Advisory & planning
Business Advisory
More than compliance: a structured programme to set targets, improve profitability and keep your business accountable.
Our advisory programmes combine planning, numbers and accountability. We start with your targets and vision, build a three-year business plan, analyse product costs and profitability, look for ways to reduce overheads, then meet regularly to review performance and keep you on track. One-off advice meetings and quick advice by email or phone are also available.
What’s included
- Targets and vision meeting
- Three-year business plan
- Product costing and profitability analysis
- Overhead reduction review
- Scheduled performance reviews
- Coaching and accountability calls
Who it’s for
- New companies setting their direction
- Established companies ready to grow or improve margins
- Owners who want an outside view and accountability
How it works
- 01
Tell us what you need
Fill in a short form or call us. It takes about two minutes.
- 02
Free review
We look at your situation and confirm exactly what is required.
- 03
Clear quote
You receive a clear quote before any work begins. Fixed fees are available.
- 04
We take it from here
We handle the set-up, HMRC authorisations and deadlines so you can focus on your business.
Frequently asked questions
What is the difference between the new and established company programmes?
Both cover planning, profitability, cost reduction and coaching. The new company programme focuses on getting the foundations right; the established programme adds quarterly performance reviews across the year.
Can I book a one-off meeting?
Yes. We offer 30-minute advice meetings as well as quick advice by email or phone.
Do I need to be an existing client?
No. Our advisory programmes are open to any business, whether or not we prepare your accounts.
Related services
Ready to hand over the numbers?
Tell us what you need and we’ll come back to you with a clear, no-obligation quote.