£149 Private Banker — 30-min Strategy Call
Focused 30-minute session with a chartered management accountant — residency, structure, crypto and capital decisions.
CFO, ACCOUNTING & ADVISORY FOR UK BUSINESSES — FOUNDERS, E-COMMERCE, CONSULTANTS & CRYPTO
Are our accounting
services any good?
No — they’re great.
Full-stack accounting & advisory for UK businesses — compliance done right, legal tax planning, FP&A clarity, and crypto-ready bookkeeping — so you can focus on growth.
Packages
Every package includes core compliance and proactive support. We’re currently at capacity for monthly retainers. Join the waitlist and we’ll email you when a space opens — with 10% off your first month.
Platinum
Currently full — join the waitlist below.
- Company accounts & tax returns (HMRC & Companies House)
- VAT returns (where applicable)
- Payroll for employees
- Management reports
- Ongoing advice
- Dealing with HMRC letters
- Tax advice
- Tailored support for your business
- Crypto-ready bookkeeping
- 30-min ‘Private Banker’ video calls / month
- ‘Virtual CFO’ — dedicated chartered accountant via email/text
No payment taken now. We’ll email you when a space opens.
Titanium
ScalingCurrently full — join the waitlist below.
- Company accounts & tax returns (HMRC & Companies House)
- VAT returns (where applicable)
- Payroll for employees
- Management reports
- Ongoing advice
- Dealing with HMRC letters
- Tax advice
- Tailored support for your business
- 30-min ‘Private Banker’ video calls / month (FP&A + Capital Strategy)
- Virtual CFO — dedicated chartered accountant via email/text
- Crypto tax support & wallet reconciliation
No payment taken now. We’ll email you when a space opens.
Diamond
WHITE-GLOVECurrently full — join the waitlist below.
- Company accounts & tax returns (HMRC & Companies House)
- VAT returns (where applicable)
- Payroll for employees
- Management reports
- Ongoing advice
- Dealing with HMRC letters
- Tax advice
- Tailored support for your business
- Weekly 1-hour ‘Private Banker’ video calls (planning & strategy)
- ‘Virtual CFO’ — dedicated chartered accountant via email/text
- Crypto advisory, reconciliation & advanced reporting
No payment taken now. We’ll email you when a space opens.
Join the priority waitlist
We’re at full capacity for ongoing monthly work. Join the priority waitlist and we’ll email you when a space opens, including 10% off your first month.
Please email us with:
- • Your name and business name
- • Where you’re based / your tax residency situation
- • A brief description of your business and income sources
- • Which package you’re interested in (Platinum / Titanium / Diamond / not sure)
Email: [email protected]
No payment is taken now. We’ll review your details and contact you when a suitable slot opens, with your 10% discount applied to the first month.
Services
End-to-end finance operations for SMEs: compliance, reporting, FP&A and advisory.
Compliance
- Company accounts & tax returns
- VAT returns (MTD)
- Payroll & RTI
- Companies House filings
FP&A
- Management reports
- Cash flow & runway
- Unit economics
- Board packs
Advisory
- Tax planning (legal & efficient)
- Pricing & margins
- Capital strategy
- Crypto treatment & HMRC
About David
David Duffy, ACMA (CIMA, AICPA), is a chartered management accountant with over 20 years’ experience. He has held senior roles across blue-chip finance and risk at RBS Group Chief Accountant’s Office, Scottish Widows (Group Solvency), and Lloyds Banking Group (Capital Planning & Liquidity). For the last decade he has run UK limited companies, personally handling complex company and personal tax filings and HMRC correspondence. Today he partners with founders, digital nomads, freelance consultants and Amazon sellers to deliver rigorous UK compliance, clear FP&A, and legal, efficient tax planning—including crypto wallet reconciliation and HMRC reporting.
Professional memberships
Affiliations that evidence our commitment to rigorous standards.
Logos are trademarks of their respective owners.
Clients we work with
7-figure online creators • Amazon FBA across 10+ countries • B2B SaaS scaleups
Crypto accounting & tax, done right
We reconcile exchanges and wallets, map DeFi/DEX activity, and keep HMRC happy. From staking and airdrops to capital gains, we build clean audit trails and proactive tax positions.
- Exchange & wallet aggregation (CSV/API)
- DeFi, NFTs, staking, airdrops, LP accounting
- IFRS/UK GAAP treatment & HMRC compliance
- Clear working papers & reconciliations
Crypto & tax strategy call (£149)
30-minute private session. Bring wallets, CSVs, and questions. We’ll outline your HMRC position and next steps.
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- Company accounts & tax • VAT • Payroll • FP&A
- Crypto reconciliation • HMRC treatment • Working papers
- UK focus • International operators welcome