Proactive Accountancy & Business Balance

Do you always make informed decisions?

With Business Balance you will.   Always have up to date figures when you need them and keep your books balanced to giving you realtime numbers that really make sense.

Why wait for HMRC deadlines to know how you are doing? What use are out of date figures that only help the taxman? Our Award winning Proactive accountancy service gives you figures early so  you can  successfully run and grow your business. You’ll have expert guidance to spot opportunities and know your options at all times.

Combine both and you can capitalise on chances or react to any downward trends as soon as they arise. Never miss out again.

Like many of our award winning Cardiff and South Wales business clients you could soon find our approach keeping you ahead of competitors – just where you need to be.

You’ll also gain from the outstanding resources, tools and support we access through our membership of AVN, a national association of accountants. These are proven to make businesses more successful and enjoyable to run. A recipe for success


Bench Marking

How do you think your business compares to others around you? Through Bench Marking you’ll know how you measure up. Are your fees too low or your debtors too high? Identify the problem areas and you’ll improve them and highlight where you excel and you’ll stay motivated and on track.


Management Accounts

Would you like to keep on track through out the year?

Try quarterly or six monthly management accounts, to measure your performance and set targets. You’ll soon see your established business boom or confirm that your new business is on track, plotting growth and easing worries in the early days.

Do you hate unexpected  liabilities? Management accounts are also perfect for predicting your tax bills so you can put plans in place early.

They are ideal too, when used as part of our business development programmes.


 Cash Flow and Profit Forecasting

If, like all savvy businesses owners, you’re eager to know what’s lies ahead, why not use our Cash Flow service to forecast future profits?

Based on your current performance and your future expectations, you can have expert predictions for periods of up to three years to help you set business goals and direction. Allowing you to quickly spot when things aren’t going as expected or identify where you are exceeding expectations, highlighting which areas to focus on.

You’ll also have the figures at your finger tips for finance applications with banks, business start ups and grant applications, as you need them.