Business advisory
Practical advice from an accountant who already knows your numbers, whenever you are making a decision that matters.
Compliance keeps you out of trouble. Advice moves you forward. Because we prepare your accounts, we are well placed to help you plan the next step, whether that is taking on staff, buying premises, changing structure or getting ready to sell.
Who this is for
- Growing businesses
- Start-ups choosing a structure
- Owners planning an exit
- Businesses applying for finance
What is included
- Cash flow forecasts and budgets you can actually use
- Business plans and financial projections for lenders and investors
- Choosing and setting up the right structure: sole trader, partnership or limited company
- Regular management accounts review meetings
- Pricing, margin and cost analysis
- Succession and exit planning, including preparing a business for sale
Simple to start, simple to keep going.
Advisory work starts with a conversation about what you are trying to achieve. We then agree a fixed scope and fee for the piece of work, so you know the cost before we begin.
Should I be a sole trader or a limited company?
It depends on your profit level, your plans, your attitude to admin and how you want to pay yourself. We will run the numbers both ways and give you a clear recommendation.
Can you help me get a business loan?
We prepare the forecasts, management accounts and business plan lenders ask for, and we can present the figures with you. Where regulated advice is needed we will introduce you to an authorised adviser.
How often should I look at management accounts?
Monthly for most growing businesses, quarterly for smaller or steadier ones. The important thing is that the figures are recent enough to act on.
Often paired with business advisory
Making Tax Digital
Software set-up, digital records and every quarterly update filed for you by a registered HMRC agent.
Find out moreAccounts & bookkeeping
Year-end accounts, management accounts and tidy books kept up to date, so you always know where you stand.
Find out moreTax returns & VAT
Self assessment, corporation tax and VAT returns filed accurately and on time, with the reliefs you are entitled to.
Find out moreThinking of switching accountant? It is easier than you think.
Tell us a little about your business and we will come back to you within one working day with how we can help and what it will cost. Or speak directly to Craig, our senior partner, on 07949 534119.