How We Work for Tech Startup
1
Step 1
When we first sign up with the client
- We set up cloud accounting
- Review the current business process
- Help to prepare a business plan
- Setup cashflow (direct method)
- Setup SEIS/ EIS scheme for UK businesses
- Review share structure
Step 2
At this stage founders will pitch for investments
- We set up cloud accounting
- Review the current business process
- Help to prepare a business plan
- Setup cashflow (direct method)
- Setup SEIS/ EIS scheme for UK businesses
- Review share structure
2
3
Step 3
We start to issue new shares and additional services
- Start to issue new shares and related reporting
- SEIS/ EIS compliance
- Review cashflowReview sales forecast
- Payment services added
- EMI scheme setup for employees
- Manage compliance services
Step 4
Prior to Series A investment
- Tax planning for the founders
- Sourcing funding through R&D
- Another investment round before Series A investments
- Management Accounts
- Manage compliance services
4
4
Step 5
Ready for Series A investment
- New set of business forecast
- Work as outsourced FD
- Manage full finance team
- Help with the company valuation
- Manage compliance services
How we work
Step 1
When we first sign up with the client
- We set up cloud accounting
- Review the current business process
- Help to prepare a business plan
- Setup cashflow (direct method)
- Setup SEIS/ EIS scheme for UK businesses
- Review share structure
Step 2
At this stage founders will pitch for investments
- We set up cloud accounting
- Review the current business process
- Help to prepare a business plan
- Setup cashflow (direct method)
- Setup SEIS/ EIS scheme for UK businesses
- Review share structure
Step 3
We start to issue new shares and additional services
- Start to issue new shares and related reporting
- SEIS/ EIS compliance
- Review cashflowReview sales forecast
- Payment services added
- EMI scheme setup for employees
- Manage compliance services
Step 4
Prior to Series A investment
- Tax planning for the founders
- Sourcing funding through R&D
- Another investment round before Series A investments
- Management Accounts
- Manage compliance services
Step 5
Ready for Series A investment
- New set of business forecast
- Work as outsourced FD
- Manage full finance team
- Help with the company valuation
- Manage compliance services