Advisory · Growth decisions

Business Advisory for Owner-Managed Companies

Business advisory from qualified accountants: pricing, margins, hiring, funding, growth and exit decisions backed by your own numbers.

Short answer

Business advisory gives owner-managers a numbers-led second opinion on big decisions: pricing, hiring, investment, funding and growth. We start from your accounts and management figures, model the options and their tax effect, and give you a clear recommendation with the risks spelled out.

Content updated 21 October 2026. Official references are listed below.

What this means for your company

Your accountant already sees the numbers that drive your business. Advisory puts them to work before decisions are made, not just after the year end, so you can grow profit rather than only report it.

01

Pricing and margin reviews

02

Hiring and capacity decisions

03

Funding and borrowing options

04

Profit extraction and tax impact

05

Exit and succession planning

Decisions we help with

Should you raise prices or cut a product line? Can you afford a new hire, and when will they pay for themselves? Is a loan, asset finance or equity the right way to fund growth? We answer with figures from your own business rather than generic rules of thumb.

How a session works

You tell us the decision and send recent accounts or management figures. We prepare a short model with scenarios, then talk it through with you. You leave with a written summary of options, numbers, tax effect and the action we recommend.

Tax built into the advice

Growth decisions change tax: capital allowances on investment, the Corporation Tax marginal rate between £50,000 and £250,000 of profit, VAT registration thresholds and how you draw money from the company. We include those effects so the recommendation holds up after tax.

Rates, thresholds and dates reflect the UK position at the content update date. Check current GOV.UK guidance, or ask us, before relying on them.

Ongoing support

Many clients pair advisory with management accounts or cash-flow forecasting so progress can be tracked quarterly. Others book a session only when a big decision comes up.

Primary references

Official sources and further reading

Related answers

Read next

Every answer in this cluster is written for UK limited company directors and reviewed against current HMRC and Companies House guidance.

Frequently asked

Business Advisory for Owner-Managed Companies: questions directors ask

What is business advisory from an accountant?

Practical advice on commercial decisions, based on your financial data, rather than only preparing statutory accounts and tax returns.

Do I need management accounts first?

Not necessarily. Recent year-end accounts and bank data are often enough for a first session.

Can you help with a bank or investor application?

Yes. We prepare forecasts and supporting figures and explain them in plain English.

Is advisory only for larger companies?

No. Small owner-managed businesses often benefit most because each decision has a larger impact.

What records are needed for business advisory for owner-managed companies?

Keep bank statements, sales and platform reports, purchase invoices, payroll records, VAT workings, finance agreements and Companies House correspondence. We confirm the exact list at onboarding and identify gaps before a filing deadline becomes urgent.

How much does help with business advisory for owner-managed companies cost?

The fee depends on transaction volume, record quality, VAT and payroll requirements, historic catch-up and the level of reporting needed. We agree a fixed scope and price before technical work starts, with published packages available on our fees page.

Can you take over business advisory for owner-managed companies from another accountant?

Yes. We request professional clearance, collect the prior records and authorities, check the next Companies House and HMRC deadlines, and give you one clear handover list. The process is normally completed remotely.

Can business advisory for owner-managed companies be handled online?

Yes. We work through secure cloud records, scheduled reviews and digital approvals, while keeping a named team available by phone, video call and email. Clients can also visit our Morden office by appointment.

Which accounting software works best for business advisory for owner-managed companies?

We regularly work with Xero, QuickBooks, FreeAgent, Sage and connected sales or expense apps. The right setup depends on transaction volume, integrations and the reports you need, not simply the software brand.

What tax deadlines matter for business advisory for owner-managed companies?

The relevant calendar may include annual accounts, Corporation Tax payment and return dates, confirmation statements, VAT returns, payroll submissions and Self Assessment. We map the dates from your company year end and registrations.

Google reviews

What Our Clients Say

Rated 4.9 out of 5From 302 Google reviews
“Accotax have been our accountants for many years now. We maintained them because of their professionalism. In the last couple of years I have been working with Imran, who has been very professional and helpful in guiding us through the whole process, explaining and clarifying every aspect of it. Very prompt in responding to questions and patient with us even when we seem to be slow.”
Mansur Liman · Long-standing company client
“We worked with a few different accountants before finally settling with Accotax, and we're really glad we did. They take the time to understand how our business works and what our needs are. Anum, who looks after our account on a day-to-day basis, including reconciling invoices and preparing the annual accounts, is amazing, professional, efficient, and follows the processes we have put in place together. Accotax has made our accounting experience much smoother and easier. We see them as a long-term partner as our business continues to grow. I would 100% recommend them.”
Mael Leboucher · Year end accounts & bookkeeping
“I've been working with Accotax since January 2024, and their support has grown alongside my business needs. My personal allocated manager, Umer, provides tailored services for both of my companies, adapting as I expand and ensuring everything runs smoothly. They are responsive, knowledgeable, and always clear in their communication. Their help with accounts, VAT, payrolls, pensions and compliance gives me real confidence and peace of mind.”
Зайтуна «Анонимная татарка» Manning · Two limited companies, VAT, payroll & pensions
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Free tools

Run the numbers before we speak

Free UK tax calculators built on 2026/27 rates for limited company directors.

Related services

What usually sits alongside this

Limited company accountants in London, Morden, Croydon and across the UK.

Included approach

Organised, explained, on schedule.

Clear scopeDeadline visibilityHuman support

Ready when you are

Ready for an accountant who makes things simpler?

Key tax terms explained

Two ways to work with us

Pick a monthly package, or buy a one-off filing online.

Everything is fixed price and agreed before we start. Prices are the same whether you are in London, Morden, Croydon or anywhere else in the UK.

All-inclusive packages

Monthly accounting from £45.83 + VAT

One fee covering your company’s filing calendar, with the price based on your turnover band.

  • Accounts, CT600 and confirmation statement
  • Bookkeeping, VAT and director payroll options
  • Named accountant and free basic tax advice*

One-off online filing

Buy now, pay online in minutes

No monthly commitment. Add what you need to one basket and pay by card, with government fees shown separately at cost.

  • Year End Accounts priced on your turnover
  • Confirmation statements, formations and filings
  • 5% off over £1,500, 10% off over £2,500

Not sure which fits? Book a free consultation or get an instant quote.

Talk to an accountant

Tell us what is getting in the way.

Share your next deadline, accounting problem or growth question. We will reply with a clear next step and quote any technical work before it begins.

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Appointments run Monday to Friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.

Four London offices

Meet us in Morden, Croydon, Chelsea or Mitcham

Work with us entirely online, or sit down with your accountant at whichever office suits you. Open Monday to Friday, 9:00am to 5:30pm. Office visits are by appointment only, so please book before coming in.

Morden, Surrey12 London Road, Morden, SM4 5BQHead office, two minutes from Morden Underground station.DirectionsRead ACCOTAX Google reviews
Croydon73 Park Lane, Croydon, CR0 1JGCentral Croydon, minutes from East Croydon station.DirectionsRead Croydon Google reviews
ChelseaM-112, 65-69 Lots Road, SW10 0RNWest London base for Chelsea, Fulham and Kensington clients.DirectionsRead ACCOTAX Google reviews
Mitcham141 Morden Road, CR4 4DGServing Mitcham, Tooting and the CR4 postcodes.DirectionsRead Mitcham Google reviews

Free, no obligation

Book a call

Pick a time that suits you and a qualified accountant will call you about your company, deadlines and fees.

Appointments run monday to friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.

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