How it works.

I join your team as the person who runs finance. Here’s what that looks like, from the first call to a normal month.

From yes to running smoothly.

What happens between saying yes and a month that runs on its own.

What happens between saying yes and a month that runs on its own.

First weeks

Set up

Access to your systems and channels. I set up what’s missing, tidy what needs it, and tell you what I’ve found.

First month-end

First month

The first monthly pack, a runway everyone agrees on, and the first investor update if you send one.

After that

Running on its own

It runs to a timetable that suits you, and your time goes on the decisions rather than the admin.

A normal month.

The same rhythm every month, so you always know what’s coming.

The same rhythm every month, so you always know what’s coming.

01

Close

The close

The close

Books closed and reconciled, payroll checked and VAT prepared when it’s due.

Books closed and reconciled, payroll checked and VAT prepared when it’s due.

02

Report

The monthly pack

The monthly pack

Profit and loss against budget, cash and runway, with the changes explained and a short review together.

Profit and loss against budget, cash and runway, with the changes explained and a short review together.

03

Pay

Payments and cash

Payments and cash

Payments prepared for you to approve, and cash checked against the forecast.

Payments prepared for you to approve, and cash checked against the forecast.

04

Share

Board and investors

Board and investors

The board pack and investor update, ready before you need them.

The board pack and investor update, ready before you need them.

05

Decide

Decisions

Decisions

Hiring, pricing, contracts and spend, talked through with the numbers to hand.

Hiring, pricing, contracts and spend, talked through with the numbers to hand.

How we work together.

Set up so the finance is yours, and the work never depends on what’s in my head.

In your channels

I join your Slack or Teams and your finance inbox, so questions go where they normally would.

In your systems

Your software, bank feeds and payroll stay in your name. I’m a user, so nothing is locked in with me.

Clear scope

What’s included is written down. Anything extra is agreed and priced before it starts.

Documented

Each client’s processes are written up, so the work is never a black box.

Where your accountant fits.

Your accountant keeps the statutory work. Everything else runs through me, and they get clean records all year.

Your accountant keeps

Year-end statutory accounts

Corporation tax return

Filing your R&D claim

Companies House filing

I handle

Bookkeeping and reconciliations

Payroll and VAT

Supplier payment runs

Invoicing and credit control

Monthly management accounts

Cash, runway and forecasting

Investor and board reporting

The numbers behind your R&D claim

What I need from you.

Very little, and most of it only once.

An hour at the start

A walk through the business: how it makes money, what’s coming up, and what’s been bothering you.

Access to your systems

Accounting software, bank feeds, payroll and your finance inbox, added as a user.

An introduction to your accountant

So year-end runs smoothly and nothing falls between us.

Who it’s for.

And who it isn’t. Better to know before the first call.

A good fit

Funded UK start-ups, from the first raise onwards, with investors who expect regular numbers. Founders who want a view on what to do next, not just the accounts filed.

Not the right fit

Businesses that only need a year-end accountant, or that already need a full-time finance team in the office every day. If that’s you, I’ll say so on the first call.

Opening next year.

Register interest and I’ll be in touch when it opens.