Enterprise – In Depth
Our ‘virtual CFO’ service tailored to meet your accounting, finance and advisory needs
Accounting
Cloud Accounting
Your financial information, in real time, available anywhere, delivered by secure, world-class cloud accounting software houses
Lean Process
Accounts payable, automated from purchase to payment approval
Compliance
Statutory accounts, VAT, corporation tax and director’s personal tax filings. HMRC compliant record keeping in the cloud
Finance
Relational Finance Partner
Professional accounting and finance support available when you need it
Insight
No more spreadsheets. Key indicators and alerts tailored to your business through live dashboard reporting
Cashflow
Be the master of your debtors and gain access to rapid short-term financing
Advisory
Scale
A scalable finance service that can grow with your business
Growth
Support for your growth plans, fund raising rounds and development of robust and defensible business plans
Resilience
Develop internal finance infrastructure which is fit for purpose
How we deliver
Enterprise Startup
Just the essentials for pre-funded, pre-revenue startups
Accounting & Finance
An optimised cost service while you launch your business
Setup
Company incorporation, registration for corporation tax and VAT, preparation of cap table and our appointment as your agent. One-off payment.
Ongoing
Self-service, cloud accounting platform. Includes payroll for up to two directors, quarterly VAT returns and agent correspondence. Optional: Receipt Bank for full automation. Low monthly fee.
Compliance
Preparation of statutory accounts and corporation tax return on first-year anniversary. Optional: directors’ personal tax returns. One-off payment.
Advisory
Additional advisory services relevant to the pre-funding stage
Quarterly Review
One quarterly review meeting is included in the ongoing subscription to discuss progress in funding and business development.
Structural Planning
Preparation for future developments, including registration for SEIS/EIS, R&D tax credits and other taxation planning.
Fundraising
Support for your fundraising plans, including review of financial assumptions, preparation of business plans, coaching for pitch meetings and acting as your advocate with investors.
Enterprise Core
A powerful suite of core services, accessible anytime, anywhere, supported by our partnership model
Accounting
Xero
Cloud accounting for growing businesses with quick, easy access to financial information. Xero’s dashboard feature shows you the information which matters now. We use this information, working with you, to identify opportunities to streamline and develop your business.
Receipt Bank
Automate your accounts payable, effortlessly. Pull in the key information from your receipts and invoices, converting and storing the data securely in the cloud, saving you time for your business.
Chaser
Your invoices paid on time, automatically. Spend less time chasing invoices, and more time developing your business, with automated chaser emails that look like they’re from you.
Finance
Crunchboards
Where Xero stops, Crunchboards starts by delivering complex analysis, KPIs, P&Ls, balance sheets, cash flow forecasting and real-time alerts.
Market Invoice
Ideal for rapid, short-term funding requirements. Investors across the globe – including the UK Government – want to fund your business. With Market Invoice, you can sell your invoices online and get paid within 24 hours.
Relational Finance Partnering
Aiteo consolidates the insights from this powerful suite of products and provides relational finance partnering through quarterly support meetings to discuss business performance.
Enterprise CFO
Our comprehensive ‘virtual CFO’ service, inclusive of Enterprise Core services with additional partner days
Spread the cost with advisory days built in to your Enterprise CFO subscription package
Advisory services may be tailored as required