Focused financial management insight, expertise and guidance for serious startups

You might have the drive to change the world, but summoning the energy to manage the minutiae of your business's financial affairs can be an unexpected challenge. We understand - it’s not your passion. But it is ours. Providing you with the exactly on-the-ball, experience-built financial management resources you need to achieve your goals is what drives us, and empowers you.

Set yourself up for success

While sorting your growth plan is no doubt top-of-mind, there are myriad other financial management considerations that need to be properly sorted if you are to set your venture up for real long term success.

From compliance and tax to bookkeeping and auto enrolment, we have your back on the details, so you can focus on what really drives you.

Start out right

We can help your venture get off to the best start possible. By evaluating tax positioning, legal exposure and ease of operation we can advise you on the business structuring specifics that best fit your needs.

Aside from company formation we can also assist with determining a start-up budget and working capital requirements, billing and collection procedures, tax-effective office or working space set-up, all of your compliance requirements and more.  

The right data to achieve your goals

The only way to measure your progress meaningfully is to start with the right data. Linking profit with processes enables us to identify operational pinch-points and visualise cost and revenue trends so that you can correct problems before they become serious.

We can also guide you with the relevant legislative insights to maximise your return.

Maintain control

As an entrepreneur it’s easy to get caught up in the thrill of the chase. But sometimes the best calls aren’t the most exciting. Keeping your feet on the ground is our job. Our outsider perspective means we can provide unbiased input into your operations, and we work with you to make sure you have the appropriate controls in place for proper handling of your financial resources.

Effective management of your cash flow is of course fundamental. A cash crisis can be debilitating, and can even kill your dream.

We will guide you in identifying any potential cash shortfalls and help you determine the best remedy.

Tax planning, corporate management and bookkeeping

Apart from the preparation and management of your corporate tax returns and VAT and Companies House compliance requirements, we will review your cloud-based accounts to ensure you pay no more tax than you need to.

We will also proactively recommend tax saving strategies to maximise your revenue and the value of your business, and if required, assist with resolution of HMRC disputes.

Our dedicated cloud-enabled service removes the administrative burden of in-house bookkeeping whilst providing monthly or quarterly management reporting, enabling you to manage your business more effectively every day using accurate, real time information.

The In4orm system does a lot of the day-to-day bookkeeping heavy lifting for you. Use it to manage the submission of all of your VAT returns, corporation taxes, annual confirmation statements and year-end accounts. We provide you with a dedicated, fully certified chartered accountant to manage your account, available (during UK office hours) whenever you need guidance and support.

As you grow, In4orm grows with you, with additional services such as payroll, cash flow forecasting, budget planning and credit control components available as required.

additional Resources and partners


There are numerous government funding options available to startups, but the application processes can be opaque. We have the experience to recommend the schemes to apply for and how to go about it.  


Whether you are at seed, series A or just about to exit, we can assist with managing your investor engagement, including sourcing, proposal preparation and tax planning.


Sometimes the best accounting advice needs a legal perspective as well. We have both internal resources and valued partnerships in place for seamless service.


Marketing is a black art, and while it may come naturally to some, for many it is simply bewildering. Our marketing partners are experienced in helping all sizes of businesses realise their full potential.

A subsidiary of the British Business Bank, Start Up Loans is a government-backed scheme designed to support businesses who struggle to access other forms of finance. We work with them as part of their national network of delivery partners. Find out more here.
A subsidiary of the British Business Bank, Start Up Loans is a government-backed scheme designed to support businesses who struggle to access other forms of finance. We work with them as part of their national network of delivery partners. Find out more here.

3 optimised service packages

FinancIal Director

For focused business owners who want real-time access to the key management metrics so they can make the best business decisions based on the best quality information.

Finance controller

Invaluable quarterly reports to help you manage your business, general advice and we’ll even produce your year-end accounts for free.


For business owners who are looking to undertake their bookkeeping themselves using our recommended cloud based solution.

Subscription to your chosen cloud accounting software
Paperless expense processing
Posting all business bank transactions
Posting purchase invoices, expenses and cash transactions
Credit card transactions and reconciliations
Completing the monthly sales and purchase ledger reconciliations
Completing the VAT reconciliation
Foreign currency transaction adjustments
Maximise your tax deductions
Full management reporting
Debtor monitoring
Completion of VAT returns
Completion of annual accounts
Completion of Corporation Tax Return
Filing of Annual Confirmation Statement with Companies House
Monthly Tax Computations and planning
Quarterly online (‘virtual’) business review meeting
Dedicated qualified account manager
M - Monthly Q - Quarterly

Download our digital booklet for serious startups


get in touch to find out more

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