Growth & Advisory
Get raise-ready, clean numbers, a defensible model, a complete data room and answers to the finance questions investors will ask.
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QuickBooks PartnerCertified ProAdvisor100+ yearsCombined team experienceFully insuredUp to £2m indemnityGet raise-ready, clean numbers, a defensible model, a complete data room and answers to the finance questions investors will ask. 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.
Pre-diligence review of accounts, cap table and contracts
Data room finance section prepared and indexed
Historic figures restated where the policy was wrong
Model and metrics reconciled to the ledger
Investor question log managed through the process
Post-round setup: reporting rights, share filings, SEIS/EIS compliance
Get raise-ready, clean numbers, a defensible model, a complete data room and answers to the finance questions investors will ask.
• Pre-diligence review of accounts, cap table and contracts
• Data room finance section prepared and indexed
• Historic figures restated where the policy was wrong
• Model and metrics reconciled to the ledger
• Investor question log managed through the process
• Post-round setup: reporting rights, share filings, SEIS/EIS compliance
Diligence almost always surfaces the same issues: revenue recognised too early, share issues never filed at Companies House, options promised but never granted, contractor arrangements that look like employment, and R&D claims with no contemporaneous evidence. All five are fixable in advance and expensive to fix mid-round.
SEIS and EIS compliance statements (form SEIS1/EIS1) are filed after the shares are issued and the qualifying trade condition is met, and investors cannot claim relief until certificates follow. Delays here strain relationships with the angels you most want back next round.
Share issues must be filed at Companies House and the statutory registers updated. A cap table in a spreadsheet that does not match the public register is a red flag to any institutional investor.
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.
Frequently asked
Three to six months before you want the money in the bank. Restating historic accounts and fixing share filings takes weeks, and doing it under term-sheet pressure costs leverage.
Management accounts, the cap table, the model, the bank statements, key contracts and any HMRC correspondence. If those five are clean and consistent, diligence gets much shorter.
Where a policy was applied incorrectly, yes, accounts can be restated and, if already filed, amended. Better to do it proactively and explain it than to have an investor find it.
Yes: share filings, register updates, SEIS/EIS compliance statements, investor reporting setup and the new board reporting calendar.
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.
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.”
Included approach
Ready when you are
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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.
