Specialist support for Technology & Innovation businesses

We help ambitious tech and innovation-driven businesses stay lean, compliant, and investment-ready with proactive finance, tax, and audit support.

R&D claim support

Scalable finance systems

Investment round guidance

Tax and audit assurance

Service lead

Jamie Snell

Director of Client Finance

Built for scaling, backed by insight.

From early-stage to exit, our team helps founders and finance leads stay focused on the mission.

Growth shouldn't mean chaos.

You need finance and tax partners who understand the pace and complexity of innovation. From R&D tax claims to equity structuring and international compliance, the wrong advice slows you down.

You might be:

  • Building or scaling a SaaS, AI, or tech-enabled product

  • Preparing for VC or angel investment

  • Managing multiple revenue streams or jurisdictions

  • Needing audit or assurance for enterprise clients

  • Growing fast without in-house finance expertise

We bring clarity, structure, and growth-aligned advice.

"We specialise in working with agile, innovative companies. Our role is to give founders financial clarity and the confidence to scale."
Kieran Buller
Technology and Digital Advisory Partner

End-to-end advisory, tax, and audit services

From R&D tax claims to investor reporting.

Here’s what we typically support our tech clients with:

  • R&D tax reliefs (incl. Advanced Assurance and claims)

  • SEIS/EIS eligibility and investor documentation

  • Statutory accounts and Corporation Tax returns

  • Independent Accountants’ Reports for grants or compliance

  • Scalable finance function support (bookkeeping, reporting, forecasting)

  • Statutory audits for funding, compliance or enterprise procurement

  • Group structuring and IP protection guidance

  • Employee share schemes and option planning

More than your traditional accountants

Flexible support that grows with your business.
  • Discovery session to understand your growth plan

  • Honest guidance on R&D eligibility and grant options

  • Help structuring equity, group entities, or EMI schemes

  • Regular management reporting and cash flow support

  • Proactive tax planning for founders and shareholders

  • Simple, fixed-fee engagement models

"You get experienced finance brains who understand startups, scaleups, and how to avoid the common pitfalls."
Karen Coult
Client Finance Partner
"We love working with tech-led businesses because they challenge us to stay sharp and always improve our own systems."
Luke Noble
Client Finance Partner

Our promise

We promise to respond to every enquiry within one business day, providing a clear timeframe for the anticipated resolution.

Tech-savvy accountants who care about your growth

  • Dedicated point of contact

  • Start-to-finish R&D tax support

  • Transparent fees

  • 1-day turnaround on urgent investor queries

  • Support across tax, finance, and audit

Get a tech-focused accountant in your corner

Book a free discovery call to discuss your funding, compliance, or reporting needs.

Your client finance partners

Caitlyn Evans

Client Finance Partner

Karen Coult

Client Finance Partner

Kieran Buller

Client Finance Partner

Luke Noble

Client Finance Partner

Frequently asked questions

Yes. We work with tech businesses from pre-seed to Series B+ across multiple verticals.

Absolutely. We prepare robust claims and handle all HMRC communication, including Advanced Assurance.

 

Yes, from bookkeeping to virtual FD services. We tailor the support to your needs.

If you're raising money, tendering for larger clients, or part of a group structure, it’s likely. We can advise.

Yes. We offer end-to-end support from Advance Assurance to investor certificates.

Our core sectors

Our expertise spans a wide range of industries, with 60% of our client base concentrated in the following core sectors:

Professional Services

Consultants, agencies, engineers, and other specialised firms providing expert professional services.

Technology & Innovation

SaaS companies, crypto businesses, software development firms, and tech start-ups.

Manufacturing & Logistics

Manufacturers, supply chain operators, warehousing businesses, and logistics providers.

While we specialise in these areas, our diverse client portfolio includes businesses across various industries, from retail to construction and manufacturing to hospitality.

No matter your sector, we’re equipped to support your growth and success.

Trusted by businesses like yours

"Caldwell Penn's transparency, professionalism, attention to detail, and friendliness distinguish them from all other firms we have previously engaged. They have exceeded our expectations by additionally offering R&D advice, which has significantly benefited our operations."
Allaero Limited
"While it’s hard to get excited about an audit, Caldwell Penn made the experience as seamless as possible. Communication was clear and effective, and the management letter provided valuable insights for our business. We highly recommend their services to any business in need of a thorough and efficient audit."
UK Lanyard Makers Ltd
"Caldwell Penn handle everything for us with a proactive, tailored approach. Their dedicated team understands our goals, ensuring we never miss tax-saving opportunities. They’re more than accountants, they’re partners in our growth."
Syon Creative Ltd
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