Home / Services / Business Advisory

Business Advisory

Beyond compliance — the numbers, models and conversations that shape better decisions. A part-time finance function for owner-managed businesses.

The service

What a good finance function looks like — without hiring one.

Most businesses under £5m turnover cannot justify a full-time Finance Director, but almost all of them need what an FD provides: rolling forecasts, monthly management accounts, KPI dashboards, cash-flow foresight and someone senior in the room when the bank asks difficult questions.

That is what our advisory practice delivers — engagements are scoped monthly or quarterly, priced as a fixed retainer, and led by a director with at least ten years' post-qualification experience.

  • Monthly management accounts & commentary
  • Rolling 12- or 24-month forecast & cash-flow model
  • KPI dashboards built to your business
  • Board-pack preparation & attendance
  • Funding applications (bank, invoice finance, grants)
  • Business plan & pitch-deck financial modelling
  • Exit & succession planning
Discuss your business
Business charts and analytics on laptop
When it helps

Advisory works best at inflection points

Scaling past £500k

The point at which gut-feel decisions start costing real money. A monthly reporting rhythm pays for itself many times over.

Preparing to raise

Whether it is a bank facility, invoice finance or equity, funders want an integrated three-statement model — we build it.

Considering an exit

A well-prepared business sells for a premium. We help owners get "sale ready" 12–24 months before going to market.

Business owners in strategic planning meeting
Case study

From spreadsheet to boardroom in six months

A Swansea-based professional services firm came to us at £1.2m turnover, run entirely from a monthly management-accounts spreadsheet. Six months later we had migrated them to Xero, built a 24-month integrated forecast, secured a £300k RCF from their bank on the strength of it, and put a monthly board pack in place.

Twelve months on, the business is £1.9m turnover with a 6-point improvement in gross margin — driven, they'll tell you, by the discipline of monthly numbers they could act on.

A stronger finance function is a phone call away.

Advisory engagements start at £595/month. Book a scoping call to talk through what your business needs.

Book a scoping call