Advisory

Female bookkeeper on phone illustration

Established 2006

In excess of 40 years combined experience

National award winning

ICB bookkeeping superstars

Team of 7

Eliminating the risk of relying on one person

Gain invaluable insights into key performance indicators through regular reviews, ensuring informed decision-making.

Look to the future with efficient forecasting to mitigate risks. Harness the power of proactive planning and being on top of your numbers.

Adder Bookkeeping support session

Here’s some of the things we can help with:

Performance dashboard

Cutting-edge software for insights into key metrics.

Bespoke visual reports

Colourful easy to use graphs, rather than lists of numbers.

Budgeting

Support with budget building and reforecasting.

Forecasting

Software which builds potential scenarios to assess impact on cash.

Proactive guidance

Empowering you with tools and insights to make decisions.

Rattler's Review

Personalised quarterly meetings focused on key areas.

I would have absolutely no hesitation in recommending Adder Bookkeeping after the fantastic service that I have received.

Martin Mills | Watren Ltd

So now your bookkeeping is all squeaky clean and up-to-date, you can add on extra advisory services to help you grow and make decisions –

Additional quarterly meetings to set KPIs

Advanced reporting with visual graphics – colour graphs and charts provide snapshots of performance – past and future

Cash forecasts and building in scenarios –  eg ‘what would my cashflow look like if I take on another employee?’

Building out an Annual Budget and tracking against performance

Beyond traditional compliance tasks, these services provide proactive insights to drive growth and efficiency.

Bookkeeping books

The Cobra Call

The monthly Cobra Call is your personalised 30 minute connection with your dedicated client manager. A call or Zoom for a friendly catch-up, addressing queries and resolving concerns. It's an opportunity to ensure everything is in order - enabling a proactive client-manager relationship.

Get in touch

Book a discovery call