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How We Work for 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

Bookkeeping Services

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

Let’s work together!

Contact us
Book a meeting

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