Explore Our Solutions

 

We provide tailored financial solutions that enable businesses to focus on their core priorities while we support the financial processes that underpin effective decision‑making.

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Our services include:

•Excel financial modelling

•Excel financial model audits

•Development of bespoke Excel spreadsheets to support a range of business functions

•Annual accounts preparation for small businesses

•Bookkeeping and monthly management accounts

•Financial due diligence

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We deliver best‑practice, bespoke Excel financial models designed to support a wide range of strategic and transactional activities, including:

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•Mergers and acquisitions

•Business valuations

•Applications for project financing and other debt facilities

•Strategic forecasting and long‑term planning

•Investment and divestment decision‑making

 

Our models are built to be:

•Professionally presented

•Easy to use and simple to understand

•Structured with bespoke outputs tailored to decision‑makers

•Designed with clearly identifiable and fully auditable inputs

•Supported by appropriate data validation

•Built as living workbooks that can be easily updated

•Capable of running multiple scenarios to support robust decision‑making

•Accompanied by a user guide to assist all users

 

Sound financial decisions rely on information that is free from material error. Yet, despite best intentions, significant errors can and do occur — often going unnoticed by those involved in the original model build. These issues are typically identified by someone independent of the initial process, with a strong understanding of common modelling pitfalls and structural weaknesses.

While a financial model audit primarily focuses on the technical integrity of the model, our extensive experience allows us to go further. Where appropriate, we can also provide observations on the commercial assumptions, key drivers, and accounting presentation, offering a more holistic perspective on the model’s overall robustness.

 

From time to time, small businesses require specific reports or tools that fall outside traditional financial forecasting and budgeting. These may include the creation of an Excel‑based client database, a staff leave tracker, an expense tracker, or any number of customised reports designed to support management across different areas of the business.

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When required, we will meet with you to understand your needs and develop a tailored Excel solution that aligns with your operational objectives.

 

Financial due diligence is a critical component of any investment, acquisition, or lending decision. It provides stakeholders with a clear, objective understanding of a business’s financial position, performance, and underlying risks. Our approach ensures that key financial information is thoroughly analysed, clearly presented, and aligned with the needs of investors, lenders, and management teams.

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Our financial due diligence services typically include:

•Review and analysis of historical financial performance

•Assessment of revenue quality and cost structures

•Evaluation of working capital requirements and trends

•Review of cash flow generation and sustainability

•Identification of financial risks, anomalies, and areas requiring further investigation

•Consideration of forecast assumptions and their commercial rationale

We work closely with clients to understand the specific context of the transaction and tailor our review accordingly. Our goal is to provide clear, reliable insights that support confident, well‑informed decision‑making.

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