Technology & Crypto

In the fast-paced world of tech, you can’t afford clunky systems. We’ll help you build an agile, scalable app stack from day one, with tools that handle funding, growth metrics, team collaboration, and client management – so you can move fast without breaking things.

We can help with the following:

• Selecting scalable accounting tools
• Building a cloud-based finance stack fit for investors
• Integrating payment platforms and subscription tools
• Supporting with R&D tax credit tracking

Fuel your vision with smart finance from the start.

Startups move fast – and so should your finance team. A fractional CFO helps you manage burn rate, plan funding rounds, and build scalable systems from day one, without wasting time or budget on full-time hires too early.

How we help:

• Financial modelling and fundraising support
• Budgeting and forecasting for high-growth scenarios
• Grant or R&D claim support
• KPI dashboards for tracking traction and runway

Scalable financials for growing companies.
From SaaS metrics to token-based revenue, your accounts need to reflect a fast-moving reality. We prepare your year-end financials and CT600 with tech and compliance in mind.

We can help with:
• File statutory accounts and Corporation Tax returns
• Reconcile income from SaaS platforms, tokens, and subscriptions
• Include R&D tax reliefs and capital allowances where relevant
• Align accounts with investor expectations
• Match your accounting system (Xero, QuickBooks, etc.) to your actuals
• Track and disclose crypto assets or transactions accurately

In tech and crypto, you need to know your numbers in real time. We build management reports and dashboards that support fast, investor-ready decisions.

We can help with:
• Monthly KPI reporting (CAC, LTV, MRR, churn)
• Budget vs actual burn rate tracking
• Product or token performance analysis
• Crypto holdings performance reports
• Custom dashboards for growth and investor updates
• Forecasting models with real-time scenario planning

Save cash, fuel growth, and stay investor-friendly.

Good tax planning is more than reducing tax – it’s about creating space to grow. We plan around your cap table, revenue mix, and even crypto investments.

We can help with:
• Identify and submit R&D tax claims
• Set up SEIS/EIS schemes for early-stage investment
• Plan director pay and equity splits
• Forecast corporation tax with advanced planning
• Guide VAT handling for SaaS and cross-border sales
• Review crypto tax exposure and capital gains position
• Advise on personal vs company crypto ownership (and tax impact)

Automated systems for agile startups.

Your books should run as smoothly as your platform. We help you integrate everything – Stripe, Xero, Coinbase, PayPal, Shopify, and more—so you get reliable data with less effort.

We can help with:
• Automate bookkeeping with smart bank rules and logic
• Track expenses, software subscriptions, and development costs
• Reconcile crypto transactions from wallets and exchanges
• Record capital raised via token sales or crypto transfers
• Handle VAT across platforms and borders
• Maintain audit trails for HMRC crypto compliance

Bonus: Crypto-Specific Support

If your company invests in crypto, accepts crypto payments, or pays contractors in crypto, we can also:
• Track cost basis, gains, and crypto-to-crypto transactions
• Advise on correct accounting treatment under UK GAAP
• Implement crypto accounting software integrations (e.g., CoinTracker, Koinly, Recap)
• Advise on personal vs company crypto ownership (and tax impact)

Payroll for fast-moving teams and founders on the go.
Scaling teams, share options, and mixed contracts? We’ll make sure your payroll supports your growth, not slows it down. Our systems plug into your tech stack and keep everything compliant behind the scenes.

How we help:

• Setup and run payroll for remote or hybrid teams
• Process EMI schemes and employee benefits
• Support with staff expansion across jurisdictions
• Link payroll to your cloud accounting
• Monthly compliance checks and reconciliations
• Track total employment costs and KPIs

Restructure, raise, and scale – with compliance nailed down.
When raising capital or issuing shares, startups can’t afford to get it wrong. We’ll make sure your records are in order and your structure evolves in line with investor expectations and legal requirements.

How we help:

• Draft and file share allotments and capital changes
• Record director appointments and resignations
• Maintain statutory books and issue share certificates
• Act as your registered office and file your confirmation statement
• Prepare resolutions and board minutes for compliance

Founders, don’t leave personal tax planning to chance.
Whether you’re bootstrapping or post-raise, your personal tax should be treated with the same strategic thinking you apply to your business. We help you balance salary, dividends, EMI options and exit plans.

How we help:

• Founder salary vs dividends strategy
• SEIS/EIS tax relief guidance for investors and owners
• EMI scheme setup and tax treatment
• Entrepreneur’s relief and exit tax planning
• TaxDash forecasts to simulate sale or fundraising impact

Multiple income sources? Share options? We simplify the complexity.
From founder salary and dividends to EMI schemes and crypto income, we help tech professionals and entrepreneurs get their tax sorted without the usual confusion.

How we help:

• Track and file income from multiple sources
• Report gains from shares or equity options
• Use TaxDash to test income planning for the year ahead
• File your return with HMRC and deal with questions
• Guide you through director’s loan tax treatment if applicable
• Provide instant support through AI tools and accountants on-call
• Identify whether your crypto activity is treated as investment, trading, or business income
• Track and report capital gains and losses from buying, selling, or exchanging crypto
• Advise on correct treatment of mining, staking, and airdrops
• Reconcile crypto wallets and exchange transactions to your accounting software
• Assist with converting crypto to fiat values using HMRC-accepted pricing methods
• Prepare and submit annual Self-Assessment or Corporation Tax returns with crypto activity included
• Advise on the recordkeeping HMRC expects for crypto assets
• Guide on potential tax planning strategies for frequent traders or investors