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Financial insight and advisory services

Through a combination of financial insights and specialist financial guidance, we can help you get to grips with your numbers. We'll also advise you on all the key finance matters that impact both you and your business.

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Sound financial advice at every step

At Inform, we’re redefining the role of accountancy. Our support extends well beyond just the accounting essentials - we'll give you sound financial advice through every step of your journey.

Our advisory services include personalised sessions and coaching workshops covering crucial areas including:

  • Business planning
  • Performance trends
  • Cash flow management
  • Financial awareness
  • KPI improvement

Financial advisory services


Financial planning

We can help you develop finance plans and strategies that help you assess risk, with recommendations for budgeting, forecasting, cash flow management, business valuations, EMI schemes, and more.


Tax planning and compliance

We’ll help you maximise your tax position by advising on tax strategies and identifying potential tax deductions, grants and credits. Plus, we ensure you comply with all relevant tax laws and regulations, while also preparing and filing your tax returns.


Funding and investment assistance

We can advise on funding sources and securing financing for growth or investment purposes. We can provide guidance on loan applications, financial projections, and capital structure to ensure you obtain the necessary capital under the most favourable terms available to you.

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Financial systems and technology

We can provide guidance around the selection, implementation and integration of accounting software and other financial applications to streamline processes, introduce automation, and improve reporting. We’ll also ensure your systems comply with the HMRC’s digital strategy, including digital record-keeping and electronic filing.

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Actionable financial insights

We’ll help you get your finance data into shape, enabling you to gain much greater insight into all aspects of your business. Areas we’ll help you improve include:

  • Cash flow forecasting
  • Finance admin efficiency
  • Performance trend analysis
  • Profit and loss
  • Budgeting accuracy

We’ll also develop personalised reports and dashboards to ensure key finance information is available in real-time, within just a few clicks.

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Better business plans

Management accounts are crucial tool for businesses that want to build and grow. These financial statements, which we generate for you on a monthly or quarterly basis through, offer a comprehensive view of your business's financial trading position.

While not legally obligatory like statutory accounts, they empower you with greater financial control and facilitate informed decision-making to accelerate your business's expansion.

Get better equipped to:

  • Reverse poor performance
  • Make big business calls with confidence
  • Plan tax and dividend transactions
  • Conquer your cashflow

Download your free financial KPI guide

Need help setting and achieving your goals? The KPIs listed in this guide will help provide the insight you need to keep your business growing. We can help you set your targets, track your data and report back through the provision of management accounts - a monthly or quarterly set of statements that put you firmly in control of your finances.

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Speak to one of our specialist accountants today!

If you’d like to know more about how we can support your wealth management, we’re happy to help.