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Advice built on your own numbers.
Planning, forecasting, management reporting and performance reviews for businesses that are growing, changing shape or under pressure.
Advisory
The questions accounts alone will not answer.
Can the business afford another hire? Why is turnover up but the bank balance flat? Which parts of the business actually make money? Is the current structure still the right one?
These are the questions owners are trying to answer, and they need current figures plus someone to interpret them. Advisory work is where the accounting records start earning their keep.
Business planning
A working financial plan for the business covering revenue, costs, headcount and capital requirements, in a form that is useful internally and presentable to a lender.
Cash-flow planning
Forecasts that show the cash position week by week or month by month, including the effect of tax payments, seasonal patterns and payment terms.
Management reporting
Regular reporting packs built around the measures that matter in your business, not a standard template applied to every client.
Budget preparation
Budgets set with you at the start of the year, then compared against actual results so you can see what is on track and what is not.
Financial performance reviews
A structured look at margins, overheads and trends over time, with the findings discussed rather than emailed over.
Business structure guidance
Whether the current structure still suits the business as it grows, and what the accounting and tax consequences of changing it would be.
Cost and profitability analysis
Where money is being made and lost across products, services, contracts or locations.
Growth planning
Modelling what expansion actually requires in cash, staffing and working capital before you commit to it.
Included
Advisory services in full.
- Business planning
- Cash-flow planning and forecasting
- Management reporting
- Budget preparation and monitoring
- Financial performance reviews
- Business structure guidance
- Start-up financial support
- Growth planning
- Cost analysis
- Profitability reviews
- Break-even analysis
- Support with funding applications
- Strategic financial support
- Board and lender reporting
Advisory works best with current records
Forecasts built on out-of-date bookkeeping are guesswork. If the records need attention first, we will say so and deal with that before producing anything you are meant to make decisions on.
Consultations
Book an advisory conversation
Book online, call the office or send an enquiry, whichever suits you. Tell us a little about the business when you get in touch and the first conversation starts in the right place.
Next step
Put the numbers to work.
Book a consultation and bring the questions you have not been able to answer from your accounts.