Workflow
My finance and tax support stack
Books are behind, payments are slow, and nobody has checked which reliefs might apply.
The outcome
Reconciled accounts monthly, faster cash collection, and specialist review of available reliefs.
The steps
One accounting platform
Xero or QuickBooks. Pick one and stop debating it.
Monthly reconciliation
Internal or outsourced, but it happens every month without exception.
Deposits and payment links
Stripe links sent with quotes reduce no-shows and improve cash flow.
Separate compliance from specialism
Your accountant files; specialist reliefs usually need a specialist.
Document expenditure properly
Relief claims live or die on evidence, so record projects and costs as you go.
Annual relief review
Check eligibility once a year rather than never.
Where this usually goes wrong
- Assuming your accountant handles specialist reliefs
- Reconciling once a year in a panic
- No deposit on work that ties up resources
- Poor project documentation, making claims hard to evidence
Where my companies fit
Declared openly — these are businesses I benefit from.
- Reclaim Tax UK
Reclaim Tax UK is the company I am involved in that reviews eligibility for R&D relief, capital allowances, land remediation relief and Patent Box.