Business Advisory
Strategy, forecasting, growth. We're in your corner.
A regular conversation with someone who knows your numbers. Quarterly reviews, management reporting, and decision support so you make the next move with the full picture in front of you.
What you get
- Quarterly review meetings
- Monthly management accounts
- Cash flow forecast and scenarios
- KPI dashboard built around your business
- Ad-hoc calls between reviews
What's included in business advisory.
Most advisory engagements run on a fixed monthly retainer. The scope flexes with the business, but the core pieces are below.
Management Accounts
Monthly P&L, balance sheet, and cash flow so you can see where the business actually is, not just where it was at year-end.
Quarterly Reviews
Sit-down meeting every quarter to look at performance, talk through the decisions on your plate, and agree the next set of priorities.
Cash Flow Forecasting
13-week and 12-month rolling cash flow so you can see what's coming and plan investment, hiring, or finance accordingly.
KPI Dashboard
The five to ten numbers that actually matter for your business, tracked monthly and reviewed against target.
Scenario Modelling
What happens if we hire two more people? What if we lose our biggest client? We build the model so the options are visible side by side.
On-call Support
Email and phone access between meetings so you can sense-check a decision before you make it, not after.
- Who it's for
Built for owner-managed UK businesses.
Advisory works best when the owner wants a second brain on the numbers, not just someone to file the accounts at year-end.
Growing businesses
Turnover £500k to £20m, scaling team or revenue and needing tighter visibility.
Pre-funding businesses
Preparing for a bank facility, equity raise, or grant application.
Multi-entity groups
Holding company plus subsidiaries, consolidated reporting needed.
Sale-track owners
Two to three years from exit, getting the numbers and the business sale-ready.
How a business advisory engagement runs.
01 — Discovery
Understand the business
First session to understand the model, the team, and what you're trying to build.
02 — Baseline
Build the picture
Get the management accounts clean, set up the dashboard, and agree what good looks like.
03 — Rhythm
Quarterly reviews
Recurring meetings to track performance, talk through decisions, and agree next steps.
04 — Adjust
Scope flexes
The engagement changes as the business changes. We review the scope annually.
- Common Questions
Frequently asked questions about business advisory
What does a business advisor actually do?
Is this different from having an accountant?
Yes. Compliance work (accounts, tax returns, payroll) keeps you legal. Advisory is the forward-looking conversation about where the business goes next. Most clients have us doing both.
Do I need to be a certain size to benefit?
Most of our advisory clients have turnover between £500k and £20m. Below that, the cost-benefit is usually not there yet, and a good bookkeeper plus a year-end accountant is enough.
Can I cancel if it's not working?
Yes. Standard 30-day notice on both sides. We don’t lock anyone in.
- Also from AMH
Compliance and reporting handled too.
Most advisory clients also use us for the day-to-day compliance work, which makes the management accounts cleaner and the reviews more useful.
Tax Returns
Self assessment and corporation tax.
Bookkeeping
Cloud bookkeeping, always reconciled.
Want a sounding board for the next move?
Book a free 30-minute call. We’ll talk through where the business is and what useful would look like.