Business Advisory
From "I don't know what I'm doing" to "I've got a plan."
This is where the magic happens. Our business advisory service is for business owners who want more than just compliance — they want growth, confidence, and a clear direction for their business.
What business advisory includes
Business advisory with Opus Accountancy goes far beyond reviewing your P&L. We work alongside you as a genuine thinking partner — helping you understand your numbers, sharpen your strategy, and make better decisions with real financial intelligence.
Financial strategy sessions
Regular structured sessions reviewing your numbers, identifying trends, and setting financial goals that are ambitious but achievable.
Growth forecasting
We build forward-looking financial models so you can stress-test growth scenarios, understand the cost of new hires, and plan investment with confidence.
Tax planning & efficiency
Proactive tax planning woven into your coaching — not bolted on at year-end. We look at salary vs dividend structure, profit extraction, and future planning continuously.
Decision-support advisory
Facing a significant decision? We provide financial modelling, risk analysis and a frank second opinion before you commit to anything major.
KPI & management reporting
We help you identify the right metrics for your business and build reporting that gives you clarity on what’s driving performance — and what’s holding it back.
Accountability & momentum
We hold you to the goals you set. Not in a punitive way — but because the best results come from consistent, structured progress reviewed with someone you trust.
How sessions work
We don't run generic seminars or hand you a workbook and wish you luck. Our advisory sessions are tailored, structured and led by senior advisors who know your business inside out.
- 1
Discovery and baseline
We start by understanding your business deeply — your goals, your current financial position, what’s working and what isn’t. We establish a clear baseline to measure progress from.
- 2
Quarterly planning sessions
Each quarter we review actual performance against plan, update forecasts, set objectives for the next 90 days, and agree priorities. These are working sessions, not box-ticking exercises.
- 3
Ongoing access between sessions
Our advisory clients have direct access to their senior advisor between sessions for quick questions, decisions that can’t wait, and timely guidance when it matters.
- 4
Annual strategic review
Once a year we step back and look at the bigger picture — reviewing your long-term goals, major milestones, exit timeline if relevant, and making sure your financial strategy is still aligned.
Who it's for
Our business advisory service is for business owners who are ready to grow but feel like they're flying blind financially. Maybe revenue is solid but profit is elusive. Maybe you know you should be paying yourself more but aren't sure how. Maybe you're approaching a significant decision — hiring, investing, acquiring — and want proper financial modelling before you commit.
It's also for founders who've outgrown their current accountant. If your current advisor only shows up at year-end and tells you what you owe — rather than helping you build something — it's time for a different conversation.
Advisory is available as a standalone engagement or as part of our higher-tier monthly packages. See pricing for details.
Signs it's working
Our clients don't need us to tell them the advisory is working — they feel it. Here are the outcomes we see most consistently.
- You understand your numbers and actually look forward to reviewing them
- You have a clear view of your tax position months in advance — no unpleasant surprises
- You make faster, more confident decisions because you have the financial intelligence to back them
- Your business is more profitable, not just busier
- You have a rolling 12-month financial plan you believe in
- You feel like you have a finance director in your corner, without the salary
"After moving to Opus Accountancy, we had all previous errors corrected with HMRC and received regular management information."
Tim Haggis, Director — Baltic Market
Ready to get some direction?
Talk to an advisor who understands where you're trying to go.
Get in touch