Business advice & forecasting
Cash-flow forecasts, budgets and a straight answer when you have a big decision to make.
From
£150
/month
12
months of cash flow in view
What it covers
A quarterly meeting with your accountant, a rolling twelve-month cash-flow forecast and a phone line for the questions that can’t wait: hiring, borrowing, pricing, or whether to incorporate.
What’s included
- Quarterly review meeting
- 12-month cash-flow forecast
- Budget against actuals
- Incorporation and salary/dividend advice
- Unlimited calls and emails
From
£150
/month
Fee calculator
Related
Questions owners ask about this
No. Our engagement letter can be ended with one month’s notice, and we’ll hand everything over to your next accountant.
No. Calls and emails with your named accountant are included in every plan.
We’ll tell you before it happens and agree a new fee. We never send a surprise invoice.
Not at all. We write a professional clearance letter and handle the whole handover. You don’t need to have the conversation.
Any time. Straight after a deadline is easiest, but we’ve taken clients on in January.
Start a conversation
See the numbers.
Plan the next move.
30 min
initial conversation
1 day
typical response
£0
to get started
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