Unlocking finance for a new horizon

Wherever you plan to take your business, and whatever your ambition, our specialists can help you source finance to help your business evolve. We bring everything together, accounting support, financial modelling and developing business plans to help you achieve your goals.

A blueprint for growth, we give you the power to make strategic decisions to help your business scale. From core accounting to forecasting and performance reporting we help you plan for your journey.

Our consultants break down the numbers behind your business and help you make data driven decisions with confidence.

How we can help

We will provide you with a seamless and reliable accounts preparation service, taking the headache out of year end compliance. Our core accounting capabilities includes:

- Accounts for Companies House
- iXBRL Accounts
- Bookkeeping
- Designing controls
- Independent review

Implementation

We combine high level strategic advice with a technology enabled accounts production process to ensure that your business has the data to drive decisions to meet its goals, while ensuring efficiencies of speed, administration and for a fixed monthly cost.

With strategy.tax:

  • Our consultants help our customers see where they’re going by really understanding what their business is about, enabling us to offer the best service possible.
  • We are a cloud-based accountancy practice powered by the award-winning Xero accountancy software.
  • Face to face or Virtual meetings will allow us to get to know you and your business and for us to build a long term relationship.
  • Our streamlined process, with technology enabled accounts production, ensures efficiency of time, administration and most importantly cost!

Workflow

Explore

Initial introductory call / meeting to understand your business' goals and outline a road map of how you will achieve these objectives.

Brief

Following the initial exploratory stage, you will provide the relevant financial information/access to your accounting records. If required we will also contact your previous accountant to obtain historical tax and compliance records.

Document

Receive your draft financial statements and tax return within a week of providing all the relevant information. Our holistic approach will encompass any other work we have performed to ensure your R&D, patent box and capital allowance claims are accurately reflected in your tax returns.

Refinement

We will then arrange a follow up call / meeting to run through the accounts and tax return before finalising for submission to HMRC.

Grow

Accounting and compliance is an important process for businesses, however this is just the foundation. We work with clients to deliver more than year end compliance, we provide a bespoke business advisory service tailored to your requirements to provide support where you need it most.

We’ll translate the figures into useful, easily understood information, so that you can make better decisions. We’ll recommend strategies, be a sounding board for your ideas, and help with planning. Our management accounting service can include:

- Monthly management packs
- Budget variance
- KPI analysis
- Forecasting
- Scenario planning

Implementation

We like to help our customers see where they’re going by really understanding what their business is about, enabling us to offer the best service possible. We build long term relationships with our clients, on hand when you need us to guide you on your journey.

With strategy.tax:

  • Our expert business advisers can help you spot opportunities for growth, manage risk, save money and create value.
  • We provide tailored business information and KPIs giving you the information to drive growth.
  • Face to face or Virtual meetings will allow us to get to know you and your business and for us to build a long term relationship.
  • Our streamlined process, with a technology enabled reporting, ensures efficiency of time, administration and most importantly cost!

Workflow

Explore

Initial introductory call / meeting to understand your business' goals and outline a road map of how you will achieve these objectives

Brief

Following the initial exploratory stage, you will provide the relevant financial information/access to your accounting records. We will use this information to define core KPIs for your business and build the systems to help you monitor these going forwards.

Document

Get a clear, live, daily updating view of your performance, profitability, cashflow, hidden trends and areas of risk from analysis of every transaction and every account, so you’re always in control of the next decision you need to make.

Refinement

In real time we can refine your forecasts in response to economic changes so you can see the impact before it occurs. Whether you are planning to increase your headcount or expand into new premises we can help you visualise the affect of such decisions to help be confident in the choices you make.

Grow

Our expert team is on hand to give you the information your need to trust the numbers that you are making decisions against. With clear visibility over the road head, we can help you plan for growth.

