Growth & Advisory
Monthly board packs and KPI reporting for UK startups, performance against plan, cash, metrics and commentary, delivered on a fixed calendar.
Regulated and qualified through ICAEW, ACCA and AAT memberships held across our team
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AAT fellow member
Xero Gold PartnerCertified advisor
QuickBooks PartnerCertified ProAdvisor100+ yearsCombined team experienceFully insuredUp to £2m indemnityMonthly board packs and KPI reporting for UK startups, performance against plan, cash, metrics and commentary, delivered on a fixed calendar. We work with technology, SaaS, e-commerce, marketplace and online businesses trading as UK limited companies, from first-year micro-entities in Croydon and Morden to funded teams in central London, with a fixed scope and fee agreed before anything starts.
Monthly close on a fixed timetable
P&L against budget with variance commentary
Cash, runway and working capital view
Sector KPIs: ARR, retention, CAC payback, contribution margin
One-page summary for directors, detail behind it for the finance-minded
Distribution ahead of the meeting, not during it
Monthly board packs and KPI reporting for UK startups, performance against plan, cash, metrics and commentary, delivered on a fixed calendar.
• Monthly close on a fixed timetable
• P&L against budget with variance commentary
• Cash, runway and working capital view
• Sector KPIs: ARR, retention, CAC payback, contribution margin
• One-page summary for directors, detail behind it for the finance-minded
• Distribution ahead of the meeting, not during it
Information rights in most UK investment agreements require monthly or quarterly management accounts within a set number of days. Missing them repeatedly is a contractual breach and a credibility problem at the next raise.
A board pack is a decision document. Every chart should attach to a decision the board can actually make: hire, price, spend, raise, stop.
Consistency beats sophistication. The same definitions, the same layout and the same delivery date every month is what lets a board see trend rather than noise.
Thresholds, rates and deadlines quoted here reflect the 2026/27 UK position. Check current GOV.UK guidance, or ask us, before you rely on them for your own company.
We start by looking at the last filed accounts, your current records and your filing dates, then confirm a fixed scope and fee in writing.
Once the work is live you get reminders ahead of each deadline, a named person to ask questions, and a plain-English summary when the figures are ready, not a PDF with no explanation.
Google reviews
“Accotax have been our accountants for many years now. We maintained them because of their professionalism. In the last couple of years I have been working with Imran, who has been very professional and helpful in guiding us through the whole process, explaining and clarifying every aspect of it. Very prompt in responding to questions and patient with us even when we seem to be slow.”
“We worked with a few different accountants before finally settling with Accotax, and we're really glad we did. They take the time to understand how our business works and what our needs are. Anum, who looks after our account on a day-to-day basis, including reconciling invoices and preparing the annual accounts, is amazing, professional, efficient, and follows the processes we have put in place together. Accotax has made our accounting experience much smoother and easier. We see them as a long-term partner as our business continues to grow. I would 100% recommend them.”
“I've been working with Accotax since January 2024, and their support has grown alongside my business needs. My personal allocated manager, Umer, provides tailored services for both of my companies, adapting as I expand and ensuring everything runs smoothly. They are responsive, knowledgeable, and always clear in their communication. Their help with accounts, VAT, payrolls, pensions and compliance gives me real confidence and peace of mind.”
Frequently asked
Most startups can reach a working close within five to ten business days once bank feeds, billing and payroll are integrated and the accruals list is standardised.
We draft it from the numbers and the operational context you give us; the CEO edits. Numbers without commentary generate the same questions every month.
No. Management accounts inform decisions during the year; statutory accounts and the CT600 are separate filings with their own deadlines and standards.
Yes, where the data supports it. We usually pair a live dashboard with a written monthly pack, because a dashboard alone rarely carries the judgement.
Keep bank statements, sales and platform reports, purchase invoices, payroll records, VAT workings, finance agreements and Companies House correspondence. We confirm the exact list at onboarding and identify gaps before a filing deadline becomes urgent.
The fee depends on transaction volume, record quality, VAT and payroll requirements, historic catch-up and the level of reporting needed. We agree a fixed scope and price before technical work starts, with published packages available on our fees page.
Yes. We request professional clearance, collect the prior records and authorities, check the next Companies House and HMRC deadlines, and give you one clear handover list. The process is normally completed remotely.
Yes. We work through secure cloud records, scheduled reviews and digital approvals, while keeping a named team available by phone, video call and email. Clients can also visit our Morden office by appointment.
We regularly work with Xero, QuickBooks, FreeAgent, Sage and connected sales or expense apps. The right setup depends on transaction volume, integrations and the reports you need, not simply the software brand.
The relevant calendar may include annual accounts, Corporation Tax payment and return dates, confirmation statements, VAT returns, payroll submissions and Self Assessment. We map the dates from your company year end and registrations.
Included approach
Ready when you are
Talk to an accountant
Share your next deadline, accounting problem or growth question. We will reply with a clear next step and quote any technical work before it begins.
Chat with ACCOTAX on WhatsAppPick a time that suits you and a qualified accountant will call you about your company, deadlines and fees.
Appointments run Monday to Friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.
Four London offices
Work with us entirely online, or sit down with your accountant at whichever office suits you. Open Monday to Friday, 9:00am to 5:30pm. Office visits are by appointment only, so please book before coming in.
Free, no obligation
Pick a time that suits you and a qualified accountant will call you about your company, deadlines and fees.
Appointments run monday to friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.
