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CFO Source

Our outsourced CFO service for startups and growth businesses.
You develop your business while we focus on your numbers

For Business

Business services for start-ups and scale-ups, from essentials to a fully outsourced accounting function.

CFO Startup

All of the essential for new startups. An optimized cost service while you launch your business.

CFO Source

Outsource your finance function with our powerful suite of core services supported by our partnership model.

CFO Advisory

Bridge the gap from Accountant to CFO by personal support from a qualified CFO.

How we can serve you

  • Accounting

    Cloud Accounting

    Your financial information, in real time, available anywhere, delivered by secure, world-class cloud accounting software houses

    Lean Process

    Accounts payable, automated from purchase to payment approval

    Compliance

    Statutory accounts, GST, corporation tax and director’s personal tax filings. IR compliant record keeping in the cloud

  • Finance

    Relational Finance Partner

    Professional accounting and finance support available when you need it

    Insight

    No more spreadsheets. Key indicators and alerts tailored to your business through live dashboard reporting

    Cashflow

    Be the master of your debtors and gain access to rapid short-term financing

  • Advisory

    Scale

    A scalable finance service that can grow with your business

    Growth

    Support for your growth plans, fund raising rounds and development of robust and defensible business plans

    Resilience

    Develop internal finance infrastructure which is fit for purpose

How we deliver

CFO Startup

All of the essentials for new startups

  • Accounting & Finance

    An optimised cost service while you launch your business

    Setup

    Company incorporation, registration for corporation tax and VAT, preparation of cap tables as needed and appointment as your agent.

    Accounting

    Self-service cloud accounting platform, along with small payroll, quarterly VAT returns and agent correspondence. Book-keeping automation software as required. All for a manageable monthly fee.

    Filings

    Preparation of statutory accounts and corporation tax return on first-year anniversary, along with directors’ personal tax returns. One-off payment or spread the payments in your monthly fee.

  • Advisory

    Additional services for your pre-funding or early growth stage

    Quarterly Review

    Review meetings with a qualified accountant to discuss financial performance, progress in funding and business development.

    Structural Planning

    Preparation for future developments, including registration for SEIS/EIS, R&D tax credits and other taxation planning.

    Fundraising

    Support for your fundraising plans, including review of financial assumptions, preparation of business plans, coaching for pitch meetings and acting as your advocate with investors.

How we deliver

CFO Source

Our outsourced CFO service for startups and growth businesses. You develop your business while we focus on your numbers

  • Accounting

    Accounting Service

    We deliver an outsourced accounting service tailored to your requirements and agreed service levels covering accounts payable, accounts receivable, bank control and VAT.

    Management Accounts

    Preparation of regular management accounts, including commentary, key indicators and financial statements.

  • Finance

    Insight

    Leading integrated insight tools help to deliver complex analysis, KPIs, cashflow forecasting and real-time alerts.

    Liquidity

    Rapid short-term liquidity and financing through our funding hub, with access to asset finance, invoice finance, trade finance, working capital liquidity, property finance and merchant cash advances through a panel of lenders.

  • Finance Partner

    We consolidate all of the insights from this powerful suite of services and work with you as your finance partner to give you timely information to improve business performance

CFO Advisory

Bridge the gap from Accountant to CFO by personal support from a qualified CFO

  • Exco/VC attendance
  • Budgets and financial planning
  • Fundraising & Introductions
  • R&D and capital allowances
  • SEIS / EIS
  • All delivered through the framework of the Global Management Accounting Principles

Interested? Let's start the conversation ...

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