Running a business is rewarding, but it can also feel overwhelming. From compliance to cash flow, tax planning to future growth, there are always big decisions to make – and getting them wrong can be costly.

At Simply Accounts, our advisory services give you clarity, confidence, and peace of mind. We work alongside you to understand your goals, highlight risks, and create strategies that actually work in the real world. Our approach is simple: no jargon, no confusing reports – just practical advice that helps you take the right next steps.

Whether you're growing, restructuring, or preparing for an exit, we'll provide the guidance you need to move forward with confidence.

Book a free discovery call
Advisory-services

Who we help

Our advisory services are designed for business owners and directors who want to make decisions with clarity:

Business owners planning growth or expansion

Needing strategic insight.

Companies seeking profit and tax efficiency

Wanting to optimise performance.

Directors preparing for investment, funding, or sale

Requiring professional valuations and planning.

Businesses facing complex challenges

Needing sector-specific expertise.

Entrepreneurs planning succession or exit

Requiring clear strategies for the future.

We work with businesses of all sizes, from start-ups to established SMEs, tailoring our approach to your stage, sector, and goals.

Our services

What's included in our service

Business Advisory

  • Strategic planning – growth strategies, scaling, and exit planning
  • Cash flow management – keeping liquidity healthy and predictable
  • Budgeting and performance monitoring – tracking KPIs, benchmarking results, managing variance
  • Profit improvement – reducing costs and improving margins sustainably
  • Succession and exit planning – from passing on to selling or restructuring
  • Risk management – financial risk assessments and scenario modelling

Tax Advisory

  • Corporate tax planning – making use of allowances and reliefs
  • Personal tax planning – balancing dividends, salary, pensions, and investments
  • Inheritance Tax and estate planning – protecting wealth for the next generation
  • Capital Gains Tax planning – Entrepreneurs' Relief/BADR and other opportunities
  • VAT advisory – handling cross-border, partial exemption, or sector complexities
  • R&D tax credits – assessing eligibility and supporting claims

Transaction Advisory

  • Business valuations – for acquisitions, disputes, or investment
  • M&A support – due diligence, structuring, and integration
  • Raising finance – forecasts, investor packs, and lender negotiations
  • Restructuring and turnaround – plans to recover, refinance, or avoid insolvency

Specialist Advisory

  • Wealth management support – pensions, ISAs, and investments alongside IFAs
  • Property structuring – tax-efficient buy-to-let and SDLT planning
  • International advisory – overseas subsidiaries, expat tax, transfer pricing
  • Digital transformation – cloud systems, automation, and integrations (Xero, A2X, Qoblex)
  • Sector-specific guidance – e-commerce, healthcare, construction, and more
Our process

How our process works

Step 1

Consultation and discovery

We take the time to understand what you need help with, listening carefully to your goals, challenges, and priorities before offering guidance.

Step 1
Step 2

Review and analysis

We examine your finances, structure, risks, and opportunities in detail.

Step 2
Step 3

Advisory delivery

We provide clear, actionable recommendations tailored to your business in writing after we’ve completed a thorough analysis of your accounts and situation.

Step 3
Step 4

Discussion and action planning

We talk everything through in plain English, ensuring you know exactly what to do next.

Step 4
Step 5

Ongoing support

We don't just hand over a report. We check in regularly, monitor progress, and update plans as circumstances change.

Whether you want a one-off consultation or ongoing quarterly advisory, we adapt to what works best for you.

Step 5

Benefits for your Business

Confidence in your decisions – Backed by analysis and experience
Confidence in your decisions – Backed by analysis and experience
Efficient tax planning – Ensuring you maximise reliefs and allowances
Efficient tax planning – Ensuring you maximise reliefs and allowances
Growth and exit planning – Preparing your business for what's next
Growth and exit planning – Preparing your business for what's next
Access to funding – With credible valuations and investor-ready forecasts
Access to funding – With credible valuations and investor-ready forecasts
Clarity and support – Guidance explained clearly, without jargon
Clarity and support – Guidance explained clearly, without jargon

Tailored advice – Designed around your business, not off-the-shelf

Tailored advice – Designed around your business, not off-the-shelf

Our role is to reduce uncertainty, remove stress, and help you move forward with confidence.

Book a free discovery call
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Key considerations

Advisory work is flexible and tailored to your needs. Whether you need a one-off project or ongoing quarterly support, we'll recommend the approach that fits your situation. Timelines depend on the scope of work, but we always provide clear expectations upfront.

FAQs

Can you take over mid-year if I already have an accountant?

Yes. We can work alongside your existing accountant or take over seamlessly.

Do you liaise with HMRC if issues arise?

Absolutely. We handle queries, penalties, and investigations on your behalf.

Do you only work with certain sizes of business?

No. Our advisory services suit businesses of all sizes and industries.

Do you use specific accounting software?

We adapt to your setup, though we recommend cloud systems like Xero for efficiency.

Do you offer follow-up planning?

Yes. We provide ongoing advisory to track progress and adapt strategies as your business changes.

Pricing

Our advisory services are often included in our accounting package or quoted individually for specialist projects. Pricing depends on scope and complexity, but we'll always provide a fixed, transparent quote before starting. Complex advisory work is typically quote-based to ensure fairness and clarity.

Why choose Simply Accounts

Business decisions shouldn't keep you up at night. With Simply Accounts, you'll always have an experienced partner by your side providing actionable advice, end-to-end support, and peace of mind. We explain everything in plain English with flexible, tailored solutions that fit your stage and sector.

Get in touch

Ready for advice that goes beyond compliance? At Simply Accounts, our advisory services give you clarity, confidence, and support when it matters most.

Ready to plan with confidence? Get in touch today and see how we can help you grow and succeed with less stress.

Real people. Real support.

Not sure where to start with your accounts? Whether you're a sole trader, a growing limited company, or managing multiple properties, our friendly team is here to make things simpler.

Let’s Talk About Your Business

  • A quick, no-pressure chat with one of our expert accountants.

  • A chance to talk through your current challenges and goals.

  • Tailored advice on how we can support you from bookkeeping to tax.

  • Clarity on next steps, with zero jargon or hidden costs.

Ready to take the first step? Book your free call now.

Let's talk numbers. Get in touch.

You didn’t go into business to battle tax returns, juggle receipts, or second-guess your bookkeeping. That’s where we come in.

At Simply Accounts, we help business owners like you stop worrying about the numbers and get back to doing what you do best. Whether you need support with payroll, tax planning, or everyday bookkeeping—we’ve got your back.

Have a question? Need advice? Want to chat about how we can simplify your accounts?

Get in touch
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