BUSINESS ADVISORY

Planning ahead to help your business grow

Moving away from traditional financial accounting, financial advisory work centres around us being there to help you make the best out of your business.

We can advise on many areas, from monthly reports and whether your budget is realistic, to planning for a big purchase; be it a new office for the business or a new house for your family!

Reporting

Management reporting is key to be able to get a holistic view of how your business is performing. It provides visibility on important financial data such as profit margins and cash flow and assists with budgeting and forecasting for the future.

With the assistance of software like Fathom, Futrli and Spotlight Reporting, we can help translate your management reports into useable and actionable areas for your business to work on.

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Easy to use and helps gain deeper insights into how your company is running.
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Syncs with Xero, Quickbooks Online and MYOB making it extremely accessible.
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Tailored for accountants and advisors
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Choose from 50 KPI’s (and add your own) and track performance against budgets and targets
futrli
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Offers forecasts, scenario planning and alerts
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Syncs with Xero making it quick and easy to set up and access client details
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Generates projections for up to 10 years
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Available on desktop, tablet and smart phones
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Combines actual and forecast data to monitor business performance vs budget
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Provides simple and easily accessible info
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Syncs with Xero, WorkflowMax and Google
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Runs live training webinars
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Choose from 50 KPI’s (and add your own) and track performance against budgets and targets
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Super VCFO Partners have access to a ‘Partner Success Centre’, full of tips and insights from industry thought leaders

Quarterly Reviews

Quarterly finance reviews can help you to ensure that your business goals are being met, that you are hitting your targets and that you have everything you need for the upcoming quarter.

We can meet at your offices or you can come to ours, or we can meet somewhere in the middle!

Ten Forward can help you to review and improve your business to nurture growth in the coming months.

R&D Tax Credits

Research and development tax credits are an amazing tax break for small business’. These tax credits are approved by HMRC and are ready and waiting for you to claim!

If you are eligible, you could be getting thousands back from the government in a cash refund, or a nice deduction on your CT bill. To find out more, have a look here.

If you want to see how R&D could save you money, speak with our team today!

Pre Year-End Review

Before you finish your year end, it’s good to have a look over the last financial year and make sure you are claiming everything that you should be.

By doing this review before the year-end, you are able to make real changes to your company before you report the final figures.

At Ten Forward, we believe that everyone should make the most of the allowances that HMRC grants and should be as efficient as possible when it comes to paying tax.

Tax Planning

Planning for your taxes is something that is often overlooked but making sure you structure your income and your outgoings is key when running a business.

You don’t want to have to pay more tax than you need to, and we don’t want you to either. Our in-house tax team will help organise your businesses financial affairs in the most tax-efficient way. We will help you to make the most out of the available tax allowances and reliefs and can also advise you on tax-efficient pension and remuneration opportunities.

As well as helping with your personal tax planning, we can help you to find the most tax-efficient solutions for your retirement – giving you the peace of mind that you are set up for the future.