The funding capabilities to support your business evolution. Our service is designed to review funding arrangements that you currently have in place and check they’re the most appropriate for your company. If not, we’ll source a more suitable or alternative funding product. We can help you evaluate:

-Asset Finance
-Stock Finance
-Loans
-Trade Finance
-Invoice Finance
-Property Finance
-Alternative Finance
-Tax Efficient Funding
-Equity

Implementation

Whether you are looking to refinance, fund growth or realise equity value, we have the expertise to deliver a successful finance raising. We work closely with our clients to identify and implement the optimal financing solution and help them to achieve their strategic objectives.

With strategy.tax:

  • Our experienced professionals will help you present the key points that lenders/investors want to know about your business to help you save time and cash on fundraising.
  • We will guide you through every step of the process.
  • Face to face or Virtual meetings will allow us to get to know you and your business and for us to build a long term relationship.
  • Our streamlined process, with a technology enabled production of the supporting documentation, ensures efficiency of time, administration and most importantly cost!

Workflow

Explore

We understand what lenders and investors are looking for. The first step to get to know your business is an initial introductory call / meeting to understand what your the problem your business solves and how it does it.

Brief

Following the initial exploratory stage we will take a deeper dive into your business and arrange an online questionnaire that allows you to upload all of the necessary information to help us evaluate the most suitable source of finance for your needs.

Document

After determining your preferred source of finance we will prepare a full suite of tailored documents , including: historical performance reports, pitch deck, business plan and forecasts. These documents will be prepared within a month or less following the accurate completion of the survey.

Refinement

We will then arrange a follow up call / meeting to run through the documentation before finalising for submission to Lenders/Investors. When offers have been received we can prepare scenario forecasts to evaluate the impact of each source of finance on growth plans.

Grow

We help SMEs prepare for raising finance through debt, equity or alternative finance sources and can introduce you to investors if required. With investor/lender ready documentation your business can then focus on growing whilst lining up investors who will be sharing your journey.

When you buy an asset or a company or invest in a major project you need as much detail about what you’re investing in as possible. Our due diligence service investigates the attractiveness of an investment to help you understand what makes a transaction successful.

Implementation

We can support you in undertaking buy-side or vendor commercial due diligence in a variety of transaction scenarios including sale processes, acquisitions, and refinancing of both equity and debt. Our independent approach ensures we identify upside potential and risks.

With strategy.tax:

  • Our experienced professionals will help you evaluate the attractiveness of a potential deal and model the impact an acquisition will have on your business.
  • We will guide you through every step of the process.
  • Face to face or Virtual meetings will allow us to get to know you and your business and for us to build a long term relationship.

Workflow

Explore

The first step to get to know your business is an initial introductory call / meeting to understand your objectives from a potential deal and discuss the potential target.

Brief

Following the initial exploratory stage we will take a deeper dive into your business and arrange an online portal for you/the target to upload all of the necessary information to help us evaluate the attractiveness of the deal.

Document

After concluding our review we will summarise our findings in a report to help you clearly evaluate the potential acquisition. Our documentation can also include financial models to asses the impact of the acquisitions on the future performance and cashflows of your business.

Refinement

We will then arrange a follow up call / meeting to run through the documentation and refine our recommendations. If additional sources of finance will be required we can align with our capital advisory team to help secure the most suitable financing for your deal.

Grow

No matter what you need, our strategic advisory team are on hand to provide you with the data you need to help make informed decisions about your business and potential targets. Our team will make sure that your deal goes as planned so that you can concentrate on the running of your business.

Testimonials

Hotpod Yoga

"Previous to engaging with strategy.tax we had some issues with our previous agent, so we were a little anxious about finding a new agent to help us with our R&D claim. We could not have hoped of a better service. The whole process was very straightforward, very quick, and I felt completely comfortable and at ease asking for advice on other accountancy topics. They are extremely helpful and go the extra mile for their clients. I highly recommend strategy.tax as a specialised tax agent to take the pain and confusion out of such pieces of work" - Kerry, Group Finance Manager, Hotpod Yoga Group

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