Specialist Tax Accounting for Tech Companies

We support SaaS providers, software developers, AI companies, fintech businesses, cybersecurity firms, EdTech companies, apps, digital marketplaces and other technology-led businesses. The service can be adapted to early-stage startups, profitable owner-managed companies, venture-backed scale-ups and international groups.

The initial consultation is used to confirm whether your business model, accounting systems and tax requirements fit our service scope.

Yes. Pre-revenue startups may still need bookkeeping, payroll, statutory accounts, Corporation Tax filings, founder-remuneration planning and R&D record keeping.

We can also help organise the finance function before the company raises capital, hires a larger team or begins charging customers. The aim is to prevent weak opening records from causing problems during due diligence or the first formal reporting cycle.

Yes. We can review the technical basis, qualifying-cost methodology and reconciliation between the claim and statutory accounts.

We look for unclear project descriptions, unsupported expenditure, inconsistent treatment and missing evidence. A review cannot promise acceptance by HMRC, but it can identify weaknesses that should be considered before submission or during an enquiry.

No. Developing a commercially useful product is not enough by itself.

A qualifying project must seek an advance in science or technology and address technical uncertainty that could not readily be resolved by a competent professional. Routine configuration, cosmetic changes and ordinary implementation work may not qualify. Each project and cost category must be assessed on its facts.

We can review how billing, refunds, transaction fees, VAT and deferred revenue flow from platforms such as Stripe or Chargebee into Xero and other accounting systems.

The exact setup depends on your contract types, currencies, transaction volume and reporting requirements. We normally begin by mapping the billing data to the chart of accounts and identifying where manual adjustments or additional schedules are required.

Yes. A reporting package can include profit and loss, balance sheet, cash flow, budget variance, revenue movement, deferred income, gross margin, burn rate and runway.

The final format should reflect the metrics used by your board and investors. We agree the timetable, source systems and review responsibilities before the first reporting cycle.

We can support the accounting and tax-reporting work associated with EMI options, including information required for valuation work, option records and annual employment-related securities returns.

Legal documentation and scheme design may require support from an appropriately qualified legal professional. We coordinate the accounting information with the company and its other specialists.

Yes. We can assess the UK VAT position and help identify questions arising from overseas digital sales.

The treatment may depend on whether customers are businesses or consumers, where they are located, whether a marketplace or merchant of record is involved and whether local registration rules apply. Overseas obligations may require coordination with specialists in the relevant jurisdiction.

We can support reporting processes where a UK technology company or group must consider ASC 606, but the required engagement depends on the reporting framework, parent-company requirements and complexity of the contracts.

During the initial review, we confirm whether the work can be completed internally or requires coordination with a US-qualified specialist.

Yes. The transition can include professional clearance, transfer of accounting records, access to software, review of opening balances, outstanding filings and unresolved HMRC correspondence.

We agree which party is responsible for each deadline during the changeover. This reduces the risk of both firms assuming the other one is completing an urgent submission.

Timing depends on the condition of the records, the number of entities, system access and any approaching deadlines.

A straightforward UK company with organised records may move quickly. A multi-entity company with unreconciled balances or overdue filings will require a longer review. You receive a written scope and information request before implementation begins.

Fees depend on transaction volume, payroll size, reporting frequency, entity count, international activity and the specialist tax work required.

After the initial assessment, we provide a written scope explaining what is included, what is excluded and whether the work is charged as a recurring monthly service or a defined project.