Empowering an Energy Services Startup with Clear Financial Visibility & Strategic Support

Our client, a growing start-up delivering energy services across Europe, needed a solid financial framework to match its technical innovation. With new markets opening and technologies under development, the Managing Director recognised that timely and accurate financial information would be essential for managing the business and making effective strategic decisions.

A clear financial framework would ensure the business had full visibility over its performance, helping leadership make the most of every opportunity. While the company remained focused on operational delivery and growth, they needed a partner who could provide clear, accurate reporting and navigate the complexities of tax and compliance on their behalf.

Key Upstreamly Attributes:

  • Proactive and strategic, enabling informed decision-making

  • Clear and timely management reporting

  • Expert management of R&D claims & tax processes

  • Compliance confidence, removing administrative burdens

  • Supportive partner as the business grows

Upstreamly became that trusted partner. We managed the company’s tax registrations, took full responsibility for the R&D claim process, and established a structured approach to management reporting. By providing timely and accurate financial reports, we gave the owner real insight into the business’s performance, enabling more confident, informed decision-making. At the same time, we removed the compliance and administrative burden, allowing leadership to focus fully on innovation and expansion without distraction.

The result was a well-supported and financially confident business. The client gained not just better control and clarity over their numbers, but a true financial partner on hand to provide guidance and strategic input as they scaled. With Upstreamly’s support, the leadership team could make sharper decisions, maximise available opportunities, and build their business with confidence.