Accounting Branding Events

Branding and Finance Workshop for Startup Founders:- 17th November (12pm-2:10pm) Book Now

Branding and Finance Workshop for Startup Founders:- 17th November (12pm-2:10pm) Book Now!(
Everything is a priority when you’re a startup founder. You’ll find yourself juggling everything from your business personality to positioning, partnerships, sales, accounting & finance.

Fundamentals are important for a new business to grow.

First, you need to have a strong brand. A strong brand is more than a logo, colours and a set of trendy collateral—it’s about ethos, reputation, recognition, social impact, sales and forming an excellent business strategy.

The other aspect of business success is your business plan, which must include a working financial model and processes in place to ensure that you can focus on running your business. When the business generates revenue and starts to look for funding, there are needs for financial guidance that can steer the business towards securing investment. Once the startup has raised investment, there are needs for an FD or CFO to navigate the finance function in order to help you make an eventual exit.


The Branding and Finance Webinar for Startup Entrepreneurs will cover a wide range of branding and finance tips, and will be divided into four sessions which will cover:

1. Personal Branding:
Consumers want to know, like, and trust the personal brand behind a business brand. Your reputation and personal brand are two of your most valuable assets that you can build on. Your personal brand is an important factor in your success. It can help you to become successful on the market and attract more customers.

2. Accounting 101
Everything you have ever wanted to know about starting your own company. From incorporation – Do I need a secretary? What share structure should I put in place? – to setting up your first accounts/bookkeeping system. We will also cover – What records do I need to keep and for how long? With an overview on payroll, dividends, tax returns and VAT registration.

3. Branding for Businesses
Branding is much more than a logo, colour palette, and related collateral. An effective brand is one that resonates deeply with the ethos of your organisation and your mission, and that delivers reputation, social impact, partnerships, sales and plays a key part in the formation of an excellent business strategy.

4. Advanced Accounting & Finance for Founders
Do I need a bookkeeper? When do I need a controller or finance director? What information should I be seeing weekly? How do I know if my financial data is correct? What about looking at the future – is there an easy way to model out cash flow? What additional tax tricks are there that I should know about?

Our experts on the topic are Jonathan Levy, Director of AccountsPro and Valerie Forgeard, Founder and Director of Stunning Brand in partnership with Startups Magazine.


About AccountsPro

AccountsPro is a London based firm that provides Accounting, Talent and FD support to startups and scaleups. Founded by Jonathan Levy, who has worked in entrepreneurial startups and professional practice. The firm provides accounting support and also specialise in building financial models, R&D tax credits, preparing startups for investment, through to FD support and international expansion. They also help their clients find interim and permanent talent to launch or scale their business. For more information on AccountsPro’s services, please visit

About Stunning Brand

Stunning Brand brings 32 years of experience in broadcasting, social media, stakeholder engagement, community building, public speaking and negotiation to the private, non-profit and public sectors in unique services that help leaders, entrepreneurs and companies raise their profile and their impact. For more information on Stunning Brand’s services, please visit

Book your place on the Branding and Finance workshop here:

Advices Business Funding

Cheat-sheet The Business Startup Checklist – Part 1.

The Business Startup Checklist:- Things you need to start a business
When launching a new venture it’s important to get the best advice and guidance to help you through the process from evaluating yourself and creating a business plan to funding and building your team.

Wouldn’t it be great if you could have a cheat-sheet (or a startup checklist) to guide you through the process with key tasks and activities to ensure your start-up business is a success.

There is not an ultimate guidebook, but AccountsPro have put together a business startup checklist which will guide you through the things you need to know from pre-launch to post-launch.

Startup Checklist (This is Part 1. of the Startup Checklist. There will be a Part 2. to follow)

Evaluate yourself
This is a vital step in starting up a small business. Consider your knowledge, confidence and experience and identify areas where you night need support. Commit yourself to starting a business and ask yourself:

• What skills do I have?
• What am I passionate about?
• What is my area of expertise?
• Am I committed to starting a business?

Once you have satisfied yourself that starting up a business is for you consider:

• How much can you afford to invest?
• Do you need to raise extra funding or capital?

Create your idea
Validate your idea and ensure it solves a real-life problem. Consider what is different about your idea.

• How will it stand out from the crowd?
• Why will people want to use it?
• Do you know about this business?
• If not, what do you need to learn?

Market Research
This is critical for any small start-up business. Spending time on market research is the best way of knowing and understanding your customers. Comprehensive market research is the best way to evaluate the strength of you new business and vitally important if you want to raise capital.

Write a business plan
Formalise your ideas on paper. Planning helps clean up ideas, achieve full potential, find the right team to support the business and secure funding.

Your business plan will give a clear picture of your small business startup and is more likely to attract investors and funding.

Choose a business structure
Choosing the right business structure is important, with each structure having different tax issues to consider as well as different liability considerations.

The differences between the main structures are:

  • Sole trader – exclusive ownership of a business, entitlement to all profits, but also liable for losses.
  • Partnership – similar to the option above, but profit and liability split between all founders.
  • Limited company – a private company where your liability is only tied to the amount you have invested.
  • Limited liability partnership – as above, but with multiple partners tied to the amount they have invested.

