Growth & Advisory
CAC, payback, LTV, contribution margin and channel profitability reported monthly, tied back to the ledger.
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QuickBooks PartnerCertified ProAdvisor100+ yearsCombined team experienceFully insuredUp to £2m indemnityCAC, payback, LTV, contribution margin and channel profitability reported monthly, tied back to the ledger. 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.
Blended and paid CAC by channel, with payback period
Contribution margin per order, per customer and per plan
Cohort retention, expansion and net revenue retention
A monthly go-to-market read-out: what to spend more on and what to stop
CAC, payback, LTV, contribution margin and channel profitability reported monthly, tied back to the ledger.
• Blended and paid CAC by channel, with payback period
• Contribution margin per order, per customer and per plan
• Cohort retention, expansion and net revenue retention
• A monthly go-to-market read-out: what to spend more on and what to stop
Go-to-market numbers only mean something when they reconcile to the accounts. A CAC figure built from the ad platform alone ignores agency fees, tooling, sales salaries and the discounts that never reach the invoice, which is why dashboard CAC and real CAC can differ by half. We build the metric from the ledger, so the payback period you present to a board or an investor survives the first question.
Contribution margin is the number most online businesses under-measure. Payment fees, delivery, returns, refunds, platform commission, support cost and cloud cost per active customer all sit between revenue and the margin you think you have. Once those are allocated properly, the channel ranking usually changes and the pricing conversation becomes obvious.
None of this replaces statutory reporting; it sits on top of it. The same underlying ledger produces the accounts, the VAT return and the growth pack, so there is one version of the truth rather than a finance number and a marketing number.
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
For UK SaaS and subscription businesses, recovering acquisition cost from gross margin within twelve months is a common benchmark, and under six months is strong. For e-commerce, first-order contribution margin covering CAC is the usual target, with repeat purchase driving the return. Your own history beats any benchmark, we measure the trend first.
Yes. We take data from your accounting system, payment processor, subscription billing and ad platforms, reconcile it to the ledger, and report from that. You keep the tools you already use.
Management accounts tell you what the business earned. This tells you which customers, channels and plans earned it, and what it cost to get them. Most founders need both, in the same pack.
That is normally the point. Growth, retention, burn, runway and unit economics presented consistently every month is what makes an update readable, and what makes diligence quicker later.
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.
