Compliance is the baseline — staying properly registered, filing on time, and keeping your books accurate. Advisory is the layer above that: regular visibility into how your business is performing, and a structured relationship with someone who knows your numbers well enough to ask the right questions.
Our advisory service is designed for business owners who want to stay closely in touch with their financial position — not just receive their accounts once a year. It suits international operators who value clear English reporting and a direct line to someone who understands their business.
Monthly or quarterly management accounts giving you a clear view of revenue, costs, and profitability — in English, in a format that is useful for decision-making.
Regular one-to-one sessions to review your numbers, discuss performance against expectations, and address any questions about your business finances.
A structured review of your business's financial health, covering cash flow, margins, overhead, and any early indicators that merit attention.
Forward-looking cash flow modelling to help you anticipate funding needs, plan for tax payments, and manage seasonal variation in your business.
Proactive input on your tax position throughout the year — not just at filing time — so that decisions are made with full awareness of their tax implications.
Single-session consultations for specific questions: expansion decisions, investment considerations, restructuring, or any situation where you need a structured financial view before acting.
We start by reviewing your existing financials, understanding your business model, and discussing the challenges and opportunities that you’re currently working through.
You receive management accounts on the agreed schedule, and we have scheduled review sessions to discuss your numbers and any relevant observations.
Between scheduled reviews, you have direct access to your advisor for questions and input on decisions that benefit from a financial perspective.
Advisory works well for business owners who want a “finance person” for their company, taking on the role that CFO’s provide in larger firms. We help these clients by diving into their numbers across systems (beyond just the accounting), help to build KPI’s, forecasts, and generally create structure for their finances. Most importantly we help the business owner set goals, and then help track whether those goals are being met throughout the year, creating accountability.
Bookkeeping keeps your records accurate and your filings submitted. Advisory works with you to understand where you are and where you want to be, and helps you create a plan and track your progress to help you meet those goals.
Advisory is most straightforward when we are already handling your bookkeeping, since we already have full visibility of your numbers. That said, we can discuss the best arrangement for your situation.
The frequency depends on your preference and the package you choose. Our premium plans include options for quarterly or monthly reviews.
Yes. One-off consultations are available for specific questions or decisions. We will agree the scope and format in advance.
Yes. We can assist with financial projections, business plans, and cash flow models — whether for internal planning purposes or for presentation to banks, investors, or partners.
Book a financial review with one of our advisors.
