Crewe · North West

Advisory & CFO Support in Crewe

Advisory work is where accountancy adds the most value: structuring the business tax-efficiently, planning cash, pricing properly and preparing for a sale or investment. We work with Crewe owners on the decisions that move the numbers, not just the reporting of them.

What’s included

  • Cash-flow and profit forecasting with scenario planning
  • Tax planning across the company and its owners
  • Funding applications, grants and investor preparation
  • Pricing, margin and cost reviews
  • Business structure advice: sole trader, partnership, company or group
  • Exit, sale and succession planning

Pricing: Fractional CFO retainers quoted on scope. See all plans or read the full Advisory & CFO Support service page.

Advisory & CFO Support for Crewe: the basics

Not every growing business in Crewe can justify a full-time finance director, but most reach a point where they need one some of the time. Our advisory service gives you forecasting, tax planning, funding support and a sounding board for big decisions, on a retainer sized to your business.

Businesses in England follow UK-wide rules for Income Tax, National Insurance, VAT and Corporation Tax, with Stamp Duty Land Tax applying to property purchases. Local business rates are set and collected by the local authority.

Why Crewe businesses use IGI for advisory & cfo support

Tax planning through the year

We review your position before the year ends, when there is still time to act on pensions, timing of income, allowances and the salary and dividend mix.

Switching handled for you

We request clearance and records from your previous accountant and pick up where they left off. There is no charge for moving to IGI.

Online, so location is no barrier

Wherever you are in North West, your accounts, documents and messages are in one secure place you can reach from your phone or laptop.

Advisory & CFO Support questions

Answers for Crewe clients. Your accountant can go into detail for your situation.

A finance director who works with you part-time, typically a few days a month, giving a Crewe business senior financial leadership without a full-time salary.

Compliance work reports what has already happened to HMRC and Companies House. Advisory looks forward: what should you do next, what will it cost, and how will it affect your tax position.

Yes. We prepare forecasts and management information, help you present the case to lenders or investors, and support due diligence.

No. A two-hour planning session before a major decision is often the most valuable work we do for a small Crewe business.

Yes. Incorporation at Companies House, HMRC registrations and software set-up are free when you join a limited company plan.

Forward the letter to your accountant. As your registered agent we can speak to HMRC on your behalf, supply what they ask for and resolve most matters without you needing to call them.

Other services in Crewe

IGI Accounting is a trading name of IGI Security Services Ltd (company number 15881180). Information on this page is general guidance for UK taxpayers and is not advice for your specific circumstances; figures and thresholds are those in force at the time of writing and may change. Please speak to your accountant before acting on any of it.

Start with a free, no-obligation quote

Fixed monthly fees, a dedicated accountant and free switching. Tell us about your business and we will send a written quote.