Upstreamly

About Upstreamly

Established in 2015 with an initial emphasis on the energy sector, this chartered accountancy is headquartered in London and runs further offices in Aberdeen and Porto, where a local practice head leads the Portuguese team. Its clients are start-ups and fast-growing businesses in energy, fintech, crypto and blockchain, real estate, software and health technology, drawn from Africa, Europe, Asia and the Americas. Work is delivered on cloud accounting platforms, and the firm acts as a finance function for founders, including fractional finance-director support. Published material is largely framed around United Kingdom rules such as HMRC filings, FRS standards and share-incentive schemes, so cross-border work often involves UK-linked structures. The firm is regulated by the ICAEW, has committed to reaching net zero by 2030, and offers pro bono services to several charities.

Services

Bookkeeping, management accounts, cash-flow monitoring, VAT and payroll within a cloud-based finance function. Company incorporation, registered office address and company secretarial services, plus statutory accounts. Tax work covers corporate and personal tax, research and development claims, transfer pricing, restructuring and international tax questions. Advisory offerings include fractional CFO support, M&A valuations and due diligence, joint venture assurance, employee share schemes such as EMI and ESOP, and investor-scheme compliance for EIS and SEIS fundraising.

• ✓ Company formation: offered
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✓ VAT: offered
• ✓ Payroll: offered
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✓ Corporate secretarial: offered
• ✓ Virtual office: offered

Licences and registrations

• ICAEW regulated firm (Firm No. C004223603)

As declared by the firm. Check a licence with the regulator before you rely on it.