Our Services

Strategic Financial Solutions

Guiding you through every financial phase with personalised expertise and tailored strategies.

Comprehensive Financial Leadership & Strategic Advisory

Fractional CFO

Scale your business with access to an experienced finance team, tailored to meet your needs.

We believe there is a lack of quality and flexible solutions for scaling and start-up businesses, seeking high-quality and attentive advice & services without the cost of a full-time finance team.

We can provide these advisory & accounting services on a regular or ad-hoc basis. Our aim is to function as a satellite to our clients, meaning that although we are not directly employed by you, we operate as an extension of the management team. We can act as your CFO / FD or help you build a finance team that suits your business for the short or long term. Ultimately, it’s about what’s best for you and your business.

We work with clients to develop financial models, forecasts, budgets, and cash flow projections, giving you a clear picture of the short, mid & long-term outlook for the business. Your business goals should be clear, and we want to discuss them with you from day one, with our specialism on supporting growth and exit planning. We are passionate about understanding your business and setting those big-picture targets for you to work towards.

We have experience working with international groups, managing domestic and international finance teams, and ensuring statutory requirements are met both at home and abroad.

Commercial Advice

Scaling up businesses can be a challenging time, which is why we provide a one-stop support shop to guide you through this process.
Through experience, we find that businesses often overlook or are not taken through key steps or incentives that can later prove to be invaluable for the business owners.

  • Shareholders agreements and company structure. We believe this is a critical component of company setup that a large proportion of small businesses overlook, which can make decisions and disputes harder to resolve down the line.
  • Staff incentive schemes such as EMI & Investor incentives such as SEIS & EIS
  • Building finance teams and recruitment
  • Setting up company bank accounts
  • IR35 reviews for contractors/owner-managed businesses
  • Coordinating with overseas accountants
  • Finance, Bank account and Loan Applications
  • Grant applications
  • Company structure
  • R&D
  • Business Health checks – Does your business model work & are you charging enough?

Morro collaborates with various business partners to supplement specialist advice where necessary.

Compliance – Statutory Accounting and Tax

We are an ICAEW registered practice and provide statutory services:

  • Year-end accounts
  • Corporation tax returns
  • Personal tax returns
  • VAT
  • CIS
  • Payroll
  • FCA Returns

Providing these services enable us to give you holistic tax advice for the company and you as an individual. We want to ensure you are comfortable with your statutory requirements and tax planning.

We believe in setting up robust accounting systems in your firm, whether you are an owner-managed business or a larger firm. Time spent on creating solid systems enables us to spend more time with you, the business owner, making strategic decisions about the future of your business. We value efficiency both in the work we produce and in the way we work with our clients. This is why we only operate with cloud-based software and run a paperless business. This means we are not geographically limited, with clients all over the UK and overseas.

Management Accounting

Often overlooked in the early stages of business, management accounting plays a pivotal role in driving organisational success and sustainability.

We want to empower you to understand your business by providing access to real-time, accurate information and helping you grasp the story behind the numbers. The advantage of these regular reviews is crucial for strategic decision making, performance evaluation, planning, and sustainability. We find these regular meetings extremely beneficial for deliberating the next steps in your business and acting decisively on these plans. They serve as regular checkpoints for actions to be implemented.

Growth Support

Tailored Financial Solutions for Growth and Innovation

Helping Startups & Scaleups

Embarking on a new venture or scaling an existing business is both exhilarating and challenging. At Morro, we specialise in nurturing startups and scaleups, offering them the foundation and resources to succeed. Whether it’s crafting a robust business plan, setting up your company structure, or helping you to understand the mechanics behind your balance sheet, we are here to help you look at the big picture and future of your business.

Obtaining Finance & Grants

Sourcing the right kind of financial backing is a crucial component in propelling your business forward. At Morro, we excel in aiding businesses to secure or source the necessary finance and grants that aide your growth. We can work with you through each step of the application process, offering insights and support to enhance your chances of success.

Setting up Share Schemes

Implementing share schemes can be a potent tool for attracting and retaining top talent in your organisation. At Morro, we have a wealth of experience in devising and setting up share schemes that align with both company goals and employee expectations. From advising on the most suitable types of schemes, such as EMI, to ensuring legal and regulatory compliance, we can work through every detail with you to establish a scheme that is both beneficial and motivating. We also work with partners to bring you modern share scheme tech & portals giving the business owners the best overview of the current position – we have found this particularly useful for scale-up businesses.

Financial Modelling and Projections

Financial modelling and projections are the backbone of informed business decisions. At Morro, we specialise in developing detailed financial models that provide a clear and accurate picture of your business’s potential trajectory. Whether it’s for investment appraisal, budgeting, or strategic planning, we design bespoke models that factor in the variables in your business. We work closely with you to understand your business dynamics fully, translating them into actionable insights through sophisticated financial analyses. Our commitment is to equip you with the tools and knowledge to navigate the future with confidence and strategic foresight.

Working with us

We deliver the support that suits your business

We pride ourselves on taking a collaborative and proactive approach to accountancy. It’s our mission to deliver expert support at a level that suits you and your business when you need it most.