Elevate Your Business with Expert Advisory
We provide customized solutions that fit your unique business needs.
We provide customized solutions that fit your unique business needs.
At Elevate Business Advisory, we are a small business with a big unique dream. Our founder, Mel, has a vision to create a business that will revolutionise the accountancy industry. She has over 20 years of accounting experience, including 5 years at KPMG, 13 years running her own accountancy practice purely in compliance and 4 years working in the best tech solutions for accountancy practices. Mel’s dream is to set up an advisory practice purely for her clients, with no distractions from HMRC and no statutory deadlines, using the very best cloud based software.
Our mission at Elevate Business Advisory is to provide the best quality service in a unique way. We work with you to really understand where you would like your business to be and help you to understand how to get there. We do this in a very unique way, by firstly delving into your Xero or QuickBooks and creating a 3-way cash flow forecast. We give you access to this forecast so that you can use the best technology to discover what your key profit / cash / KPI drivers are.
We work closely with you to then report actuals against this forecast monthly with you, to continually question you and guide you towards your goals. We even incorporate non-financial KPIs into the monthly reporting, so that you can see the complete picture of the business. Finally, we can even help you to scenario plan, eg. What would happen to cash or profit if you purchased or leased a new van.
In addition to this, we provide our clients with a network of business owners so that all clients who are willing and have the time can brainstorm, network and offer each other general business support and advice.
Our ideal clients are small service businesses and not for profit organisations with annual turnover above £350k. We can work with smaller businesses but normally the cost of our services doesn't make sense.
We are here to help you set up and maintain the accounting systems to take your business to the next level. Take a look at our sample graphs to chart your progress. We are here to be your guide to achieve your goals and impact your community.
Contact us to find out more.
Mel is a qualified Chartered Accountant with over 20 years of accountancy and advisory experience. She ran her own compliance practice for 13 years, successfully sold it in 2020 before working on advising accountants how to advise using the best digital tech. She is now setting up her own advisory practice to make the very best use of all of her skills!
- Fortnightly 60 minute meetings to work on specific problems to your firm
- Detailed SWOT analysis
- Tech stack analysis and action plan
- Aim to reduce admin, move into the Cloud, free up time for Advisory
- Advice on how to set up in Advisory
Monthly Advice
From £500 per month
- Xero setup
- Automate bank feeds and import historical data
- Clean up of prior period accounting up to 12 months
Initial Setup
From £1,500 one-off fee
- Bookkeeping in Xero
- 1 hour discovery meeting
- Monthly financial statements
- 1 day per quarter networking
Bookkeeper Plus Service
From £500 per month
- Bookkeeping in Xero
- 1 hour discovery meeting
- Monthly financial review meetings to cover key performance indicators
- 1 day per quarter networking
Mini CFO
From £1,000 per month
- Bookkeeping in Xero
- 1 hour discovery meeting
- Half day workshop to set goals and create 3 way cash flow forecast
- Forecast meeting / KPI meeting
- Monthly reporting against forecast and scenario building
- 2 x 30 minute catch ups per month
- 1 day per quarter networking
Fractional CFO - working closely with your current tax / accounts preparer
From £2,000 per month
At Elevate Business Advisory, we want our clients to understand their numbers. For example, this pie chart shows an exciting visual of the Balance Sheet. Assets are shown in green and liabilities are shown in orange. The darker the colour, the more liquid the asset or liability is.
The graph above shows how net operating profit is tracking against budget. We can look at trends and delve deep into the numbers with you to fully understand how we can help and advise you to improve profits in the future.
We can also work with you to look at non financial data and report on it to show the full picture of your business. For example, the graph above looks at the average revenue per customer with a trend line pointing downwards which we could look into with you.
We strive to stay in communication with our clients. Have a question about our business, or want to see if we match your specific needs? Send us a message, or give us a call. We're always happy to meet new customers!
Book in a free 30 minute discovery call using this link.
View our channel http://www.youtube.com/@Elevatebusinessadvisory