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Elevate Your Business with Expert Advisory

Elevate Your Business with Expert AdvisoryElevate Your Business with Expert AdvisoryElevate Your Business with Expert Advisory

We provide customized solutions that fit your unique business needs.

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About Elevate Business Advisory

Our Story


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 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


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


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.

About Me

MEL

Mel is a qualified Chartered Accountant with over 20 years of accountancy and advisory experience. She ran her own 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!

Services and Prices

Accountancy Firms - Consultancy

Accountancy Firms - Consultancy

Accountancy Firms - Consultancy

- Outsource your advisory work to me, I will create beautiful Management Reports and 3-Way Cashflow Forecasts for your clients, I can even run advisory meetings on your behalf

AND / OR

- 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


Consultancy Fee

Get in touch

Businesses - Starter Package

Accountancy Firms - Consultancy

Accountancy Firms - Consultancy

- Bookkeeping in Xero 

- 1 hour discovery meeting

- Monthly financial statements

- 1 day per quarter networking


Bookkeeper Plus Service



Businesses - Growth Package

Businesses - Advanced Package

Businesses - Advanced Package

- Bookkeeping in Xero 

- 1 hour discovery meeting

- Monthly financial review meetings to cover key performance indicators

- 1 day per quarter networking


Mini CFO

Businesses - Advanced Package

Businesses - Advanced Package

Businesses - Advanced Package

- 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


Example Graphs To Chart Your Progress

Balance Sheet Components

Average Revenue Per Customer

Balance Sheet Components

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.

Net Operating Profit

Average Revenue Per Customer

Balance Sheet Components

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.

Average Revenue Per Customer

Average Revenue Per Customer

Average Revenue Per Customer

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.

Contact Us

Get in Touch

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Communication is the Key

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.

Elevate Business Advisory

Mel@elevatebusinessadvisory.co.uk

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