Whether you're looking to migrate your accounting data from SAGE to Xero or assistance
with raising finance, we have a range of additional services that can help.
Raising finance & funding
We are experienced in helping companies raise finance. Our team will guide you through the whole process, from identifying the most appropriate forms of finance through to end-stage completion.
We consider your requirements by reviewing the strategy and business plan while carrying out a suitability analysis of the funding requirement.
Inaequo assist with the preparation and presentation of the financial model for submission to funders, including any relevant scenario modelling and sensitivity analysis.
Aid with end-stage negotiation & completion
R&D tax credits
SME R&D relief allows companies to deduct an extra 130% of their qualifying costs from their yearly profit, as well as the standard 100% deduction, to make a total 230% deduction or claim a tax credit if the company is loss-making, worth up to 14.5% of the surrenderable loss.
We know exactly what HMRC expect to see when preparing a R&D tax credit claim. We can guide you through the process from identifying qualifying expenditure to submission of the claim.
Forecasting & projections
Every business needs to plan ahead to ensure success. Having a projection of your future profits and cash flow through financial forecasting is crucial to ensure you make the right decisions at the right time.
We can help prepare budgets, which enable you to forecast your profit levels and cash flow requirements and provide a benchmark against which you can measure your actual results.
Our financial plans, budgets, and forecasts can be used to provide reassurance to banks and other investors when applying for funding.
We conduct a business & strategy review to give an honest assessment of the financial strength, stability and viability of your company.
We will assess your business's performance, strengths, weaknesses and provide a report based on our findings. We then aim to put a plan of action in place to turn failing businesses around.
Whatever sector you’re in, our planning and strategy workshops are designed to get to the heart of your business challenges and discover the insights needed to enable progress and get results. Our aim is to develop a plan or idea you’re confident and excited to take forward because you know it evolved based on sound insight and planning.
We will meet with your executive team to clearly identify your OKRs (Objectives and Key Results), then request various financial & non-financial data from your organisation and work with you to identify a clear set of goals & KPIs to achieve your desired outcome.
SAGE to Xero conversions
Moving systems can be a daunting process. You’ve got all your financial history in the original system, and learning something new takes time. We manage the entire process to ensure a smooth transition from SAGE to Xero so you can start fully taking advantage of technology to level up your finance function.