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Business Advisory & Consultancy

Taking time to get to know you better so we can offer the best advice.

Your professional and personal goals are central to our consulting services; we take the time to get to know you better so we can offer the best advice.

Management consultancy

Our management consultancy service can review your credit control, stock control, budgeting and financial reporting systems and allow you to take full control of these key areas of your business. We can also help you address specific problem areas in your business such as gross profit, cost control and stock valuation.

Effective management information will allow you to seize opportunities when they arise or identify problems quickly so you can take effective corrective action.

What's included

  • Management accounts

    Monthly or quarterly packs with commentary you actually want to read.

  • Budgeting & forecasting

    Annual budget, rolling forecast, what-if scenarios for board decisions.

  • GP and stock analysis

    Identify margin leakage and the SKUs that subsidise the rest.

  • Credit-control review

    Working-capital diagnostic and a measurable action plan.

  • Exit planning

    Three-to-five-year roadmap to a sale, MBO or family transfer.

Frequently asked

How is consultancy different from your management-accounts service?+

Management accounts tell you what happened. Consultancy uses those numbers to decide what to do next — pricing, headcount, debt, expansion, exit.

Do you work on a project or a retainer?+

Both. A diagnostic or strategy project is fixed-fee; ongoing CFO-style support is retained.

Do you do business valuations?+

Yes — for owner-exits, share-buybacks and divorce/probate. We use industry multiples cross-checked against discounted cash flow.

Business Advisor & Accountant London | Finance Wise