The Holistic Business Advisors
We will alleviate your stress and pressures as an individual and a business owner, by providing personalised, helpful, insightful and relevant support, so that you can focus on and achieve your goals.
Quality
Our qualifications and experience will deliver quality advice and services. After many years of being providing our expertise to large businesses we decided that we wanted to help real people to achieve their goals.
Services
Flexible
Advice how you want it. Emails, calls, in-person meetings, online meetings, texts, regular reports or use our free, secure portal, mobile app and messaging system. Your business is not 9 - 5 and neither are we!
Client Portal
Partnership
We will be your dedicated partners so you can focus on achieving your life goals in business, lifestyle, and family. We provide a seamless and stress-free experience for you so let us take care of the rest for you.
Contact
Services Built Around Your Needs
From inception to expansion, we offer the expertise and support to help your business flourish.
- Expert advice on selecting the ideal business structure
- Development of robust business plans and budgets
- In-depth market research and feasibility studies
- Exploration of diverse funding options
- Assistance with necessary registrations and compliance
- Branding strategies and website development
- On-demand advice for new entrepreneurs
- Full-service accounting and bookkeeping solutions
- Daily management of invoices and expenses
- Comprehensive tax management services
- Strategies for tax-efficient profit extraction
- Timely Companies House filings
- Financial literacy training tailored for business owners
- Workshops on effective accounting software usage
- On-demand support for accounting, tax, and business needs for newly established companies
- Weekly support for maintaining financial success
- Monthly financial oversight and guidance
- One-time financial health assessments
- Evaluation of major projects or capital investments
- Tailored forecasting solutions
- Financial presentations and training for senior management
- Risk assessment and management strategies
- Reviews of internal controls and compliance
- Operational efficiency assessments
- Consulting on process improvements
- Guidance on selecting and implementing accounting software
- Integration of IT systems for enhanced financial reporting
- Business continuity planning and disaster recovery strategies
- Employee wellness programs
- On-demand advice for actively managing ongoing success
- Identifying innovative growth opportunities
- Executing effective growth strategies
- Guidance on international expansion from the UK
- Support for entering the UK market from abroad
- Navigating double tax relief and withholding taxes (UK to overseas and vice versa)
- Assistance with adding business partners or investors
- Advisory services for mergers and acquisitions
- Reviews of new contracts (tax, financial, and general support, excluding legal review)
- On-demand advice for business expansion initiatives
- Guidance on employee-related matters
- Support for businesses utilizing contractors
- Assistance with HMRC tax inquiries
- HMRC Business Risk Reviews
- Handling overseas tax inquiries
- Solutions for funding challenges
- Strategies for cash flow management
- Fraud investigation and prevention services
- Litigation support and expert witness statements
- IT and cybersecurity issue resolution
- Succession planning for future leadership
- Guidance on selling your business
- Support for closing a business responsibly
- On-demand advice for businesses approaching closure
- Ad-hoc advice on businesses coming to an end
