Service 04
Business Advisory
Budgeting, forecasting and strategy sessions that help you decide about growth, funding and structure with confidence rather than instinct.
The short version
What this actually means
Compliance work tells you what already happened. Advisory work is about what happens next — and it is where an accountant earns their fee several times over.
Should you take on that hire? Can the business afford the premises? Is now the moment to incorporate, or to raise finance, or to hold? These are all questions with a defensible answer once you have a forecast in front of you, and mostly guesswork without one.
We build that forecast with you, keep it current, and sit down regularly to talk through what it is telling you. The value is not the spreadsheet — it is the conversation about what to do with it.
Included
What you get
- Annual budgets built with you, not handed to you
- Rolling twelve-month cash flow forecasts, updated as reality moves
- Scenario modelling — what a new hire, a price change or losing a major client actually does to the numbers
- Key performance indicators that suit your business, reported monthly
- Business structure reviews — sole trader, partnership, limited company or group
- Funding support: figures and projections for lenders, and help preparing the application
- Profit improvement reviews, looking at margin and pricing as well as cost
- Exit and succession planning, started early enough to matter
Right fit?
Who this is for
- Growing businesses where decisions have outgrown gut feel
- Owners considering a hire, a site or a significant purchase who want to see the cash impact first
- Anyone approaching a funding round or loan application and needing credible projections
- Start-ups building their first proper budget
- Owners thinking about the exit — even if it is five years out, that is exactly when the planning is worth most
Questions