Without the terms and numbers, a business plan is only conceptual. One of the essential components of a business plan is the financial section. If you wish to obtain a bank loan or to convince investors to invest in your business – you need a feasible business plan. Call our consultants to dicuss your business plans.

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Your partners in planning and success

As financial experts, and through our years of experience, we know exactly what lenders and banks want to see in a business plan. So, we’ll do everything in our power to get you the loan that you need. We’ll provide you with a business plan that can show the business forecasts for the next three to five years, including a detailed first twelve-month forecast. Our team of expert accountants strives to be in constant communication with you and reply promptly to any enquiries.

Business Plans What to Look For

In order to have an efficient and accurate business plan, you will need to carefully go through a few sections. If you’re seeking external funding, you’ll need to know how much capital your business will need. Within your business plan, you’ll also need to reassure your lenders with detailing the security you can offer them as well as how you plan on repaying any borrowings. As the most important aspect, you’ll need to explain your projected and current sources of income and revenue. 

It’s optional to include your own personal finances. Analysing your financial forecast is vital to a business plan, but so is performing a risk analysis. It is considered good practice if you review any risks that your business may face. Risks can be anything from competitor actions, commercial issues, operation failures, to staff or weather risks. We’ll aid you in finding these risks as well as inform you of any contingencies and insurances that would cover those.


We care for our clients. Building and maintaining fantastic relationships is what we do best, we will never treat you as a number which is what makes our approach so unique. The highest level of customer service combined with a keenness to listen and work together with our clients means that we leave a stream of happy clients in our wake every single day. Our services come with unlimited help and support provided at no extra cost throughout the year.That help and advice will all come courtesy of your own fully qualified and dedicated small business accountant.

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Are you just looking for an answer to a general question? We always provide free advice to individuals and self employed persons. You can send us an email, call us or fill in the form. But you should be asking answers to general questions.

Commercial Loans

Regardless of whether you are looking for a long-term or a short-term business loan, we can offer you advice and assistance

Business Disposals

We will assist and guide you in terms of long-term strategies for your company and discuss your future goals and ambitions.

Merger Acquisitions

Mergers and acquisitions, happen because of companies seeking efficiencies, enhanced market visibility and economies of scale.

Due Diligence

We can help you with all aspects of due diligence involved in the purchase of a company or business; so contact us today for more information.

Frequently Asked Questions

Most frequent questions and answers

No we do not charge any fee for initial consultation. We will try to give you free guidance if its something you can do easily by yourself. We will only charge you if you appoint us to do some work for you. 

We are giving free advice on general questions and this is one way of paying back to our local community who cannot get through to tax man. But if your question is of specific nature, we will tell you about our fee.

You can certainly ask question about accounting but you should know that we cannot teach you accounting over the phone or online. If you are not familiar with book keeping or accounting, its best to hire an accountant?

If you are only after advice, we will make a decision after hearing question. It may take further investigation and we may have to look into your personal circumstances to answer your question.

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Client Testimonials

Our clients are our assets and we take every step to look after them and provide them the advice and support when ever they need. 


It has never been easier to switch accountants. You just need to sign our engagement letter and we will do the rest.

Our Blog

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Uptodate knowledge of tax and business sectors of UK, HMRC and EU written in language you can understand.

Maintaining your NIC contributions Covid-19

If a person already has 35 qualifying years or is likely to do so by the time that they reach state pension age, missing a year will not adversely affect their state pension entitlement. However, if they have less than 35 years (and will be able to reach the minimum 10 years needed for a reduced state pension by the time that they reach state pension age) making voluntary contributions can be worthwhile.


Selling the Buy to Let property at a loss

While any gain on the sale of a property that has been the taxpayer’s main residence throughout the period of ownership is covered by private residence relief, the flip side is that if the main residence is sold at a loss, the loss is not an allowable loss for capital gains tax purposes.