Decisions, with the numbers checked.

Financial due diligence, restructuring and a part-time finance lead for companies growing between Spain and the UK.

CifraReport and accounts · 2026

Statement of the firm

as at 30 September 2026
ItemNoteMadridLondonTotal
Transactions reviewed since 201578258140
Sectors we know well19812
Boards we sit with4549
Weeks to a due diligence report104.23.84.0
Years in practice392139
Figures describe the firm, not investment results.How we charge: Note 5
Next dueAnnual accounts drawn up · Madrid31 Mar
Registered with
Guild of Chartered AccountantsSociety of Certified AccountantsChartered Tax CircleFinancial Advice Standards BoardRegistro de Asesores FinancierosConsejo de AuditoresCírculo de Economistas de MadridForo de Asesores Fiscales
The year in figuresTwelve months to 30 September 2026

140 transactions reviewed since 2015. 12 sectors. 9 boards, 2 offices, one file.

Transactions reviewed, by quarter

Due diligence, valuations and refinancing projects we completed, counted in the quarter we reported.

MadridLondon
Transactions reviewed, by quarterQ4 24: Madrid 6, London 4; Q1 25: Madrid 7, London 5; Q2 25: Madrid 5, London 4; Q3 25: Madrid 8, London 6; Q4 25: Madrid 7, London 5; Q1 26: Madrid 9, London 6; Q2 26: Madrid 8, London 7; Q3 26: Madrid 10, London 7.051015Q4 24 Madrid: 6Q4 24 London: 4Q4 24Q1 25 Madrid: 7Q1 25 London: 5Q1 25Q2 25 Madrid: 5Q2 25 London: 4Q2 25Q3 25 Madrid: 8Q3 25 London: 6Q3 25Q4 25 Madrid: 7Q4 25 London: 5Q4 25Q1 26 Madrid: 9Q1 26 London: 6Q1 26Q2 26 Madrid: 8Q2 26 London: 7Q2 26Q3 26 Madrid: 10Q3 26 London: 7Q3 26

Source: engagement register · Q4 2024 to Q3 2026

1

What we work on, and for whom.

Two services for companies and their owners, each with its own page and starting price.

2

How we start.

Most projects start within a week. This is what happens, and when.

Day 1

A scoping call

Thirty minutes, free. What you need to decide, by when, and what we would need to see.

Day 3

A fixed fee, in writing

The scope, the team, the fee and the date of the report. Nothing starts until you sign.

Week 1

Fieldwork

We work through the data room and meet management in Madrid, London or by video.

Week 4

The report

A short report your board can read, and a meeting to go through the findings.

Works with your softwareXeroQuickBooksSageFreeAgenta3innuva ESHolded ESExcel
3

What is due next.

Filing dates for the companies we work with in Madrid and London.

DueFilingOfficeAffectsStatus
31 Mar
Annual accounts drawn up
Directors sign the 2026 accounts, three months after the year end
Madrid
S.L. and S.A. companies
Scheduled
14 May
Confirmation statement
Every 12 months, within 14 days of the review date
London
Limited companies and LLPs
Scheduled
DueFilingOfficeAffectsStatus
31 Mar
Annual accounts drawn up
Directors sign the 2026 accounts, three months after the year end
Madrid
S.L. and S.A. companies
Scheduled
DueFilingOfficeAffectsStatus
14 May
Confirmation statement
Every 12 months, within 14 days of the review date
London
Limited companies and LLPs
Scheduled

The 2027 Spain–UK tax calendar

Every filing date for companies, freelancers and individuals in both countries. Eight pages, PDF.

Get the calendar
4

Who signs your accounts.

A named lead adviser for every client, with a registration you can check on their page.

Marta Lozano

Marta Lozano

Managing partner
Office
Madrid
Credentials
Economist · Auditor
Languages
ES · EN
Círculo de Economistas no. 0000 · Consejo de Auditores no. 00000
Check
Thomas Ferris

Thomas Ferris

Partner
Office
London
Credentials
Chartered accountant · Tax adviser
Languages
EN · ES
Guild of Chartered Accountants no. 0000000 · Chartered Tax Circle no. 000000
Check
Priya Raman

Priya Raman

Payroll and bookkeeping lead
Office
London
Credentials
Certified accountant
Languages
EN · ES
Society of Certified Accountants no. 0000000
Check
Javier Ruiz de Aza

Javier Ruiz de Aza

Tax manager
Office
Madrid
Credentials
Tax adviser
Languages
ES · EN · FR
Foro de Asesores Fiscales no. 0000
Check
5

Your fee, before you ask.

Every project is quoted at a fixed fee after a free scoping call. These are our starting prices.

Every project is quoted at a fixed fee after a free scoping call. Starting prices, excl. VAT.

6

Everything we need from you, in one place.

Upload receipts, sign returns and read your monthly report from any device. It is the same file your adviser works on.

Documents

Drop invoices and statements. We tell you what is missing.

Approvals

Review and sign each return before we file it.

Reports

A one-page report every month, in your language.

Client login

Illustration. Link the portal you already use from the header and this section.

7

Recent work.

Two companies, what they needed and what changed for them.

Due diligence on a Valencia software company

Buyer · UK group

A UK group buying a Spanish software company needed the numbers checked in four weeks.

4
weeks to report
1
price adjustment

Refinancing a family hotel business

Company · Andalusia

Three hotels, two banks and a loan coming due. A cash plan and a refinancing the banks approved.

13
weeks of cash planned
2
banks

Cases are described with our clients’ permission. They describe our work, not financial results.

“They found the working capital gap before we signed. That paid for the review many times over.”
Note 8James W., CFO of a UK software group

Example testimonial. Replace with a client’s own words, with their written consent.

10

Before the first call.

How much will it cost?

Most clients pay a fixed fee. Use the fee schedule to estimate yours, and we confirm the fee in writing after a first meeting.

Can one adviser handle both countries?

Yes. Your lead adviser coordinates both offices, so you get one monthly report and one point of contact for Spain and the UK.

Do I have to change my software?

No. We work with Xero, QuickBooks, Sage, FreeAgent, a3innuva, Holded and plain spreadsheets.

What happens in the first month?

We collect your records from your previous adviser, set up your client area and close your first month. How we start sets out the full sequence.

Who signs my accounts?

Your lead adviser, a registered accountant whose number you can check on their page. The same person answers your questions all year.

Is the first meeting free?

Yes. Thirty minutes, by video or at either office, with no obligation. You leave with a fee in writing.

→

Tell us what you need to file.

We reply within one working day. Writing to us commits you to nothing.

Madrid

Calle de Almagro 26, 4.º
28010 Madrid · Mon–Fri, 9:00–18:00

+34 910 000 000

London

38 Great Sutton Street
London EC1V 0DX · Mon–Fri, 9:00–18:00

+44 20 7946 0321

Prefer to book?

Thirty minutes, by video or at either office.

Book a meeting →
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