Owner-managed businesses
Create regular space to understand results and make better-informed decisions.
Tax, Audit & Accounting
Business Advisory
Translate accounting information into focused decisions with management reporting, forecasts and practical challenge from an experienced adviser.
- Management reporting
- Cash-flow forecasting
- Decision support
Important information
Tax and accounting content is general information, not advice for your circumstances. Every engagement will identify the responsible legal entity and its professional or regulatory status. Statutory audit work is only undertaken by an appropriately registered audit firm.
Included in the service
What’s included
Commercial financial insight for owners making decisions about cash, profitability, investment and growth.
- Financial performance review
- Cash-flow forecast
- Budget and variance reporting
- Scenario modelling
- Board or management reporting pack
- Action-focused advisory meeting
Before we speak
Bring the decision you need to make, rather than simply asking for a forecast. Are you considering a new hire, a premises move or an investment? Recent management figures, current commitments and your assumptions help us build a discussion around cash flow, risk and the options available.
Who we help
Is this right for you?
These are some of the situations this service covers. Your proposal will reflect the work and support you actually need.
Scaling companies
Model hiring, capacity, margin and working-capital needs before committing.
Leadership teams
Use a consistent reporting pack and financial narrative across decision-makers.
Pricing
Flexible advisory support with a defined output
Choose a one-off planning exercise or an ongoing monthly or quarterly review with agreed reporting deliverables.
01
Discovery
We establish your current position, desired outcome and constraints.
02
Defined scope
You receive clear deliverables, responsibilities, assumptions and timescales.
03
Request a scoped quote Written proposal
Fees are agreed before work begins, with optional phases shown separately.
We quote after confirming reporting frequency, data quality, entities, forecast detail and meeting requirements.
The detail
Where we focus
Management information
Build reporting around the revenue, margin, overhead and cash measures that drive the business.
Cash-flow planning
Model expected receipts, commitments, funding needs and downside scenarios.
Budget and forecast
Set an operating plan, track actual results and update assumptions as conditions change.
Decision support
Assess investment, hiring, pricing, expansion and restructuring options with financial context.
The process
How the work happens
- 01
Define
Agree the decisions, measures and reporting frequency that matter to management.
- 02
Build
Clean the source data and create an understandable reporting and forecasting model.
- 03
Review
Discuss performance, movements, risks and assumptions with decision-makers.
- 04
Act
Turn the discussion into priorities, owners and follow-up information.
Before we startYour questions,
Your questions,
answered.
Is business advisory only for large companies?
No. A focused monthly or quarterly review can be particularly valuable for owner-managed businesses where decisions are frequent and management time is limited.
Can you build reporting from our bookkeeping system?
Usually, yes. We first assess coding consistency, reconciliations and the dimensions available so the report is based on dependable information.
Will you help with funding conversations?
We can prepare forecasts and supporting financial information. Any regulated finance activity is referred or handled only through appropriately authorised providers.
Related services
Plan the next piece of work.
Let’s start with your priorities
What needs to work better?
Tell us about your business, the problem you’re working through and any dates that matter. We’ll discuss the scope and the next step with you.