Our Services

Business Advisory

Make better business decisions

Informed advice to help build your business

Where accountancy was once about keeping the wolf from the door, now it’s about knocking down walls, and opening up a path to a brighter future for you and your business, through smart advice and proper financial planning.

Here at Inform, we want you to see us as your business partner for the long-term. Yes, we can look after your books and complete your statutory returns, but we can do so much more besides…

As part of our business advisory programme, we can deliver a series of sessions and coaching workshops with you, on topics such as business planning, cashflow management, financial awareness and KPI improvement.

Every session is delivered using rich and engaging content, and designed to offer lasting value to you and your business.

Business plans, done better

A business plan isn’t just for your bank manager’s benefit - it underpins everything you do. Here at Inform, we'll help you create a simple, workable business plan that identifies your goals and outlines how to achieve them.

As part of our business plan session, we’ll help you set targets for the 12 months ahead, and lay down insightful KPIs (Key Performance Indicators) to help you measure success. We’ll also identify vulnerabilities in your business, and establish a 90-day action plan to address immediate problem areas.

As time progresses, we’ll continue to support you in the monitoring and measuring of your KPIs, providing access to the Insights by Inform analytics platform.

Insights by Inform is an essential forecasting and reporting tool for business owners, which integrates seamlessly with your real-time business data in Xero.

We utilise tools such as Fathom to interpret your Xero data, and use that to provide you with a detailed analysis of elements such as your cash flow, COGS and pipeline. 


Our analytics app dovetails beautifully with Xero to bring you a whole host of handy features that will help you grow your business:

Cashflow forecasting - create accurate three-way cashflow forecasts with just a few clicks, plus automated tax calculations, custom payment terms and more.

KPI dashboards - build your own dashboard to keep track of your business performance against financial and non-financial key performance indicators, and set alerts to notify you of key changes in data.

PDF reporting - produce beautiful, meaningful, customised reports, downloadable as board-meeting-friendly PDFs.

Scenario modelling - explore the ‘what-ifs’ among your business data, by plotting possible scenarios and watching the permutations play out.


Management accounts are another essential tool in our business-building armory. Produced for you on a monthly or quarterly basis, they consist of a set of financial statements which allow you to better monitor your company’s performance.

Management accounts aren’t required by law in the same way that your statutory accounts are - but they’re unarguably more valuable.

Not only are they more detailed and tailored in format to suit your business, they’re compiled using up-to-date figures from your most recent period - as opposed to numbers from the previous tax year like all regular accounts.

Acting on this real-time data, you’ll be in a better position to respond to trends in your sales, expenses and cash flow - and make the big calls on your business’s next steps.

Whether you are just starting a business or your empire is already growing, our business advice services can help you reach the next level. Call us on 0121 667 3882 or email us on

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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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