Resources & Insights
Practical guides, insights, and resources to help you make better financial decisions.
Year-End Close Playbook 2024
Step-by-step checklist for a three-day close, including reconciliations, controls, and reporting templates.
28 May 2024Read more →
Cash Flow Forecast Template with Scenario Planning
12-week rolling model with best/base/worst cases to protect liquidity and reduce covenant risk.
12 April 2024Read more →
IR35 Compliance Mini-Guide for 2024
Practical checklist to stay compliant and reduce contract risk for contractors and agencies.
18 March 2024Read more →
Landlord Tax Deductions Checklist (2024)
Clear list of allowable expenses and structures that saved our landlord clients up to £31k last year.
22 February 2024Read more →
Investor-Ready Finance Pack for Seed to Series B
Templates and metrics that secured term sheets by evidencing runway and churn economics.
30 January 2024Read more →