Assess your finances
Once you have evaluated your plan you will have a clear idea of what sort of capital you will need to start. The finance you will need will depend entirely on the business you are launching. Break it down into categories:

  • Essential investment
  • Helpful investment
  • Nice to have investment

You will also need to consider:

  • Finance options including bank or startup loans and investment or funding. You may consider applying for funding through the UK government Seed Investment Scheme (SEIS). For further information see AccountsPro article A Guide to SEIS for Startups: How to Make Your Startup Investible. Crowfunding and venture capital funding are other options open to small business startups.
  • Finance tools to ensure you are able to effectively track and manage your money and meet your financial obligations as a small startup business in respect of accounting and bookkeeping and tax advice and obligations. There are a number of accounting tools that are available for startups. AccountsPro can assist with our Cloud Automation Services which can automate a number of financial processes within the business.

Choose a business name and brand for your business
This will need to be thought about carefully for legal and marketing purposes. Check that your business name is available by doing a search with Companies House.

Register a website
Once you have decided on a business name, you should consider registering your website address (domain name). It is important in today’s world that you have a digital presence, and we can help you to source the talent to design and build your website for you.

Making your first hire
Many startup founders have the mindset that they can do everything themselves, but this is rarely the case. Startups need talent at different stages of growth, and it is often more cost effective to hire interim talent and leaders that can specialise in building teams around their particular function.

AccountsPro specialise in helping your hire permanent or interim talent but, hiring is not always the option, and we can advise and provide guidance on more cost-effective alternatives.

Sourcing an Accountant and financial services
Ensuring you have a good accountant will help to overcome initial hurdles. Keeping financial records, complying with tax obligations, VAT and PAYE rules are all musts.

Our Accounting Services include monthly and all-inclusive packages from bookkeeping to year-end accounts and PAYE.

AccountsPro are listed as a Tech SME UK Accountant Recommendation for 2021 and our team can give you guidance and advice on financial modelling for your small business startup including company incorporation, preparing startups for investment through to flexible FD support.

Our Startup Advisory Service provides guidance which is based on our teams’ experiences of both working ‘with’ startups and ‘inside’ startups. Our team have the experience as employees and founders, and we are always on hand to give you the best possible guidance.

For a trusted finance partner that will support and guide your business, contact us for a free consultation using our contact form. Alternatively, you can call us on 0207 193 8798 or email us at:


Outsourced CFO and FD Services for Startups & SMEs

Outsourcing a CFO or FD can be a very cost-effective practice for startups and early-stage companies and provides an invaluable resource for your business, allowing you to access the strategic financial skills and expertise that your company may not as have as a newly formed company or startup.

Hiring a Chief Financial Officer (CFO) or Financial Director (FD) is often not economically possible and allows you to gain expertise without adding to your permanent headcount.

As a business develops and expands, a start-up or early-stage company will need CFO or FD to help navigate growth. An outsourced CFO service can be highly effective and outsourced CFO service costs can be very appealing to start ups and small businesses.


An outsourced CFO or FD can provide your company with:

  • Experience – being able to tap into financial expertise
  • Forward planning – working with your business to provide monthly forecasts, yearly budgets, source funding and capital and give you a clear view of your company’s likely landscape down the line
  • Oversight – help you to see, understand and enhance the numbers
  • Insight – review and challenge financial strategy and information


Chief Financial Officer v Financial Director

The roles of CFO and FD are interchangeable. Both roles play a vital part in managing, controlling, and analysing the financial climate of a business.

In larger companies, where there are teams of people working on financial matters, the CFO is the most senior person within the finance operations.  The FD will be the most senior accountant in charge of day-to-day operations.

The key responsibilities of both roles are outlined below.

The Chief Financial Officer will oversee the company’s financial operations, managing the financial intricacies and working together with senior company executives and the senior management team to develop and manage financial and tax strategies and set up financial IT systems.  Their primary goal is to drive the company’s financial planning to support its growth and secure new business and are responsible for strategic direction.

The Financial Director has similar responsibilities, creating a solid foundation upon which a company can grow, providing financial advice and support to senior executives and directing the company’s financial operations.  They are generally responsible for focusing on all financial aspects of the company and overseeing systems and controls on a day-to-day basis.

In start-ups and small to medium sized businesses, the distinction can be academic with the job descriptions being comparable.  The key point is to focus on the tasks to be performed and to ensure the business has the right financial leaders to build financial models, source investment, raise capital and explore funding options.

In organisations where there is a CFO the FD will have similar responsibilities, but the key difference is that the CFO will be part of the senior executive team and sit on the board, whereas the FD are not part of the senior team but have a key role in overseeing and directing the company’s financial operations and report to the CFO.

The level of financial leadership required will depend on business requirements.  Each have different skill sets and the stage of a business will establish when such skill sets are needed. A startup or early-stage company will need advice and support when raising funds and capital and to explore tax relief schemes such as EIS/SEIS.

Hiring is not always the right option, at AccountsPro we can provide your business with FD and CFO Support which are designed to help your business grow and succeed. We will provide an experienced and commercially astute finance professional without adding to employee count and resource costs and will work with your startup or early-stage company to ensure you have the right level of support that will add vast support to your team.

We understand how businesses work and how to make them grow. By combining financial support and business acumen, we will build the right financial foundations for your company and give you the support and advice when you need it – identifying opportunities and providing a cost-effective resource to support your company’s growth.

AccountsPro can find the best talent for your startup, helping you hire interim or permanent FD or CFO support as we become an extension to your business.

For a trusted finance partner that will support and guide your business contact us for a free consultation.