WHO WE ARE
 

Potamo Consulting is a UK-based consultancy specialising in Making Tax Digital, e-invoicing and finance transformation.

We bring together accounting, tax and commercial knowledge with business analysis, process design and technology delivery experience. This allows us to help clients understand what needs to change, assess the impact on their business and implement practical solutions.

Our work is designed around the real needs of accountancy practices, SMEs and finance teams. We provide proportionate advice without introducing unnecessary complexity.

WHAT WE OFFER
 

We help businesses prepare for digital tax and modern finance operations.

Our core services include Making Tax Digital, e-invoicing, finance process reviews and implementation support. We can also provide wider business analysis, software selection, process improvement, testing, project delivery and change-management services.

Every engagement begins with understanding your current position. We then identify gaps, define practical requirements and help create a clear route from assessment to implementation.

WHY WORK WITH US
 

Successful digital finance change requires more than buying new software.

Businesses need to understand the relevant accounting and tax requirements, define how their processes should operate and ensure that systems, data and people are ready for change.

We provide independent advice based on your existing arrangements, future needs and available budget. Where appropriate, we work alongside your accountant, internal team and software provider to help deliver a successful outcome.


 

From regulatory requirements to practical implementation

Potamo helps businesses understand digital finance change, define what is required and put the right processes, systems and controls in place

 
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We help businesses prepare for digital tax, improve finance processes and implement practical technology change.