A.J.B.R.A. is a newly established consulting firm that helps technology start-ups bring innovative products to market. Like many early-stage businesses, the team was focused on delivery and client success but needed a trusted partner to take care of the financial fundamentals. They were looking for support across several areas including accounts preparation, tax, invoicing and forecasting as well as guidance on structuring the founder’s compensation in the most efficient manner.

Without the right structure in place, the business risked losing visibility over its financial position and facing tax surprises down the line. More importantly, time spent worrying about compliance, reporting and deadlines would detract from the company’s core mission of supporting tech innovation.

Upstreamly stepped in with a clear and flexible solution. We registered the business for all relevant taxes and introduced timely, accurate reporting supported by a clear calendar of financial deadlines. Just as importantly, we made ourselves available whenever needed through regular check-ins, proactive advice when relevant, and being on-hand for even the smallest queries.