Explore our packages below.
Choose between Shoot, Bloom, and Flourish.
Financial
This is aimed at newly formed start-ups where, although there are some financial and legal requirements, there isn’t yet the budget. This package is aimed at keeping you compliant as you start to grow the business so just includes core aspects at a manageable cost.
Included in Shoot
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Annual Accounts and Corporation Tax Returns
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Payroll for up to 3 people
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Confirmation Statement
Legal
This suite of legal support offerings enables you to get your business underway with solid legal foundations.
Included in Shoot
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1 hour of advice on website content, policies
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1 hour of intellectual property advice
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1 hour review of Terms of Business
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1 hour of advice on data protection obligations
Financial
This is aimed at more mature start-ups, or those with early-stage funding. As well as having core financial and legal requirements, you will need to keep an eye on your numbers and start building more robust, financial disciplines and foundations.
Included in Bloom
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Annual Accounts and Corporation Tax Returns
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Quarterly VAT Returns
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Payroll for up to 3 people
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Confirmation Statement
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Companies House Share Filings (Co Sec Support)
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Xero Training and Subscription
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Book-keeping (up to 5 hours per month)
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Quarterly general business discussion
Legal
This will enable advice as you grow on matter affecting businesses with employees and multiple directors / shareholders.
Included in Bloom
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Provision of draft shareholders agreement
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Review of estate planning for two main directors
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Review and advice on articles
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1 hour of employment law advice
Financial
Flourish is aimed at businesses on the move, so for those maybe looking to secure more funding or other serious growth strategies. As more eyes are likely to be scrutinising your numbers and your business, this package helps offer expertise in a variety of more sophisticated tax and financial planning, modelling and reporting.
Included in Flourish
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Everything in the Bloom package
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Quarterly Management Accounts so you can see your business’ performance. This will include your P&L, observations and also look at tracking against budget, prior periods and KPIs
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Quarterly finance-focussed discussion around your numbers
Legal
This level combines the essential legal provision for start-ups and businesses on the path to growth with higher value and more detailed advice on issues that affect businesses as they grow.
Included in Flourish
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1 hour of leasehold Q&A
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Support with Data Subject Access Requests
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Reputation Management Advice
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Draft Investor Agreement
Add Ons.
Here is a list of additional services that may be necessary or will help you and your business run more efficiently. these requirements may be on an ongoing basis or on an ad hoc basis. We recommend that you look at these and have a chat with us to see which may be best suited to your objectives. They include:
Add Ons.
Here is a list of additional services that may be necessary or will help you and your business run more efficiently. These requirements may be on an ongoing basis or on an ad hoc basis. We recommend that you look at these and have a chat with us to see which may be best suited to your objectives. They include:
Financial
Legal
Registration for PAYE/VAT
Payroll for additional employees
SEIS and EIS advanced assurance
Employee share and incentive schemes
Implementation of tax efficient staff incentives, e.g. electric cars
Ad hoc management accounts
Executive mentoring
Bespoke tax planning
Foreign exchange to provide excellent rates without tansaction fees
Support in obtaining funding
Tax reliefs (e.g. R&D, Capital Allowances, Patent Box)
Fractional CFO / Finance Director support should you need to build financial models or for discussions with potential clients or investors
Powers of Attorney for business assets and personal estates
Will review and drafting
Dispute resolution and support
Residential conveyancing
Corporate transactions
Commercial leasehold transactions