Business Planning, Performance and Growth

Whether your business is relatively new, or well established and expanding into new territories, the challenges you face can be considerable. Effective financial tools for growth will help you succeed.

We’re here to help you grow your business and make more informed decisions about future moves. We pull your financial records into the latest forecasting and reporting engines to help businesses understand where they’ve been, how they are trending today and where they are going, laced with bespoke advice and sector expertise.

Business Plan

A business plan is your chance to tell your story, whether you’re looking to set-up, expand or sell. We use our skills and technical expertise to put your ideas, opportunities and strategy into the words and numbers that scream commercial credibility. After all, this is your chance to make a good impression.

Financial Forecasting

A robust financial forecast projects the financial performance of your business. It can help you understand the viability of your venture or give external investors an idea of how your business will perform.

We use an all-in-one forecasting and reporting engine to provide you with an interactive model incorporating P&L, Balance Sheet and Cash Flow, as well as performance tracking and KPI analysis. Whether you want quick methods or detailed planning tools, we can help you use forecasts to maximise your chances of business success.

Management Accounts

With your bookkeeping up to date, our team can prepare management accounts to help you monitor your progress against your budget and to provide you with timely and key financial and statistical information required to improve the quality of day-to-day and short-term decisions. Our management accountants will work closely with you to build a solid understanding of your business so that we can make suggestions and offer the following services:

  • Monthly or quarterly management accounts
  • Reporting on KPIs that spearhead your business
  • Liaising with investors to provide relevant information
  • Costing information, including break-even turnover levels


Whilst a valuation will ultimately be about the numbers, the real challenge lies in understanding the business context and the purpose of the valuation. Our team conduct valuations relating to acquisitions, disposals, mergers and restructuring proposals.

Business Funding and Grants

For businesses seeking to raise finance, we will be able to connect you with a marketplace for all your funding requirements and strive to support you throughout your business life to the best of our ability.
We can introduce you to our extensive network of bankers, financiers, venture capitalists, corporate finance brokers and lawyers, to help you raise funds suitably and economically.

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