Services

A five-tier system with 70+ services — from incorporation to management accounting, tax risk control, policy benefits, equity structuring and training, all with one team.

Owner Finance & Tax Bootcamp

Category:Training A two-day intensive, in-house training and peer incubation

A practical programme for owners of growing businesses: separating personal and company money, handling missing invoices, equity and dividends, and spotting tax risk — explained in everyday terms, plus in-house sessions and consultant incubation for peers.

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Trademarks, Patents and Licensing

Category:IP & Licensing Protect brand assets and open the door to your industry

Trademark search, filing, appeal against refusal, renewal and assignment, plus patents and software copyrights — and industry licences and qualifications in food, medical devices, HR services and construction, with hands-on knowledge of approval requirements and on-site inspections.

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Equity Structuring

Category:Capital & Equity Equity arrangements from founding stage to pre-IPO

Equity structures designed for each stage: control and dividend mechanisms at founding, option pools and investor terms at financing, holding platforms and normalisation ahead of a listing — alongside liquidation and M&A support.

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Policy Benefit Facilitation

Category:Policy Benefits Seven policy families, from R&D super-deduction to high-tech recognition

Eligibility diagnosis first, then documents, filing and follow-through, across seven policy families including the R&D super-deduction, high-tech enterprise recognition and targeted-group refunds.

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Finance & Tax Health Check and Risk Scan

Category:Tax Risk Control See the risk clearly before you act

A four-line review across books, invoices, tax and cash, delivered as a structured risk report listing each exposure, its cause and the order in which to fix it — with compliance clearance and inspection support where needed.

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Annual Finance & Tax Advisory

Category:Advisory 12+ on-site days a year across 11 modules

A dedicated adviser engaged annually, with at least 12 on-site days a year across 11 modules spanning accounting, tax management, internal control and policy applications, plus day-to-day access.

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Shared CFO · Management Accounting

Category:Management Accounting Turn finance from a cost centre into a profit monitor

More than filing: profit calculated by customer, product and project, covering cash-flow, inventory and full management ledgers, with manufacturing and project-based variants.

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Shared CFO · Bookkeeping

Category:Bookkeeping Seven tiers by revenue, delivered by a fixed 1+N pod

Service depth scales across seven tiers according to revenue. A fixed pod of lead accountant, tax adviser and field officer — with A/B cover — handles bookkeeping, filing, annual reporting and tax risk alerts.

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Startup Launch Package

Category:Business Registration From name approval to opening day, in one go

Incorporation, seal filing, bank account guidance and tax/social-security registration handled as one job, with later changes and deregistration picked up by the same team — no need to rebuild your company history.

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Stuck on something in finance or tax?

Tell us your industry and scale and an adviser will set out a workable path — or start with a finance and tax health check.

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