Services
Managed Finance Function
We join your company’s management team, leading your organisations financial strategy and managing all aspects of the finance function, eliminating the need to recruit a full-time CFO or Finance Director. The scope of our services includes:
CFO Services
- Financial Strategy planning & budgeting
- Building successful relationships with key stakeholders & investors
- Attending Board of Director meetings
- Manage relationships with regulatory authorities
- Manage relationships with bankers
- Work closely with external advisors and auditors
- Establishing overseas entities
Financial record keeping
- Cloud based
- Preparation of management accounts
- Statutory financial reporting
- Preparation of cash flows
Taxation compliance and advisory
- Corporation tax
- VAT
- Employment taxes
Business planning
Treasury support
Company secretarial
BoD governance advice and assurance reviews
Capital Raising Advisory and Support
For start-ups in the capital raising phase, we’ll work closely with members of your management team to create robust business plans and conduct a due diligence exercise to determine your company’s valuation. Our range of services include:
- Valuations
- Financial due diligence
- Creating business plans
Regulatory Compliance
If you are a company that requires FCA licensing to conduct your business, we’ll guide you step-by-step, through the application process and ensure that your company complies with UK regulatory requirements and reporting deadlines. Our areas of expertise in compliance are:
Financial Conduct Authority
- Applications for regulated status (financial services)
- Director sourcing (approved persons for controlled functions)
- Monthly / quarterly /annual regulatory reporting
GDPR and Data Protection Act 2018
- Review existing compliance
- Recommend and implement best practise
- On-going assurance reviews
UK Business set-up
If you are an overseas company and wish to start operations in the UK, we’ll take you through the process, setting up your UK entity and managing your financial operations thereafter. Our services include:
- Incorporation of a UK entity
- Director sourcing
- Assistance with opening bank accounts
- UK office set-up