Potamo Consulting provides practical advisory and delivery support across Making Tax Digital, e-invoicing and wider finance transformation.
Our core work is helping clients prepare for digital tax and structured electronic invoicing. These projects often require changes to accounting processes, systems, data, controls and internal responsibilities.
We can support the full journey, from initial assessment and requirements gathering through to software selection, process design, testing, implementation and user adoption.
Our services can broadly be broken into the following sections;
Making Tax Digital Implementation
E-Invoicing Implementation
Finance Process Reviews
Business Analysis and Requirements Gathering
Software Selection and Systems Support
Project and Implementation Support
Compliance Reporting
Testing, Training and Change Management
How we can help you.
Every organisation starts from a different position. Some clients need help understanding what regulatory change means for them. Others already know what they need but require support defining requirements, selecting technology or implementing new processes.
Potamo begins by understanding your current situation, systems, processes and objectives. We then identify gaps and recommend a proportionate route forward.
Our work can be delivered as a focused readiness review, a defined transformation project or flexible support alongside your existing accountant, finance team, technology team or software provider.
You need
A clear understanding of whether your business is ready for Making Tax Digital.
We provide
An assessment of your current record-keeping, accounting software and reporting arrangements.
A review of potential gaps, risks and areas requiring change.
A practical action plan covering processes, technology, responsibilities and implementation priorities.
Support coordinating with your accountant or software provider where required.
You need
To prepare your organisation for e-invoicing.
We provide
A review of existing customer and supplier invoicing workflows.
Current-state process mapping covering invoice creation, issue, receipt, approval, recording and reconciliation.
Assessment of systems, data, controls and integration requirements.
A practical e-invoicing readiness report and implementation roadmap.
You need
Experienced business analysis and finance-process improvement.
We provide
Stakeholder interviews and requirements gathering.
Current-state and future-state process mapping.
Gap, risk and control analysis.
Clear business and system requirements.
Support producing use cases, user stories, acceptance criteria, test scenarios and implementation plans.
You need
Support delivering a finance or technology change project.
We provide
Project planning and implementation coordination.
Stakeholder, risk, issue and dependency management.
Software-provider and internal-team coordination.
User acceptance testing and defect management.
Training, communications, readiness and go-live support.
Practical support from initial requirements through to implementation.
Potamo provides flexible support tailored to your organisation
Our core specialisms are Making Tax Digital and e-invoicing, but the work required may extend into wider finance processes, systems, reporting, controls and organisational change.
We can deliver a standalone review, support a defined implementation or work alongside your existing advisers and internal team.
E-INVOICING
We assess your current invoicing processes, systems, data and controls and help create a practical route towards structured electronic invoicing.
Our support can include process mapping, requirements gathering, system assessment, vendor coordination, testing and implementation.
Making tax digital
We help SMEs and accountancy practices understand MTD requirements and prepare their records, processes and software.
Our work can include applicability reviews, record-keeping assessments, software readiness and practical implementation planning.
FINANCE change
We help businesses improve finance processes, define system requirements and deliver controlled operational change.
Services include business analysis, process improvement, software selection, testing, project support and change management.