Advisory Support as Standard
Is your business making you happy?
● Is it delivering the income you need to live your best life?
● Is it giving you the lifestyle you hoped for? ● Or, is it consuming your life, not adding to it?
Advisory as Standard What is it and how does it help?
Most accountants start at the numbers. We start with you.
Our Advisory as Standard service isn't just about helping you understand your figures; it's about making sure the business is actually serving you. Because a set of accounts can look healthy while you're exhausted, stretched too thin, or no longer getting the life you set out to build in the first place.
Once a year, we'll sit down together for a full hour Better Business, Better Life Meeting. We will go through your numbers properly, not just what they say, but what they mean.
But that conversation isn't the main event. It's the starting point for a bigger question: is your business giving you the satisfaction, the time, and the financial reward you actually want?
Meet Paul, our Head of Advisory as Standard
Paul Tucker, Director and our Head of Advisory as Standard
You first, your numbers second
"Profit on a page means nothing if it's costing you your time, your energy, or the life you set out to build.
So before we look at your numbers, we want to understand what your perfect life looks like: the freedom, the fulfilment, the version of success that is entirely and specifically yours.
Because the numbers aren’t the destination. The life is. The numbers are just the road.
So instead of the usual reporting on the past, we use the numbers as a way in, to ask the bigger questions about satisfaction, time, and reward, and to make sure the business is moving you towards the life you want, not quietly pulling you away from it."
Paul Tucker
Does this sound familiar?
It's easy for the years to go by without ever asking: "Is this business working for me?"
You don't know if the business is actually serving youNo one's ever asked whether it's giving you the time, the reward, or the life you actually set out for.
You're guessing, not knowing You're making decisions without really knowing what your figures mean, hoping for the best rather than working from the facts.
You can't spot the trends in the figuresYou're just reacting, one month at a time, and missing the bigger picture that could actually move your business forward.
You need reassurance, not radio silenceYou don't need someone driving the business for you, just someone there when a question comes up, so you're not left second-guessing alone.
Fast forward a year, and you've filed your accounts again, but you're still none the wiser about what they actually mean, or whether they've moved you any closer to the lifestyle you set out to build.
Our Advisory as Standard service gives you an opportunity to explore what's going well and what needs to change.
Expect More
We believe you should expect more than the "basics" from your accountant.
Your accountant is in a unique position to help your business.
They know you and your numbers, but do they know your ambitions and hopes for the future?
Advisory support is too much of an investment for many business owners. That's why we provide a foundational level of advice as standard, with more support for companies that are ready for it.
Giving your numbers meaning
We know that the traditional way financial information is presented is difficult to understand.
So we do everything we can to avoid accountants' jargon, and demonstrate what's happening in your business.
Most importantly, we ask the questions most accountants never ask
Why? So we can map what matters
Satisfaction and fulfilment - How energised or drained you feel by the business right now.
Confidence in the future - What's driving your belief (or doubt) in where things are heading.
Time commitment - Is the business taking up more of your time than you want? Let's get you spending the time you want with your family and friends.
Personal financial planning - Whether your business and personal finances are actually working together.
Personal financial benefit - Whether the effort, risk and responsibility you're putting in is giving you the return you deserve.
Establish a baseline - Each area is scored, tracked, and mapped onto a simple visual snapshot so you can see, year on year, whether the business is moving you closer to the life you want, or further away from it.
Because ultimately, the numbers are only half the story. The real question is: is your business working for you?
We want you to talk to us, without worrying about a bill
Two free 15-minute calls a month as standard
Problems don't wait for your annual meeting, and you shouldn't have to either. That's why every client gets two free 15-minute calls a month, built into the service.
Got something niggling at you? Want a second opinion before you make a decision? Pick up the phone. No meter running, no surprise invoice landing on your desk afterwards. Just quick, honest advice when you actually need it, not months later when the moment's passed.
It means you're never sitting on a problem, second-guessing yourself, or putting off a call because you're worried what it'll cost. You've got support on tap, so small issues get sorted before they become big ones.
FAQs: Your Questions Answered
What's included in the annual review?
We go through your full year's figures together, explaining what they actually mean for your business not just handing over a set of accounts to file away.
What can I use the two monthly calls for?
Anything, a quick question, a problem you're facing, or just wanting a second opinion before you make a decision. They're free, so you never need to worry about picking up the phone.
What's the difference between Advisory as Standard and WayPoint?
Advisory as Standard covers the essentials — understanding your figures and having support on hand. Waypoint adds quarterly strategic planning and 4 KPIs to actively track and drive growth.
Is this suitable if my business is just starting out?
Yes — Advisory as Standard is ideal for smaller or newer businesses that want to understand their numbers and have the right foundations in place from the start.
What happens if I need more support than the two calls cover?
If something bigger comes up, we'll talk it through and let you know honestly whether it needs more in-depth support — no surprise bills, no pressure.
What happens next?
If you would like to find out how we can help, let's talk.
Get in touch
Click on a button below to call us now, arrange for us to call you back or send us an email.
Get a time in your diary
We'll arrange a convenient time to sit down with you and find out what you are trying to achieve.
Get the ball rolling
Assuming we think we can help and you're happy to proceed, we are up and running together.
Phone
Address
Market House,10 Market Walk, Saffron Walden, Essex, CB10 1JZ
Hours
9:00 AM - 5:30 PM