From first-incorporation decisions to mid-7-figure exits. Agency-only focus, optional Dubai support when you’re ready to leave.
Anonymised composite scenarios drawn from our agency work; not individual client testimonials. The tax mechanics are real.
A seven-person creative agency in Bristol: a BADR balance-sheet issue caught 14 months before sale, saving about £43k per founder on exit.
Pre-exit
A London digital agency, founder plus two staff: a mid-year switch from sole trader to limited company, modelled before the move, saving about £11k in year one.
Early scaling
A 12-person performance marketing agency in Manchester: R&D credit eligibility it had not known about, with a first claim that covered three years of accountancy fees.
Growth stage
We focus exclusively on founder-led agencies. That means our advice is grounded in how agencies earn, spend and grow, not how a generic SME does.
Salary structures, dividends, corporation tax and R&D credits optimised for agency businesses
Monthly reporting, cash flow forecasting and KPI dashboards built around how agencies work
Sole trader to limited company, holding companies and share structures for agency founders
Compliance, SDS documentation and off-payroll guidance for agencies engaging freelancers
Start with free tools, add compliance as you grow, or get full advisory support as you scale.
Use our free calculators to model your salary and dividend split, R&D credits, BADR CGT and agency valuation. No sign-up required.
Annual accounts, corporation tax, self assessment and IR35 compliance handled by agency specialists.
Full management accounts, tax planning, growth strategy and exit planning. For agencies scaling towards a sale or MBO.
The financial challenges of running a founder-led agency are unique, whether you are a one-person studio or a 50-person network.
Retainers, project billing, contractor mix, staff costs. We know how agency finances work and give advice that fits.
Long-form, specialist-written reference guides on the decisions that matter: tax, structure, IR35, exit.
This is the definitive guide to agency finance fundamentals for UK founders. It covers cash flow management, profit and loss analysis, margin structures, the KPIs that matter, software choices, and the financial hygiene habits that separate thriving agencies from those that fail. Written by specialist accountants who work exclusively with agency founders.
This is the definitive guide to agency tax compliance in the UK for 2026/27. Written by specialist accountants who work exclusively with agency founders, it covers corporation tax, VAT, PAYE, P11D reporting, R&D tax credits, Making Tax Digital, and capital gains planning. You will find specific HMRC forms, real deadlines, and worked examples throughout.
Choosing the right accountant is one of the most important decisions an agency founder makes. This guide covers what a specialist agency accountant actually does, how much you should expect to pay, the questions you must ask before signing, and when it's time to switch. Written by specialist accountants who work exclusively with UK and UAE agency founders.
Practical guidance on tax, finance and running a profitable agency
The Annual Investment Allowance (AIA) lets you claim 100% tax relief on qualifying equipment purchases up to £1m per year. For agency founders in 2026/27, this covers computers, software, office furniture, and leasehold improvements. Here is how to use it properly.
The dividend allowance for agency directors in 2026/27 is £500. Combined with the personal allowance and basic rate band, a director can take approximately £50,270 in salary and dividends before hitting higher rate tax. This post explains the numbers, the strategy, and the traps.
Most agency owners track revenue and gross margin but ignore net profit until it is too late. This article sets realistic net profit margin targets for small UK agencies in 2026/27 and walks through the specific cost lines that eat into your bottom line. You will know exactly where to look and what to fix.
Book a free call. We will talk through your situation and give you clear, practical recommendations. No jargon, no obligation.
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