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Fixed Fees & Commercial Clarity

Financial Architecture Built for Scaling Studios

From foundational statutory compliance to high-level Fractional CFO leadership. Explore our four integrated service pillars and fixed monthly retainer packages designed specifically for UK creative, tech, and limited companies.

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Four Integrated Pillars

Complete Financial Management Under One Roof

We replace fragmented bookkeepers, high-pressure tax advisors, and detached corporate firms with an embedded finance partner.

Pillar 01

Statutory Accounting & Cloud Bookkeeping

Accurate, real-time records are the bedrock of commercial clarity. We eliminate manual paper receipts, automate bank reconciliations, and ensure your statutory financial statements and Companies House obligations are filed well ahead of deadlines.

Key Offerings & Deliverables:
  • Annual statutory accounts prepared under FRS 102 / FRS 105
  • Companies House confirmation statement & statutory register maintenance
  • Full digital payroll & workplace pension auto-enrolment
  • Cloud software migration & integration (Xero / QuickBooks Online)
Pillar 02

Proactive Corporation Tax & Wealth Planning

Traditional accountants calculate tax backwards after your financial year has ended when it is too late to make structural changes. We model your corporation tax throughout the year, optimizing director remuneration, claiming qualifying R&D credits, and shielding your profit.

Key Offerings & Deliverables:
  • Corporation Tax return preparation (CT600) with capital allowance optimization
  • Director dividend vouchers, board minutes & personal self-assessment filings
  • Research and Development (R&D) tax relief claims for proprietary tech
  • Quarterly VAT returns & Making Tax Digital (MTD) ITSA preparation
Pillar 03

Strategic Advisory Co-Pilot & Fractional CFO

High-growth agencies and startups require commercial direction, not just balance sheets. Led by Mo Barrie (FMAAT) and senior strategists, our Co-Pilot service gives you boardroom financial muscle, unit margin scrutiny, and executive exit planning.

Key Offerings & Deliverables:
  • Attendance at monthly executive board meetings & commercial reviews
  • The Clarity Roadmap: Aligning founder personal objectives with enterprise valuation
  • Granular project contribution margins & pricing architecture reviews
  • Enterprise Management Incentive (EMI) share options & exit valuation readiness
Pillar 04

Fully Outsourced Finance Department

Hiring an in-house financial controller, bookkeeper, and credit controller costs upwards of £120,000 annually in salaries, national insurance, and recruitment fees. We deliver an entire institutional finance team at a fraction of the overhead.

Key Offerings & Deliverables:
  • Complete Accounts Payable (AP) supplier payment runs & receipt capture
  • Accounts Receivable (AR) invoicing & courteous credit control
  • 13-week rolling cash flow forecasting & working capital management
  • Virtual Finance Director (VFD) governance and performance reporting
Predictable Monthly Billing

The Three Maturation Packages

Guaranteed fixed fees. Tailored to where your business currently operates on the Finance Sustainability Curve.

Tier 01

Essential Stage

For owner-managed limited companies and creative studios seeking complete statutory peace of mind.

Monthly Retainer
From £350 + VAT
  • Statutory year-end accounts & CT600
  • Companies House confirmation statement
  • Director payroll & dividend management
  • Cloud software setup (Xero or QuickBooks)
  • Unlimited direct client manager support
Select Essential Stage
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Tier 02

Professional Stage

For growing firms seeking monthly management insight, cash forecasting, and margin control.

Monthly Retainer
From £750 + VAT
  • Everything in Essential Stage included
  • Monthly visual management accounts pack
  • 13-week rolling cash flow projections
  • Monthly 45-min commercial review with Advisor
  • Pre-year-end Corporation Tax planning modeling
Select Professional Stage
Tier 03

Strategic Stage

For high-growth scale-ups, funded tech companies, and studios scaling towards enterprise sale or investment.

Monthly Retainer
From £1,800 + VAT
  • Everything in Professional Stage included
  • Dedicated Fractional CFO on your executive board
  • Unit economics, LTV/CAC & gross margin optimization
  • M&A transaction support & exit valuation readiness
  • Quarterly in-person strategy sessions with Mo Barrie
Select Strategic Stage
Cloud Infrastructure

Certified Across Leading Financial Platforms

We build real-time financial pipelines connecting your invoices, expenses, bank accounts, and reporting dashboards without manual friction.

Xero Platinum Certified
QuickBooks Online Advanced Partner
Sage Business Cloud
Dext Receipt Automation
Syft Analytics BI
No Obligation Consultation

Find Out Which Stage Fits Your Business

Schedule a 30-minute discovery call with our Shoreditch advisory team. We’ll review your numbers, assess your current tax liability, and recommend the exact package to scale your margins.

Book a Discovery Call Call 020 7096 1043