top of page
3720_U_Phantom Finance_DV_PM_03.png

BUSINESS SERVICES AGENCY

Urban Skyline

ABOUT US

We provide businesses with flexible access to a comprehensive suite of finance and business services. We work with small to medium sized businesses and individuals providing simple, fixed-fee core accounting services packages to handle all your accounting and finance requirements.

In addition, our on-demand finance and business services offer maximum flexibility to use exactly as and when your business needs them. 
To ensure we can add value to your business, we follow a simple discovery-to-delivery approach as below.

Our team have varied experience working in large finance teams of marketing agencies, premium brands and major public bodies, in roles focussed on business reporting, cost efficiency and financial control. This allows us to bring big company finance operations to smaller entities.

 

DISCOVERY TO DELIVERY

 

  • DISCOVERY

We schedule time to understand your business context, goals and objectives to assess which package or services streams would suit your requirements. We keep an open, transparent dialogue to discuss timelines, budgets and answer any questions you may have.

  • PLAN

We create a timeline, plan resources and methods of delivery whilst ensuring alignment to service deliverables. We can also assess if there are any challenges along the way or any critical elements that need to be addressed as a priority.

  • DELIVERY

We execute the plan in accordance to the service deliverables agreed. We keep you in the loop with regular reviews and progress updates

ON-DEMAND SERVICES

 

FUEL GROWTH & FAST TRACK CHANGE

Our on-demand finance and business services are designed to help businesses who do not require a full-time resource or need additional resources during periods of growth and change free up capacity quickly.

BESPOKE PACKAGES

We provide services at a fraction of the cost of hiring a full-time finance team, suitable for all needs and budgets including all contract, interim and project requirements. Clients also have the option to create a bespoke package by adding on-demand services to their core accounting services packages, in line with their business needs.

How it works
Chart analysis

CORE ACCOUNTING
SERVICES 
PACKAGES

SELF-EMPLOYED PACKAGE

LTD COMPANY PACKAGE

LTD PLUS PACKAGE

  • Tax account set up and administration

  • Year end tax position review

  • Preparation and filing of annual self-assessment tax return

  • Preparation of limited company accounts

  • Year end financials review

  • Year end companies house submissions

  • Director self-assessment tax return

  • VAT returns (revenue over £90,000)

 

 

 

  • Includes the LTD Company Package -PLUS:

  • Periodic management accounts

  • Revenue, cost & KPI analysis

  • Budget controlling, tracking & variance analysis

  • Periodic business financials review

CONTACT US FOR A TAILORED QUOTE

3720_U_Phantom Finance_DV_PM_03.png

Our Features

ON-DEMAND FINANCE & BUSINESS SERVICES

BUSINESS START-UP & ADVISORY

  • Company Formations 

  • Business Start-Up

  • Business Plans & Strategy

  • Business Design (inc. Marketing Materials, Communications and Price Lists) 

ACCOUNTING & FINANCE OPERATIONS

  • Virtual Finance Team (inc. FBP, FC to FD)

  • Virtual Accounting Services (inc. AP, AR and Credit Control)

  • Virtual Back Office Services 

  • Digital Accounting Solutions (inc. Xero)

  • Making Tax Digital

  • Bookkeeping & Accounts Reconciliations 

  • Payroll & HR Administration 

 

FINANCIAL CONTROLLING & REPORTING

  • Cashflow Forecasts, Modelling  & Optimization

  • Cost Reduction Programmes

  • Financial Planning and Analysis (inc. 1 to 5 Year Full P&L Projections)

  • Budget Controlling, Tracking & Variance Analysis

  • Business Performance Reporting

  • Periodic Management Accounts

  • Cost, Price and Revenue Financial Evaluations

  • Operating Roadmaps (inc. Sales, Revenue & KPI Tracking)

  • Interim Financial Health Checks

 

BUSINESS CONSULTING & SOLUTIONS

  • Business Insights, KPI Dashboards & Periodic Reporting

  • Business Case Presentations

  • Business Process Changes

  • Finance Transformation Programmes

  • Finance Systems - Change, Training & Integration

  • Internal Controls Audit, Testing & Reporting

AVAILABLE FOR ALL CONTRACT, INTERIM OR PROJECT BASED REQUIREMENTS

CONTACT US TO BOOK IN A FREE DISCOVERY CALL

VIRTUAL OFFICE

MILTON KEYNES, UK

07482 142410

  • LinkedIn
  • Instagram
bottom of page