Overview
A UK-based real estate company operating multiple coworking sites, sought a scalable and expert finance partner to transition its entire finance function from legacy in-house and fractional setups to a fully outsourced and strategically guided model. With private equity investment, the expectations around transparency, timeliness, and control were exceptionally high.
Unison Direct was selected to deliver a complete transition and manage all ongoing finance functions—serving as both the operational backbone and strategic advisor.
Key Challenges
Fragmented finance processes across five UK tax-resident entities but incorporated in IOM
Limited internal team capacity and transition from multiple advisors including Outsource finance function, fractional CFO, Chetham for debt reporting, Outsource payroll company, and IOM and UK based administrators.
Tight deadlines with board-level reporting and audit compliance
Complex multi-entity structure with PropCo, OpCo, HoldCo, MidCo, and DebtCo under private equity ownership
Requirement to unify tools: Xero, ApprovalMax, Nexudus, Fathom, and Dext
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Unison Direct's Solution
Transition Roadmap
- Called in Transition expert from India and he stayed here for 3 months and parallelly transitioned work to India team.
- Assumed full ownership of transitioning processes across five entities
- Established clear SOPs for P2P, O2C, R2R, CIS, VAT, payroll, and financial controls
- Integrated finance stack and trained teams on tool usage (Xero, ApprovalMax, Nexudus, etc.)
- Seamless onboarding and coordination with UK management and India delivery teams
- Designed tailored monthly board packs and internal dashboards aligned with investor reporting expectations
Business-as-Usual Delivery
- Full-spectrum accounting (AR/AP, MIS, VAT, CIS, credit control, tax compliance, yearly accounts filing with Companies House and CT600 with the HMRC) for five entities
- Strategic oversight by a Fractional CFO (2 days/month)
- Company secretarial services including board minutes and filings
- Dedicated audit support and statutory compliance
Results
Transition Completed On Time On Budget
Achieved 10 working day monthly closing for all entities including Mid Co. and Top Co.
100% Compliance with Tax and Reporting Requirements
Board-Ready Packs Delivered Monthly with KPIs & Variance Commentary
Real-Time Controls & Audit-Readiness Enabled via Integrated Systems
Strategic Guidance Delivered to Leadership via Fractional CFO Model
Dedicated 4 resources working on this project currently