Umbrella companies often manage complex financial structures and ensure compliance with ever-changing regulations. Without efficient solutions, navigating these challenges can lead to increased risk and operational inefficiencies, and hindering overall performance. However, by addressing these hurdles effectively, umbrella companies can streamline operations, reduce administrative burdens, and focus on driving growth and profitability.

How We Support Umbrella Companies


  • Bespoke solutions.
  • Expert management of complex financial structures and compliance.
  • Precise accounting and meticulous back-office support.
  • Optimising operations for sustainable success.

Our Services


Onboarding Compliance:

1. Setting up of Candidates and Clients:

  • Candidate Profile Creation
  • Client Profile Setup
  • Document Verification
  • KYC (Know Your Customer) Compliance
  • Due Diligence Checks

2. Queries Management:

  • Handling Candidate Queries
  • Handling Client Queries
  • Compliance Issue Resolution
  • Escalation Handling
  • Documentation Support
TS Processing (Transaction Services Processing):

1. Manual/Electronic/Portal Transactions:

  • Manual TS
  • Electronic TS
  • Portal TS

2. Candidate Queries:

  • Query Resolution
  • Transaction Clarifications
  • Transaction Disputes Handling
  • Customer Service Support
Payroll Run:

1.nPayroll Check:

  • Payroll Calculation
  • Payroll Validation
  • Error Checking
  • Payroll Auditing

2. Adjustments of Previous Week:

  • Retroactive Payroll Adjustments
  • Correction Processing
  • Backdated Payments Handling
  • Tax and Deduction Adjustments

3. Payment Processing and Setting up of Payments:

  • BACS (Bankers' Automated Clearing Services)
  • Faster Payments
  • Payment Authorization
  • Payment Scheduling

4. EPS/FPS (Employer Payment Summary / Full Payment Submission):

  • EPS Submission
  • FPS Submission
  • Tax Reporting
  • Compliance Reporting (Monthly P12 and Quarterly HMRC Report)

5. P45 & P60:

  • P45 Issuance
  • P60 Issuance
  • Tax Documentation Handling
  • Year-End Reporting
Weekly Reports:

1. Margin Reports:

  • Profit Margin Calculation
  • Revenue vs. Cost Analysis
  • Margin Trend Analysis

2. Cost of Sales Reports:

  • Cost Analysis
  • Sales Expenses Tracking
  • Cost Allocation

3. Sales Reports:

  • Sales Performance Tracking
  • Revenue Analysis
  • Sales Forecasting
  • Consultant Margin
Post-Payroll Support:

1. Payment Reconciliation:

  • Payment Verification
  • Reconciliation with Bank Statements
  • Discrepancy Resolution

2. Query Resolution:

  • Post-Payroll Query Handling
  • Payment Dispute Resolution
  • Payment Investigation

3. Documentation and Filing:

  • Document Archiving
  • Record Keeping
  • Compliance Documentation Management

4. Customer Support:

  • Post-Payroll Customer Assistance
  • Payment Related Queries Handling
  • Issue Resolution