Beyond compliance, many clients value a trusted adviser who understands their goals as well as their numbers. Advisory work brings accounting, tax and commercial thinking together.
What this service includes
- Regular review meetings to discuss performance, risks and ambitions
- Advice on ownership and group structures where appropriate
- Guidance on profit extraction for owner managers and directors
- High level tax planning within current rules (for example, timing of investment or pension contributions)
- Support with major decisions such as expansion, acquisition or succession
How this helps in practice
- A professional firm uses regular advisory sessions to refine pricing, staffing and growth strategy.
- A business owner planning retirement explores options for sale, management buy-out or family succession with tax and cashflow in mind.
- A start up avoids common pitfalls in contracts, record keeping and tax planning by discussing them early.