Outsourced finance function for leading B2B HubSpot Solutions Partner

Evalua8 builds and maintains outsourced finance departments specifically for scaling small to mid sized companies. We provide accounting services and strategic financial insights, giving businesses the clarity and oversight to navigate uncertainties and stay ahead of a changing industrial landscape. Simplify your finance, empower your growth


Client Overview

BBD Boom, a HubSpot Elite Partner Agency, is dedicated to helping ambitious B2B companies accelerate growth and helping them to utilise HubSpot better. Their team of HubSpot experts will help clients solve all their HubSpot challenges – improving ROI from their investment in HubSpot – customising for the client’s business needs and process, driving up adoption and helping meet the client’s business goals.

Services Provided

Evalua8 has been working with Boom for the last 7 years since the early years of Boom’s growth story. With a fast-growing B2B client base, Boom required support in maintaining and running a finance function. We provide the following services,

  • Consistent Bookkeeping: We manage the transactional day-to-day bookkeeping activities, ensuring timely recording of financial transactions.
  • Monthly Close: Complete reconciliation for the month and close down books ready with an audit trail with supporting documentation
  • Preparation of KPIs and Monthly Management Accounts: Prepare reports with Key Performance Indicators (KPIs) and monthly management accounts, providing the team and investors with monthly financial insights
  • Strategic finance support: Collaborated with the team and external investors to develop a financial roadmap that aligns with the company’s overall growth goals.
  • Quarterly VAT Returns: Submission of quarterly VAT returns, ensuring compliance with changing VAT rules post Brexit.
  • Year-End Close and filing coordination: Implement a year-end close process for management accounts, preparation of dividend documentation and work with year-end accountants to ensure accurate and timely filing of accounts.
  • Competitor Analysis: Peer to peer financial analysis for industry benchmarking when required
  • Ad-Hoc Financial Support: Provided support on the go for requirements such as HMRC reporting (P11D), R&D tax report financial reporting etc.
Partnering with Evalua8 has significantly optimised our financial operations. Their support across bookkeeping, financial reporting, and strategic insights has been great as we grew our Company. Having them onboard means we can dedicate our focus to delivering exceptional HubSpot solutions to our clients. They are a fantastic and highly professional firm that we’ve had the pleasure of working with for the past seven years.

Emma Lynch

Founder & Managing Director

BBD Boom Ltd

Services provided

Bookkeeping, Monthly Close, Monthly Management Accounts, Strategic finance support, Quarterly VAT Returns, Year-End, Competitor Analysis, Ad-Hoc Financial Support