Accounting services built for agency founders
From management accounts to exit planning. ICAEW qualified specialist support at every stage of your agency.
Choose your service tier
Start with essentials, add management accounts as you grow, or get full advisory support as you scale towards exit.
Essentials
Sole traders & early-stage agencies
- ✓Annual accounts & CT return
- ✓Personal self assessment
- ✓Quarterly check-in call
- ✓Unlimited email support
Growth
Limited company agencies (most popular)
- ✓Everything in Essentials
- ✓Monthly management accounts
- ✓Salary & dividend modelling
- ✓MTD compliance
- ✓R&D credit assessment
Advisory
Growth-stage and exit-focused agencies
- ✓Everything in Growth
- ✓Cash flow forecasting
- ✓Exit planning & preparation
- ✓Holding company structuring
- ✓Priority access
What we specialise in
Agency-only focus means we understand salary structures, IR35 and exit multiples inside out.
Management Accounts
Monthly or quarterly reports that show you what is actually happening in your agency, broken down by client, service line and team.
- ✓Gross margin by client or project
- ✓Revenue per head tracking
- ✓Cash flow forecast
- ✓Pipeline and forward revenue view
Tax Planning
Proactive tax planning throughout the year, not just at year end. We model salary and dividend splits, pension contributions and timing decisions.
- ✓Optimal salary and dividend split
- ✓Pension contribution modelling
- ✓Year-end profit extraction
- ✓R&D tax credit assessment
Incorporation & Structure
Sole trader vs limited company, holding companies, alphabet shares and group restructuring modelled with real numbers, not generalisations.
- ✓Sole trader vs limited company modelling
- ✓Holding company structures
- ✓Alphabet share design
- ✓Group restructuring
IR35 & Contractors
Status determination, contractor contracts and compliance review for agencies engaging freelancers and for founders contracting through their own company.
- ✓Employment status assessment
- ✓Contract review and guidance
- ✓SDS preparation support
- ✓HMRC investigation defence
Annual Accounts & CT Returns
Statutory accounts and corporation tax returns for agency limited companies, filed accurately and on time by ICAEW qualified accountants.
- ✓Statutory accounts preparation
- ✓Corporation tax returns
- ✓Directors' personal tax returns
- ✓Companies House filings
Growth & Exit Planning
Financial preparation for acquisition, sale or MBO. We help you build a business that looks attractive to buyers and plan your exit to minimise tax.
- ✓EBITDA improvement strategy
- ✓BADR and CGT planning
- ✓Earn-out structure review
- ✓Sale preparation support
What is included with every engagement
ICAEW qualified accountants
We are ICAEW members, not just registered agents. ICAEW qualification requires ongoing professional development and adherence to the highest ethical standards in UK accountancy.
24-hour response guarantee
Email or call us with a question. We respond within 24 hours, usually same day. You are never waiting a week for an answer.
Fixed fees, no surprises
You know exactly what you are paying upfront. No hourly billing, no hidden charges. If your situation changes, we will tell you before any additional fees apply.
Agency-only specialists
Every client we work with is an agency founder. We understand retainer models, utilisation rates, IR35 and the specific tax decisions that agency founders face.
Proactive advice, not just compliance
We do not wait to be asked. If your salary and dividend split could be more efficient, we will flag it. If R&D credits apply to your work, we will identify them.
Read the founder's guides before you decide
We have written long-form pillar guides on the topics that matter. Read them before your free call so the conversation moves faster.
Pillar guide
Agency Finance Fundamentals
Cash flow, P&L, margins, KPIs for agency founders.
Pillar guide
Salary, Dividends and Pension
Optimal extraction for limited company directors.
Pillar guide
Incorporating Your Agency
Sole trader, limited, holding companies, alphabet shares.
Pillar guide
Selling Your Agency
BADR, MBOs, earn-outs, exit planning.
Ready to get your agency finances sorted?
Book a free call. We will review your current situation and give you clear recommendations. No obligation, no hard sell.
- ✓60-minute review with an ICAEW qualified accountant
- ✓Written summary of recommendations after the call
- ✓Response within 24 hours, usually same day
Book your free call
We will be in touch within 24 hours.