3PF was approached by a Fintech business that was transitioning from startup to established business. Once again the founders had a good plan with solid technology and a clear understanding of what they were trying to achieve.
Unfortunately their existing accounting team had not been able to keep things up to date. The business also had a significant R & D claim to be lodged to assist with future growth strategies.
3PF was able to quickly come in and in the space of 2 weeks get everything completely cleaned up and up to date. We conducted our Initial Business Review to assess the opportunities and challenges that existed and also combined this with listening carefully to what the management wanted prioritised.
Once the initial clean up was completed we then put in a place a monthly retainer to manage their complete finance requirements from accounting, payroll, compliance, business modelling and cashflow management.
3PF has enabled the founders to solely focus on developing the business, raising additional funds and seeking out client opportunities.