SaaS startup
From spreadsheet chaos to investor-ready in two weeks
The challenge
A pre-seed SaaS founder was running everything in spreadsheets, had no VAT or payroll set up, and was weeks away from investor conversations with no clean financials to show.
What we did
- · Set up and configured Xero from scratch, including bank feeds and chart of accounts
- · Migrated historic transactions and reconciled the backlog
- · Registered for VAT and set up director payroll
- · Produced the first set of investor-ready management accounts
The result
- ✓ Fully configured and trading on Xero within 5 business days
- ✓ Investor-ready monthly reporting in place before the raise
- ✓ ≈10 hours/month of founder admin handed back