Business advice based on the numbers
We see your numbers every month, not only after something has already happened. That's why our advice is based on numbers, not guesswork.
Four advisory services
Numbers before a big decision
Before an investment, a loan or a larger purchase, we go through the numbers together, so the decision rests on reality rather than gut feeling.
Cash flow and business plan review
We check whether the plan holds up in cash flow terms and where the biggest risk lies.
Pricing and cost review
We check whether your prices cover the costs and whether the margin holds up as turnover grows.
Buying, selling and merging a company
We help prepare the numbers side of the transaction, whether you're the buyer or the seller.
If the problem isn't the numbers but the workflow
Some questions aren't solved by reporting, but by someone reviewing how the work is done. See more under Automation.
The first conversation is free
You don't need to know what to ask. Write to us about what kind of business it is and which numbers are worrying you right now.
Book a free 30-minute conversationWhen advisory helps
Bookkeeping shows what has already happened; advisory looks ahead. It helps when you are weighing an investment, planning to hire, approaching a bank for funding, or when profit never seems to reach the account.
The work starts from your own history. We use actual numbers rather than generic assumptions and build a forecast that can be compared with reality month by month.
- cash flow forecasting and liquidity tracking
- profitability analysis by product or client
- business plans and financial projections for banks or grants
- management reporting that reads without an accounting background
What the management report looks like
The management report is short and tied to decisions: where money comes from, where it goes, what the margin is and how much buffer remains. It follows your business model rather than a standard template.
We go through the report together and agree what to track until the next period, so the numbers turn into decisions instead of files.
Frequently asked questions
How does a management report differ from statutory accounts?
Statutory accounts are prepared to meet legal requirements and look backwards. A management report is built for your decisions: margins, cash flow and the coming months, structured the way your business actually works.
What is needed to build a cash flow forecast?
The last 12 months of actual figures, known receipts and payments, loan schedules and planned investments. The rest is derived from your existing history.
Do you also prepare business plans for banks or grant applications?
Yes. We prepare the financial section in the form banks and grant providers expect: projections, assumptions and sensitivity analysis. If they have their own template, we fill it in.
How often should profitability be reviewed?
Quarterly is enough for most companies. If turnover is growing fast or prices change often, monthly review alongside the cash flow forecast is worth it.