Share your requirements
Describe your business, current situation and the support you need.
FINANCIAL ADVISORY
Turn financial information into a plan.
Understand cash movements, budgeting needs and the financial questions behind your next step.
SERVICE OVERVIEW
Financial advisory
Understand cash movements, budgeting needs and the financial questions behind your next step. We begin by understanding your circumstances, existing records and the outcome you are looking for. The exact scope is discussed and agreed before the work begins.
How we can help
✓
Cash-flow planning
Map expected receipts and payments and review the timing assumptions behind the plan.
✓
Budgeting and forecasting
Prepare and discuss a financial outlook based on the information and assumptions available.
✓
Financial performance review
Look at financial information in context and identify questions for further review.
✓
Management information and planning
Shape reporting and planning information around the decisions your business needs to make.
Preparing for a discussion
Discuss financial advisory↗Recent financial statements, cash-flow information, budgets and your planning priorities.
From enquiry to engagement.
A considered start, with the requirements made clear.
Review the information
We discuss relevant records, questions and the proposed scope.
Agree the next steps
Confirm responsibilities, fees and the approach before proceeding.
Questions about financial advisory.
A few details before you get in touch.
01How is the scope decided?+
We discuss your circumstances and records before agreeing which tasks are included in the engagement.
02How do I get a fee proposal?+
Send an enquiry or call our team. A fee proposal depends on the work, records and requirements involved.
SPEAK WITH GPA
Let’s discuss what your business needs.
Start with a conversation. We will help you understand the scope and the next steps.