All client stories
Complete HQStep Exchange
Client storyScale-upSwitched from a City firmWith us 3 years

Tripled revenue, turned profitable, and ran a leaner finance team doing it.

Dan George moved to Complete HQ after high fees and little value from a City firm. Three years on: more than triple the revenue, a profitable business and a smaller finance team.

The impact

More growth. Less friction.

3x+

Revenue growth in 3 years

Profitable

Now a profitable business

~£100k

R&D tax relief claimed

Leaner

Fewer finance and ops staff, despite higher volumes

Revenue indexed to when Step Exchange joined us. Source: Dan George. Not annual revenue figures.

More volume, smaller back office

We absorbed the extra volume as Step Exchange grew. The team could reduce finance and operations headcount and put that time into building the product and driving sales.

  • Supported through more than tripling revenue and reaching profitability
  • Almost £100k of R&D tax relief claimed
  • Finance and operations headcount reduced while volumes grew
  • One partner for payroll, R&D claims and revenue recognition advice

Why they switched

From a City firm to a finance partner that fits

Dan came to Complete HQ on the recommendation of another founder. From the first conversation, the difference was clear. We offered a more complete service and adapted to Step Exchange's existing processes, rather than forcing the team onto yet another piece of software.

Before: a well-known City firm

  • High fees for very little delivered
  • Extra charges kept appearing
  • Didn't understand the business or how its revenue was earned

With Complete HQ

  • A more complete service from the first conversation
  • Adapted to existing processes, without forcing new software on the team
  • Understands the business, from payroll to revenue recognition

What we handle

One partner for the whole finance function

  • Payroll
  • R&D tax claims
  • Revenue recognition advice
  • Support as the business scales

In Dan's words

“Absolutely recommend them. They make the finance function work seamlessly in the background.”
Dan GeorgeFounder, Step Exchange
“They got to know our business intimately, which means it is very easy for us to rely on them for everything from payroll, R&D claims, ad hoc revenue recognition advice and more.”

Paying City fees for a service that doesn't fit?

A finance team that gets your business. One conversation to find out if we're the right fit.