Business Advisory Services
CFO-level insight without the full-time cost. We turn your numbers into forecasts, dashboards and clear recommendations that help you grow with confidence.
Overview
Financial Clarity For Smarter Business Decisions
Most owners have more financial data than ever and less time to read it. Our advisory team works as an extension of your leadership and turns the numbers into practical answers: which products are profitable, how much cash you will need next quarter, and whether you can afford the next hire.
Engagements range from a one-off business plan to an ongoing virtual CFO relationship with monthly performance reviews. Either way, the advice is based on your actual figures, not generic rules of thumb.
- Annual budgets and rolling forecasts
- 13-week cash-flow forecasting
- KPI dashboards and management reporting
- Pricing, margin and profitability analysis
- Business plans and funding applications
What’s Included
Everything Covered By Our Business Advisory Services
-
Budgeting & Forecasting
Realistic budgets and rolling forecasts that show where the business is heading and flag problems months in advance.
-
Cash-Flow Management
Short-term cash forecasts, working-capital reviews and practical steps to shorten the gap between finishing the work and getting paid.
-
KPI Dashboards
A concise monthly dashboard of the few metrics that actually drive your business, reviewed with you in plain language.
-
Growth Strategy
Scenario models for new locations, products, hires or price changes, so you can compare options before committing.
-
Virtual CFO
An experienced finance lead for board meetings, lender conversations and big decisions, at a fraction of a full-time salary.
-
Funding Support
Investor-ready business plans, financial models and lender packs that present your business credibly.
Our Approach
How We Work With You
We start with a diagnostic: a review of your recent accounts, your cash position and your goals for the next one to three years. That shows us which questions matter most and which reports you actually need.
Next we build the tools from your own data: a forecast model, a KPI dashboard or a cash-flow plan. Then we meet regularly, usually monthly, to compare results with the plan, explain what changed and agree the next actions.
Our advisory team works closely with our bookkeeping and tax specialists, so your advice always reflects up-to-date numbers and the tax consequences of each decision.
Financial Consulting
It’s Time To Take Control Of Your Finances
Talk to an advisor about your goals. We will give you honest, practical recommendations, whether you need a one-off review or an ongoing partner.
Contact UsFrequently Asked Questions
Answers to the questions we hear most often about our business advisory services. Can’t find what you need? Ask us directly.
What is a virtual CFO?
A virtual (or fractional) CFO is a senior finance professional who leads your finances part-time. You get help with forecasting, reporting, funding and big decisions without hiring a full-time executive.
When does a business need advisory support?
Common triggers include rapid growth, recurring cash shortfalls, preparing to raise finance, planning an expansion, or simply not having a clear picture of your numbers. If any of those sound familiar, it is worth a conversation.
Do I need to use your bookkeeping service to get advisory support?
No. We can work from your existing accounting system and bookkeeper. Many clients combine the two anyway, because reliable monthly books make forecasts and dashboards far more accurate.
Which accounting software do you work with?
We work with the major cloud accounting platforms, including Xero, QuickBooks Online and Zoho Books, and can pull data from most other systems into our reporting and forecasting tools.
How is advisory work priced?
Projects such as a business plan or financial model have a fixed fee. Ongoing virtual CFO support is a fixed monthly retainer based on the scope we agree together.
More Ways We Can Help