Company Name
Surrey Event Agency Limited
Company Stage
Early Stage
Industry
Events / Exhibitions / Corporate Experiences
Key Services Used
Incorporation, Registrations, Payroll, VAT, Pensions, Compliance, Bookkeeping, Forecasting
About the Client
Surrey Event Agency Limited is a UK-based events business specialising in the organisation and delivery of exhibitions, fairs, and corporate experiences.
Challenges
As the director set up the business, finance and compliance were mission-critical but unfamiliar. When AccountUp came in, the picture carried material risk and a heavy admin load for a new founder:
The company needed to be stood up correctly from day one—incorporation, HMRC registrations, bank account, and operating basics—so trading could start without compliance exposure.
There was uncertainty around payroll: what salary level made sense, how to plan personal/company taxes, and how to run and administer payroll reliably each month.
VAT was a key unknown, whether to register, when/how to register, and how to keep books VAT-ready and submit returns correctly.
Pension duties required clarity and setup to avoid last-minute scrambles.
The founder needed an easy, low-touch way to submit invoices and receipts, plus a system that kept books current, closed each month, and produced decision-grade numbers, without the founder being pulled into back-and-forth.
SYSTEM INSIGHT / NEXT STEP
Make the next move with clarity.
If this issue is already showing up in reporting, runway, or team decisions, the next move is usually clearer with a structured finance view.
Our Approach
AccountUp built the finance function end-to-end so the founder could focus on winning work while we owned the numbers.
1) Company Setup & Registrations
Managed company incorporation, HMRC UTR, and assisted with opening the business bank account.
Registered for PAYE, VAT (as appropriate), and pensions, with all reference numbers and portals configured.
2) Payroll, VAT & Compliance Operations
Set salary strategy and tax-efficient pay mix, then ran monthly payroll with accurate processing and submissions.
Kept VAT books submission-ready, prepared and filed quarterly VAT returns, and planned upcoming liabilities so cash wasn’t surprised.
Owned the compliance calendar: payroll, pensions, VAT, P11D, year-end accounts & company tax return, director self-assessment, and confirmation statement—all tracked and filed on time.
3) Accounting Systems & Month-End Rhythm
Set up QuickBooks and a simple receipt-drop workflow so the team could hand off documents with minimal effort.
Ran month-end bookkeeping and close, maintaining reconciled ledgers and audit trail.
Produced management accounts on demand, plus packs for stakeholders when needed.
4) Planning, Budgeting & Founder Support
Built a 12-month forecast for the company and director, aligning salary/dividend planning with cash and tax efficiency.
Provided ongoing “ask-anytime” support on contracts, supplier terms, and finance questions to keep decisions moving.
Results & Impact
Clean start with all registrations in place
The company traded confidently from day one with no compliance guesswork.
Monthly payroll + VAT handled end-to-end
Routine obligations met on time; no founder time sink.
Decision-grade books & on-demand reports
Leadership sees a true & fair view for pricing, hiring, and cash planning.
Cash & tax planning mapped for the year
Fewer surprises; tax-efficient extraction and clear runway.
Low-touch document capture
Receipts/invoices submitted in minutes; books remain current.
Single accountable finance partner
One place for answers; faster execution; less operational noise.
Summary
Since July 2024, AccountUp has taken Surrey Event Agency from a standing start to a fully operating, compliant, and insight-ready finance function. We handled the setup, registrations, payroll, VAT, pensions, monthly close, and tax planning, so the founder can focus on delivering standout events while trusting the numbers.
