Annual Finance & Tax Advisory

12+ on-site days a year across 11 modules

A dedicated adviser engaged annually, with at least 12 on-site days a year across 11 modules spanning accounting, tax management, internal control and policy applications, plus day-to-day access.

  • Dedicated annual adviser
  • 12+ on-site days per year
  • 11 module coverage
  • Quarterly business review
  • Ongoing day-to-day access
SERVICE DETAILS

Service Details

How it differs from one-off consulting

A one-off session solves a single point; an annual adviser solves continuity. Policy shifts several times a year, accounting conventions have to hold consistently, and owners need someone who can absorb the decisions they face. Only a year-long engagement keeps “right this year, no rework next year” on track.

Modules covered (selected)

  • Accounting system and ledger conventions;
  • Tax management and filing review;
  • Invoice and contract tax-clause review;
  • Cost structure and margin improvement;
  • Internal control and treasury management;
  • Policy application planning and follow-through.

How we work

  • An initial full health check each year, with the year's priorities agreed;
  • Quarterly on-site or online business reviews against the numbers and goals;
  • Day-to-day questions answered through a dedicated channel.
SPECIFICATIONS

Service Parameters

Service Timeline
Annual engagement
On-site frequency
At least 12 days per year
Modules covered
11 modules
Response channel
Dedicated channel with 7×12-hour response

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