Planning your Financial Success

Mapping out your financial future with ease

Adding Value can provide financial planning and strategy to help you reach the future that you’re striving for. When working with our experts, there’s no need for in-house support. If you’re in need of an Accountant, Bookkeeper or Financial Director, we’ve got you covered

Cash flow forecasting

We can put together a cash flow forecast that helps you stay one step ahead of managing your finances. With the help of our financial forecasting, you can make confident decisions to develop your business.

Budgets

We can provide much-needed budgeting expertise for small businesses, charities and other organisations. We can set up budgets and financial plans with you, then report back on how you’re performing against your budgets. 

Management accounts

Stay in-the-loop of how your finances are performing through our management accounts reports. We can provide reports at whatever level of detail you need, whether that’s a board report looking at the organisation as a whole, or at a budget-holder level for managers to manage their costs.

Financial planning and strategy

Figure out the best course of action through our financial planning and strategy. We can scenario-plan the financial path of your business based on trends, patterns and expert knowledge. By looking at the foreseeable future, we can create financial plans and strategies that will help you manage future risks to your business.

Financial Director expertise

Don’t have the funds for your own Financial Director? Our top finance experts Matthew Brown and Ann Crane can act as your in-house Financial Directors. Our Financial Directors take planning and strategy a step further by using their experience to look at financial risks, financial controls and ensuring good processes are in place throughout working with you.

Business growth starts here

Looking for your perfect financial partner? It’s a match. Contact our team to find out more about how we work with you.

Client Stories

The Positivitree CIC

Making finance clear and easy for a caring non-profit

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Unity Theatre

Modernising finance for a local beloved theatre

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