Accounting

Services

Management accounts, tax planning, business advisory and cash-flow forecasting

Fixed-fee advisory: management accounts from £99, tax planning reviews from £249, advisory sessions from £149 and cash-flow forecasts from £199.

Compliance tells you what happened. Advisory work is about what happens next: how much tax a decision will cost, whether the business can afford a hire, what the cash position looks like in thirteen weeks, and which numbers to watch each month. Traditionally this is sold by the hour, which makes it unpredictable and means most small businesses never buy it.

We price it as fixed products. A management accounts pack is a defined set of reports delivered on a defined date for a published monthly or quarterly fee. A tax planning review is a fixed scope and a written report. An advisory session is ninety minutes plus a written summary. A cash-flow forecast is a defined model with a defined number of scenarios. You know the cost before you commit, every time.

Advisory services are delivered online by video call and shared documents, and they are available as local pages for the larger towns and nationally everywhere else. They work best alongside bookkeeping we already do, because the numbers are current, but we can build them from your existing software exports if another firm does your compliance.

Questions

Questions about advisory & planning

Is tax planning advice regulated?

Tax advice is not a reserved activity in the UK, but it must be competent and honest, and we are bound by the terms and advice disclaimer on this site. We give planning advice on established reliefs and allowances and we do not sell schemes. If a question needs a specialist, for example a barrister's opinion, we say so.

What is in a management accounts pack?

Profit and loss for the period and year to date, balance sheet, a short written commentary on the movements that matter, and from the £149 package a KPI dashboard with the measures agreed for your business. It arrives on a fixed working day after the period end.

Can a forecast help with a loan or grant application?

Yes. The funding-application pack at £299 produces the 12-month forecast, assumptions schedule and sensitivity scenarios lenders and grant bodies ask for, in the format they expect, and we walk you through the questions they are likely to ask about it.

Not sure which service you need?

Describe your situation and we will name the service and confirm the fee in writing.

WhatsApp for a fixed quote