Numbers you can rely on before a big decision
Borrowing, raising investment, buying a business or planning growth all depend on forecasts someone has to defend. We build them with you, test the assumptions and tell you plainly what they show.
Owners and boards planning to grow, borrow, raise capital, or buy or restructure a business.
Forecasts, models and written advice you can put in front of a bank, an investor or your board.
Alongside you. You understand every assumption before anyone else sees the numbers.
Project quotes for defined pieces of work; hourly or retainer for ongoing support.
What we do
Advisory services
Practical financial advice for owners and boards.
Cash flow forecasts and budgets
Forecasts that show when cash will be tight, and what you can do about it.
Financial models
Models for loan applications and investor pitches, with the assumptions set out so a lender can follow them.
Mergers, acquisitions and restructuring
Financial due diligence, valuation support and planning for buying, selling or reorganising a business.
Business plans
Plans with realistic projections, written in the format your bank or investor asks for.
Finance process reviews
A review of how your finance function works, with changes that cut errors and shorten month-end.
Ongoing finance support
A senior finance partner for businesses not yet ready to hire a full-time finance director.
How we work
From first call to finished work
Every engagement follows the same four steps, so you always know what happens next.
A short call
We ask about your business and what you need, and tell you honestly whether we are the right firm for it.
Scope and fee in writing
You get the scope, timeline and fee in writing before any work starts.
A named CPA leads the work
One person is responsible for your file and keeps you updated as the work moves.
Report and next steps
We walk you through what we found or filed, and what needs to happen next.
Questions
Common questions about business advisory
If your question is not here, ask us directly. We reply in plain language.
Can you help us get a bank loan?
We prepare the financial statements, forecasts and business plan a lender will ask for, and help you answer their questions. The lending decision is the bank’s.
Do you value businesses?
We support valuations as part of a purchase, sale or investment, and explain the method and assumptions behind the figure.
Is advisory only for large companies?
No. Most of our clients are SMEs. A simple cash flow forecast is often the most useful thing a small business can have.
Other services
Often used together
Clients who use this service often need these as well.
Accounting & Bookkeeping
Monthly bookkeeping, reconciliations, payroll, management accounts and annual financial statements.
Read more → ServiceAI & Business Automation
Cloud accounting, eTIMS integration, bank feeds, automated reconciliations and owner dashboards.
Read more → ServiceAudit & Assurance
Statutory, internal and donor-funded audits, planned around where your organisation carries the most risk.
Read more →Planning a big decision?
Tell us what you are weighing up. We will tell you what numbers you need before you commit.