Advisory Services
Finance Systems Reviews • Bookkeeping • Business Health Checks • Tax Planning • Annual Budgets • Management Accounts • Cashflow Forecasts • Research and Development Claims
Time (the lack of it), financial headaches, organisational nightmares and people pressure… Fear not! We’re here to restore your joy and passion by offering expert help and guidance to make your business work better for you.
Saving you time…
Finance System Review
A complete and detailed review of the finance systems you have in place for your business. We’ll review your current systems and processes and make any recommendations for improvement to ensure everything is working as efficiently as possible, so you can maximise the amount of time you have to focus on running a successful business.
For one particular client our finance system review saved over 10 hours per week just by changing one peace of software
For more information on our Finance System Review Click Here
Bookkeeping
We know many business owners prefer to look after their own bookkeeping but allowing us to complete it for you would free up precious time that could be spent in other areas of your business or on yourself? By embracing the latest technology we can release the burden of bookkeeping from you while keeping it cost effective.
Interested in saving time? Call Ian on 01772 925 230 or email us
Saving you money…
Business Health Check
The main purpose of a business health check is to analyse your company's financial health. By understanding your financial position we can help by highlighting any potential cost savings and put you on the path to increased profits.
To arrange your FREE business health check click here
Tax Planning
As the saying goes, there are three things guaranteed in life “birth, death and taxes”. Tax planning ensures that you keep as much of your hard earned money as possible.
R&D relief allows companies that carry out qualifying R&D projects to deduct and extra 130% of their qualifying costs from their yearly profit, as well as the normal 100% deduction, meaning a total deduction of 230% that may reduce your company’s tax bill, or in some circumstances, you may receive a tax refund.
We will establish whether your business qualifies for R&D tax relief and what your qualifying expenditure may be.
For more information on R&D Claims see our blog here
Research & Development Claim
Interested in saving money? Call Ian on 01772 925 230 or email us
Achieving your goals…
Goal Setting
Setting clear goals in both your business and personal life provides direction and gives you something to work towards. We can help you create a ‘road map’ of the necessary steps to take to help you succeed in reaching your goals.
To arrange your FREE business strategy session click here
Annual Budgets
We help business owners plan for the future by working with them to produce a 3 year financial budget. This gives the business direction that the entire team can get behind.
Management Accounts
Our Management Accounts, delivered via a comprehensive but clear and understandable report, shows the progress made against your plan so we can adjust targets to ensure you remain on track to achieve your business goals.
Cashflow Forecasts
We create, manage and update a rolling 12 month forecast of profit & loss, cashflow and the balance sheet so you always know what the future financial performance and position of the business looks like. This is about bringing the future into the present so you can do something about it now.
Interested in achieving your goals? Call Ian on 01772 925 230 or email us
What our clients think…
“We have used Ian since we started our business in December 2018. Ian ensured that our finance system was set up to work efficiently, which has really helped us save valuable time. The monthly management accounts are always completed swiftly and with valuable insight which allows us to make decisions that ensure the business is more profitable. We really appreciate that Ian is never more than a phone call away and always responds to any queries we have.”
Marc, Director, Next Order Limited
Get in touch…
For a friendly chat about how we can help, please call Ian on 01772 925 230
Alternatively, fill in the form on our contact page or send us an email and we’ll get back to you.
