Advisors for SaaS and Tech Business
Specialist, fixed fee tax planning and accounting for founders from pre-seed through seed, scale, and exit.
Are you frustrated by any of these
- Does your accountant not understand ARR, MRR, CAC or LTV?
- Feeling lost when it comes to cash burn or reaching your goals?
- Constantly unsure about investor reporting?
- Overwhelmed by the pressure of managing your business finances?
- Worried you're paying more tax to HMRC than necessary?
Let Us Help You Take Control of Your Finances
Quick Response Times
No more waiting days for answers
Save on Tax
Smart planning that keeps more money in your pocket
Boost Your Profits
Keep investors happy whilst adding to your bottom line
Free Up Your Time
Advice that is meaningful for your business growth
Tailored, Personal Service
You're never just a number to us
We keep things clear and honest - no confusing jargon, and no surprise bills.
You’ll always know exactly what you’re paying for, and we’ll never try to baffle you with complicated language. Instead, we use our hard-earned expertise in the tech sector to help you find smart, compliant ways to reduce your tax bill and keep more money in your business.
We get it - being left hanging by your accountant is the worst.
When you’ve got a simple question, the last thing you want is radio silence. That’s why at Vertex Business & Tax Advisory, we make it a priority to respond to your calls or emails within 48 hours (excluding weekend and bank holidays). Even if we don’t have the answer straight away, you’ll know we’re on it and working to get you what you need – fast, friendly, and fuss-free.
Reduce your risk
Running a fast-growing SaaS or Tech business can feel like a balancing act – one wrong step, and things could wobble.
Growth brings opportunity, but it also brings risk. That’s where we come in. We’ll help you stay firmly in control of your cash flow and finances, so you can scale with confidence. With a solid financial foundation in place, you’ll be free to focus on building the business you’ve always envisioned – minus the stress.
Who we work with
Early Stage Start-Ups
Starting your business journey? We’ll help you lay the right foundations - from choosing the best structure and registering with HMRC to setting up accounting systems and keeping your finances on track from day one. You focus on building the dream - we’ll handle the numbers.
Pre-Seed and Seed Stage
Scaling up comes with its own challenges. Whether you need help with cash flow, tax efficiency, hiring your first team, or investor reporting, we’ll give you the financial clarity and support to grow with confidence - and without chaos.
Scale-Ups
You've built something solid - now it’s about optimisation, insight, and strategic growth. We help scale-ups maintain control, streamline their operations, plan for the future, and unlock new opportunities with detailed reporting and advisory.
Established Businesses
For mature SaaS and tech companies, we act as a proactive finance partner helping you optimise efficiency, strengthen governance, and support long-term strategic planning. We provide CFO-level advisory, help with becoming audit ready and help you exit sucessfully.
Every business is different and our packages are built to reflect that. Below are a indication of prices charged - all prices are "starting from"
Start-up
£229
per month
Build your financial foundations from day one.
Designed for pre-revenue and early-revenue startups that need their accounting and compliance handled properly without paying unnecessarily
Includes: Annual accounts & corporation tax return; Confirmation statement; Bookkeeping up to 25 txn p/m, VAT returns where applicable; 1 director self-assessment; Six-monthly management reporting; and Email support
Pre-seed & seed
£545
per month
Accounting and financial insight for funded startups.
Everything you need to stay compliant while gaining greater visibility over your finances, cash position and performance as you raise capital and begin scaling.
Includes: Everything in Start-up; Monthly bookkeeping; VAT returns; Payroll support; Quarterly management accounts; Cash-flow forecasting; Cash runway & burn-rate reporting; MRR/ARR and selected SaaS KPIs; and Investor-focused financial reporting.
Scale-up
£1,500
per month
A finance function built around growth.
For growing businesses that need more than compliance and require detailed financial insight to support strategic and operational decision-making.
Includes: Everything in Pre-seed & Seed; Monthly management accounts; Monthly SaaS KPI reporting; MRR, ARR, churn, CAC, LTV & gross margin analysis; Budget vs actual reporting; Detailed cash-flow forecasting; Scenario and financial modelling; Quarterly finance strategy meetings
Established Business
£3,500
Per Month
Outsourced finance and strategic CFO support.
A fully outsourced finance function for established SaaS and technology companies requiring a proactive, strategic finance partner that you can trust.
Includes: Everything in Scale-up; Board-level monthly reporting; Rolling financial forecasts; Advanced financial modelling; Full SaaS performance dashboard; Scenario planning; Fundraising & investor reporting support; CFO-level advisory; Proactive tax planning and structuring advice; and Group and shareholder structuring advice where appropriate
We offer a premium service, through our specialist knowledge we understand that no two companies are the same – our fees are tailored to your specific needs. Get in touch and we’ll walk through exactly what’s required, so we can provide a quote that fits you perfectly with your business.
What Our Clients Say
They were was brilliant! The team provided reassurance all the time and they stuck to their words. I would definitely recommend the team at Vertex.
Layla Becker
Health care start-up
The team have delivered exceptional value – enhancing my bookkeeping, helping me track and forecast my business performance, and offering valuable guidance on all matters
Hassan
Fitness app developer
Vertex Business & Tax Advisory, did a full tax audit on my business to find extra tax savings which our previous accountant did not consider. The numbers all make sense now!
Mansar Karim
Workflow automation start-up
The team is incredibly efficient, they have responded quickly to all our queries. No question was too big to answer. They make us feel like we are their only client.
William Parker
Online finance consultancy
The service is brilliant, offering priceless advice and guidance. We wholeheartedly recommend them to any serious business owners.
Katerina Paul
Wellness app start-up
If you’re in two minds or unsure and on the look out for a team who know what they’re doing then take my advice and choose Vertex, you will not regret being part of this team!
Ashraf Kamaly
Fintech company
