Beyond compliance. This is where we earn our keep.
Quarterly reviews, cash flow forecasting, tax planning, and strategic advice. The work that actually changes your bottom line.
On this page
Quarterly business reviews
Compliance work tells you what already happened. Advisory tells you what to do next. Every quarter we sit down (in person or on a call) to walk through your numbers, identify what’s working, what isn’t, and what to do about it.
- Profitability analysis by service line, product, or client
- Margin and cost review
- Cash flow position and 90-day forecast
- Tax position and any planning opportunities
- Goal-setting and tracking against targets
Cash flow forecasting
If you run a limited company, you’ve got to file accounts with Companies House and a CT600 with HMRC every year. We handle both, plus all the planning that should happen before year-end (not after).
01
13-week rolling forecast
Live model that updates as actuals come in. No more nasty surprises.
02
Scenario planning
Model the impact of a new hire, a price increase, or losing a key client before you commit.
03
Funding support
Lender-ready forecasts and management packs when you need to raise finance.
04
Exit planning
Long-term structuring for owners thinking about selling in three to five years.
Strategic tax planning
Most accountants do tax planning in March. We do it all year round. That gives you time to actually act on the advice.
- Director remuneration optimisation (salary, dividends, pension)
- Family income planning
- Group structures and holding companies where it makes sense
- EIS, SEIS, and venture capital reliefs
- Business asset disposal relief planning (formerly entrepreneurs’ relief)
- Inheritance tax and succession planning
Pricing
Advisory is available standalone or bundled into our monthly packages. Quarterly review packages from £200 a month. Full virtual finance director services from £750 a month.
Want an accountant who actually advises?
Most don’t. We do. Book a free strategy call to see the difference.