Business Advice

We work closely with you to get to know your business so we can make suggestions to help improve profits or to develop and grow your business.

We work closely with you to get to know your business so we can make suggestions to help improve profits or to develop and grow your business. Every business should plan ahead to ensure success but daily business pressures often conspire to delay the strategic planning process.

Forecasts and Budgets


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Business Planning – Where You Want To Go

Helping you identify, articulate and understand where you want the business to go.

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Your Personal Balance Sheet

A key document showing your personal net worth.

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12 Month Cash Flow and Profit Forecast

Suitable for internal planning or presenting to your bank manager

Actual Monthly Performance


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Measuring Key Sales Drivers

Map out and measure the key systems in a business, and then play with the sensitivities.

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Measuring KPIs (on One Page)

The single most important page for any business.

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Business Strategy Meetings

A quarterly or monthly meeting/resource to help you review your business.

How Your Performance Compares to Previous Years


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Financial Performance Review

A detailed review of the performance of your business over the last 5 years.

How Much is Your Business Worth


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Business Valuation

Measure how much your business is worth and whether it is increasing in value year on year.

Come And Meet Us

Initial meetings are free of charge and totally without obligation

Call us

Contact Us

T: 01604 718866
E: info@phm-accountants.co.uk

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Phipps Henson McAllister are registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England & Wales.

Details about our audit registration can be viewed at www.auditregister.org.uk for the UK, under reference number EWC008449569.

This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.