Case Study
SaaS9 April 2024
SaaS Scaleup Saves £68k Through Proactive Tax Planning
£68,400 tax saved and board packs automated
Background
ClearSight Analytics was preparing for Series B and needed reliable numbers plus a tax strategy that wouldn’t slow growth.
The Challenge
Year-end work was reactive, R&D claims lacked documentation, and board packs took days to assemble.
Our Solution
We introduced quarterly tax planning sprints, refreshed R&D evidence files, and automated management packs with margin and cash runway insights.
Results
- £68,400 tax saved across two filings
- Board packs produced in 90 minutes instead of a day
- Clean diligence-ready ledger with audit trail for investors
Testimonial: “Their tax planning saved us £68,400 across the last two filings and they now run our board packs so we can focus on shipping product. Quote provided with consent after board sign-off.”
