Finance & Accountancy
Bookkeeping, management accounts, payroll, tax planning and investor-ready models, the numbers you need to run the business and raise capital.
Book a consultation for this practice.
Scope the engagement with an operating partner, in under 30 minutes.
Book a ConsultationNumbers you can actually decide with. We install clean cloud bookkeeping, close the books every month, run payroll and tax planning, and prepare the financial statements, models and pitch decks that investors, lenders and boards expect from a serious business.
Sound familiar?
- Books behind and untrusted
Accounts that are months out of date and don't reconcile to reality.
- No visibility into cash
Founders guessing at runway, margin and unit economics.
- Reactive payroll & tax
Deductions filed late, staff underpaid, penalties accumulating.
- Not investor-ready
No model, no cap table, no data room when the right conversation opens.
Methodology
Our approach is deliberately sequential. We diagnose the practice against how your business actually operates today, design a plan that fits the stage you're in, and deliver in tight iterations with a single accountable partner. Every engagement is scoped around named outcomes, not billable hours, so decisions are made against deliverables, and the work is auditable at every milestone.
- 01Diagnose
Audit the current stack, chart of accounts and last 12 months of data.
- 02Design
Rebuild the chart, close policy and reporting routine.
- 03Deliver
Close the first month, run payroll, publish the pack.
- 04Sustain
Monthly close, quarterly board pack, annual audit support.
Expected timeline
Most finance & accountancy engagements run on a 90-day operating approach. Weeks 1–2 are spent diagnosing the current state and aligning on the target outcome. Weeks 3–6 focus on design, building the plan, structures and instrumentation. Weeks 7–12 are delivery, where we execute alongside your team and hand over a working system. Longer or lighter engagements are shaped in the discovery call.
Audit, interviews and gap analysis.
Plan, structure, instrumentation.
Execution and handover.
Target deliverables
You walk away with a concrete stack of working artefacts, not a slide deck. Everything below is scoped, dated and owned before the engagement kicks off.
- Cloud bookkeeping setup
Chart of accounts, integrations and training on a modern accounting stack.
- Monthly close & management accounts
Reconciliations and a pack you can decide with: P&L, balance sheet, cashflow, KPI commentary.
- Budgeting & cash flow
Annual budget, rolling cash flow forecast and a runway view you can trust.
- Payroll & tax planning
Payroll processing, statutory deductions and a tax calendar planned rather than reacted to.
- Financial statements
Year-end statements prepared to standard and ready for audit, lenders or investors.
- Models & pitch decks
Projections, unit economics, cap table and investor decks that stand up to diligence.
- Books closed by the 10th of every month
- Cashflow you can actually forecast
- Tax planned, not discovered
- Investor-grade model on the shelf
- Payroll that never surprises anyone
Answers, up front.
What this looks like in practice.
18 months of spreadsheet accounting migrated to a clean cloud ledger with a monthly close routine.
Financial statements and projections prepared for a working capital facility application.
Unit economics rebuilt product by product, exposing two loss-making lines.
Continue exploring.
Let's move on finance & accountancy.
Start the 2-minute onboarding, tell us about your business and we'll come back with a scoped plan for this practice.
