Business Advisory
Practical advice to grow your business, strengthen your systems and turn your financial information into better decisions.
BUSINESS ADVISORY
Grow With a Clear Plan and Reliable Numbers
As a business grows, the owner’s time gets stretched and decisions get harder. We work alongside you to set priorities, build budgets and management reports, review processes and controls, and prepare the business for its next stage, whether that is expansion, new investors or a future sale.
Who This Service Is For
✓ Owner-managed SMEs that are ready to grow
✓ Businesses that want monthly management reports and KPIs
✓ Companies restructuring or preparing for investors
✓ Owners who want an experienced sounding board
SCOPE OF SERVICE
What Our Advisory Work Covers
Advisory work can be a one-off project or an ongoing retainer. Contact us for a quote.
Business Planning & Budgeting
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Business plans and growth strategy
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Annual budgets and targets
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Cash flow forecasting
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Pricing and margin review
Management Reporting
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Monthly management reports
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Key performance indicators (KPIs)
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Profitability by product, branch or customer
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Regular review meetings
Systems & Internal Controls
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Review of accounting and approval processes
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Internal control improvements
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Accounting software selection and setup
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Policies and procedures
Structuring & Growth
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Business structure review, with legal advisers where needed
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Preparing for investors or lenders
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Due diligence support
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Succession and exit planning
How Our Advisory Works
A practical cycle that turns advice into results.
1. Diagnose
We review your numbers, processes and goals to find what matters most right now.
2. Plan
We agree priorities, actions, owners and timelines with you.
3. Implement & Review
We support implementation and review progress with you regularly.
Frequently Asked Questions
Is this a one-off project or ongoing support?
Either. Some clients need a single project, such as a budget or a process review; others prefer a monthly or quarterly advisory retainer.
Do you work with businesses that use another accountant?
Yes. Advisory work does not require you to move your bookkeeping to us, although accurate monthly figures make the advice more useful.
Can you help us choose and set up accounting software?
Yes. We review your needs, compare suitable options and help with setup, the chart of accounts and internal procedures.
Do you give legal advice?
No. Where a decision has legal implications, such as restructuring or shareholder agreements, we work alongside your lawyers or can introduce a partner law firm.