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Proactive Consultancy

Do you want more from your accountant than just a set of accounts? Do you want help, support and advice? We think that delivering a proactive service is important. We have shed-loads of expertise and we are just waiting to share it with you.

Face-to-face reporting

I am sure that at some time in the past we all have received an important email or report ...and carefully filed it away without reading it. What good is getting a report if you don’t know what it means? We offer face-to-face reporting so that you can appreciate the importance and meaning of your numbers.

Goal Setting and Business Planning consultancy

It is important for every business owner to have clear goals. Because it is important, it is a service we offer to help you make a positive difference in your business. Having clearly defined and articulated goals will lead to setting short and medium term business plans; plans which are meaningful and achievable rather than vague and will help you to get where you want to go.

Outsourced FD

Big businesses have a Finance Director; a numbers expert to help make sense of the numbers and to set up systems, to sit in on important meetings and give that extra edge. Now you, too, can have that extra edge, but for half a day or a day per month or as and when you need it.

Business Valuations

We can prepare business valuations in various circumstances, when selling businesses, for shareholder disputes, divorces, as part of succession planning, or just as an annual benchmark of how your business is doing.

Business Coaching

Take your business to new heights by working ‘on’ your business instead of just ‘in’ your business with our help. We all know that if we could have made our business better by ourselves that we would have done it already. Our 6-month business coaching programmes are designed to help you and your business become better than ever before.

Costing analysis or breakeven analysis

Depending upon your business, breakeven analysis is simple or complex. We can prepare a breakeven analysis on a monthly, quarterly or annual basis. We can also look at your costing and your profitability on an item by item basis. Understanding your breakeven is very important for all businesses, but vital for start-ups or business in stormy waters.


The Boardview can be a mixture of things. At its core, it is business mentoring and provides a way for the business owner to have some help in making lonely decisions. Rather than questioning everything you do, the Boardview is designed to be a quarterly board meeting. A chance to reflect and gain perspective on what has happened and so help identify what should happen next. But it is also an opportunity to use us as a sounding board for your ideas, to share your business thoughts and ideas in a safe collaborative environment.

Succession and Exit Planning

Every business owner needs to find a way to exit the business. It might be by sale to a third party or to management or even to the next generation. What is important is that, after spending time building your business, that you obtain real value for it. We can help you to plan for that exit in the medium term or short term ... as well as due diligence when you have found the exit.

Business Start-up Package

We call our business start-up package the SureStart, because it is designed to give your business a sure start. It is frightening to know that around half of all business start-ups fail within the first couple of years. If you are going to invest your time and money in starting up in business, then let us help to give you the surest of business start-ups!

International Business

If you are thinking of expanding your business to the UK then we are ideally placed to give you the support and help you need to make a success of this project. Speak to one of our experts and check us out.

Lending Specialism

We can help you to review the viability of your business for loans … and help make an application on your behalf.


Book-keeping & payroll


Cloud Accounting

Proactive consultancy

Private Client