Startups & Investment
Pre-seed to Series A founders, with the EIS / SEIS, R&D and Innovate UK plumbing that comes with the territory.
Pre-seed through Series A founders building genuinely novel products — software, hardware, biotech, climate tech. The financial machinery that comes with growth-stage funding is its own world: EIS / SEIS advance assurance, monthly investor reporting, R&D claims that survive HMRC scrutiny under the merged scheme, and grant accounting where the auditor reads every invoice. We’ve walked the route enough times to know which corners get cut and which never should be.
The shape of a
year with us.
Monthly: management accounts pitched at board level — runway, burn, headline KPIs, and the cash plot every investor will ask about. Quarterly: R&D activity captured contemporaneously, not reconstructed at year-end. Annually: the corporation-tax return with the R&D claim filed properly under the merged scheme, grant accounting reconciled, and an investor-ready set of accounts that matches the management view.
The mistakes a
generalist misses.
Each is something we’ve seen multiple times in inherited engagements — and something we now check for as a matter of course.
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N° 01
R&D claims written months after the fact, with engineers reaching for memory rather than commit history — HMRC enquiries land hardest on these.
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N° 02
EIS / SEIS qualifying conditions silently breached by a director loan, an unconnected revenue stream, or a share-class structure that didn’t survive a Series A. Advance assurance only protects what was disclosed.
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N° 03
Innovate UK grant claims treated as revenue at receipt — they aren’t; they’re deferred until the qualifying spend is incurred, and the audit will find it.
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N° 04
Convertible loan notes booked as plain debt with no embedded-derivative analysis — FRS 102 has views, and so will any future investor’s diligence.
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N° 04
Corporation Tax
CT600s, R&D claims, group relief, capital allowances — handled properly.
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N° 01
Management Accounting & Consultancy
Monthly numbers, scenario consultancy, and the conversations that change next quarter — not just statutory ones filed late.
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N° 02
Bookkeeping & Year-End Accounts
Statutory accounts, signed off and filed at Companies House — without drama.
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N° 08
Company Formation
Incorporation, share structure, articles, registered office.
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N° I
Sole Traders
For the comfortably self-employed.
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N° II
Limited Companies
Owner-managed businesses, our largest cohort.
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N° III
Contractors, IR35 & CIS
PSC contractors and CIS subcontractors working across Bristol, Severnside and the South-West.
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N° IV
Landlords
Buy-to-let, HMOs, FHLs — from Bristol student lets to Cotswold holiday cottages.
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N° VI
E-commerce & Digital
Shopify, Amazon, Etsy, marketplace sellers.