other areas of finance that all small businesses need to know about. 

With our expertise and experience, we can work with you to ensure you build a solid launchpad that enables your business to move forward confidently in its early days. 

Scaling up

Even if you have an established business that is growing as you planned, there are still many financial challenges to overcome. How can you secure new funding? How can you ensure you maintain your profit margins? 

With our advice, and our expert assistance, you can ensure the financial side of your business is working well as the company grows, leaving you to focus on your products and services.

Full CFO

Your tech business has reached the stage where you need the assistance of a Chief Financial Officer. We can replicate that role either virtually or as a regular part of your team.

We will deliver a full suite of the services you would expect from a CFO, ensuring your finances are working to support you as your business progresses towards ever greater success.

our services

What’s included in our main packages?

We understand every company is different, and all our packages are bespoke. However, the types of services you can expect will include the following:

Starters

You may need help with some, or all, of these functions as you plan your exciting new business:

• Accounting services – Production of annual accounts
• Taxation services – Corporation tax and VAT
• Bookkeeping services
• Software subscription services – Cloud Accounting and Receipt Management
• Payroll services
• Other services – HR, legal and safety insights
  

Scaling Up

As well as the services we offer to start-ups, the following are available to growing businesses:

• Reporting services – Quarterly financial and management reporting
• Payroll services – Auto enrolment and pension contributions
• Advisory services – Selection of virtual CFO advisory services
  

Full CFO

When your company reaches the point where it requires the attention and assistance of a senior professional, add these services:

• Accounting services – 60-month cash flow and profit forecasts updated each reporting period
• Reporting services – Financial and management reporting
• Advisory services – Full virtual CFO advisory services
• Other services – Company secretarial and registered office
  

We Also Offer

service add-ons

Whatever services you need, and whatever stage you are at, in the tech space, we are here to provide them

Add-ons

You may require some or all of the following for your tech business:

• Training services – Software set-up and training
• Other services – Company formation, advanced company secretarial
• Company taxation services – IOSS monthly returns, EIS or SEIS services, advanced corporation tax capital allowances, special scheme VAT, R&D tax claim, UK tax planning and advice
• Personal taxation services – Register trust with HMRC, trust and estate tax return, small sole trader accounts, personal tax returns, planning and advice

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