Services
Business advisory
Once the compliance is under control, we help you use the numbers: monthly management accounts, a cash flow forecast you can trust, and someone to think out loud with before a big decision.
What is included
- Monthly management accounts with a short commentary
- Rolling 13-week and 12-month cash flow forecasts
- Budgets and a monthly check of actual against budget
- Pricing and margin reviews by product or service line
- Funding applications and bank packs
- A quarterly meeting with a director
How it works
Step 1
Understand
We start with a meeting about where the business is going and what keeps you up at night.
Step 2
Build
We set up the reports and forecast around the decisions you actually make.
Step 3
Review
Each month we send the numbers with a short note on what changed and why.
Step 4
Decide
Each quarter we sit down together and look at what to do next.
FAQs
Business advisory: common questions
What are management accounts?
Monthly financial statements for your own use: income, expenses, margins and cash, laid out so you can run the business with them.
Can you help me get a business loan?
We prepare the financial statements, forecasts and bank pack that lenders ask for. The decision is always the bank's.
Do I need this if my books are already done?
Not always. Many clients start with compliance and add advisory once they want more from their numbers.
Thirty minutes, no charge, no pressure.
Tell us where your books and SARS profile stand. We will tell you what we would do and what it would cost.