Business Advisory

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Financial advice for your business that helps you succeed.

Our clear advice and guidance on financial strategy comes from over a decade of knowledge and experience gained as finance directors; businesses can trust our integrity and professionalism to help them achieve success.

Our business advisory services include:

Outsourced Financial Director

As a hard-working business owner, sometimes you don’t have the time to think about your overall financial strategy, or it may not be the right time to hire a Finance Director in your business. That’s where we come in — as experienced Finance Directors, we provide clear, jargon-free advice and guidance on your financial strategy. We develop bespoke plans for supporting your business.

Working with the Bright Beany team, you will benefit from our experience across: 

  • Financial reporting and analysis of performance 
  • Cash flow management 
  • Financial management & strategic planning 
  • Budgeting & expense control 
  • Developing and monitoring a robust internal control environment 
  • Coaching

Finance Transformation Review

We know that no one-size-fits-all and that every business is unique. Whether you are just starting out in your small business, or you have an established team, there are always opportunities to review and evaluate your finance processes and digital systems. 

From our years of experience of transforming finance teams and implementing systems, we will work with you to optimise your processes and advise you on how best to use digital technology to streamline your finance function. 

We develop a finance transformation strategy that fits with your business and support you every step of the way, allowing you to focus on business growth.

Controls Review, Process Mapping & Systems Reviews

The Bright Beany team have many years of experience mapping out processes, identifying and building proper control environments and implementing new systems. From accounting software to employee expenses, we have you covered. 

We can build a tailored package of control reviews, process maps or system support to suit your business and improve how you operate.

Budget and Forecasts

Preparing annual budgets and taking the time to do this properly isn’t easy; we know from experience. Creating an annual budget not only lets you take a step back and think about opportunities for the year ahead, it also helps you plan your resources, think about your cash flows, and identify cost savings. Bright Beany can support you every step of the way to develop a plan that works for your business. We can also provide regular forecasts that represent the latest expected outcome for the year.

Using our Management Accounts Service to review your budget throughout the year against actual numbers gives you the data needed to make informed decisions about your business in real time. 

We’ll work alongside you to produce your budget and make sure everything is planned for. 

Digital Accountancy Software and Training

We use a variety of digital accountancy and cloud-based software to ensure businesses like yours are operating as efficiently as possible. The aim? To save you time and money. If you're not sure what systems you need to effectively run your business, then Bright Beany will help you to understand what the most effective tools for the growth of your business are. 

Digital software we champion:

  • Xero
  • Xero Payroll
  • Xero Expenses
  • Quickbooks
  • Pleo
  • Dext

As Xero Certified Advisors, we’re here to help you make the most of your accountancy software. We can offer bespoke training sessions for your team members so they can use Xero to inform and grow your business.

Explore our other services

Personal tax


Tax compliance takes time and isn’t always clear; that’s why we handle the numbers so that you can focus on your business growth. We’re here to help.

Find out more


As ICAEW chartered accountants, we always offer the highest accounting standards. We’re experts at what we do, and we’re dedicated to saving your business time and money.

Find out more

Let us deal with the paperwork, so you can focus on running your business.

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