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Sectors

SECTOR EXPERTISE · CITI ACCOUNTS

Financial Services & Fintech

Financial services and fintech businesses need accurate numbers at speed. Whether you are building a platform, running an advisory firm or scaling a regulated service, we help you strengthen financial controls, understand cash runway and produce reliable information for directors, investors and other stakeholders.

The Problems We Help You Solve

Financial controls

Reliable controls keep reporting accurate and investor-ready.

Income reconciliation

We reconcile subscriptions, fees, commissions and processor settlements.

Tax & VAT changes

Tax and VAT stay aligned as products and services evolve.

Cash runway

Clear forecasts show runway, hiring capacity and funding needs.

How We Help

You receive an accounting service that can develop with the business. We can take care of day-to-day compliance while also providing the management information and forward planning needed for growth, investment and stronger governance.

01

Cloud bookkeeping

Cloud ledgers and payment platforms stay reconciled and current.

02

Board reporting

Clear board reports explain revenue, costs, cash and runway.

03

Payroll & contractors

Payroll and contractor payments remain accurate and compliant.

04

Forecasting & tax

Forecasts connect growth plans with funding and future tax.

A clearer financial path forward

From early-stage fintech ventures to established financial and professional firms, Citi Accounts provides practical ACCA-led support that makes the finance function more dependable, more understandable and ready for the next stage.