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Strategic business advice & support

Take comfort in knowing that your company is moving in the right direction

Free up your time

Form good financial habits

Maximise business growth

Identify areas of weakness

Your key contact

Jamie Snell

Director of Client Finance

Gain operational efficiency and strategic direction

Schedule a brief, no obligation call with our team today.

Schedule a discovery call

Strategic business advice & support

The day to day running of your business can be time consuming and finding the time to improve operational efficiency and think about the big picture can be a rarity.

We want to help you better understand your business and the direction it is moving in and guide you on the path to a more streamlined, profitable and successful business.

In a time where so much technology is at our fingertips, real-time financial advice and support has become a necessity rather than a luxury.

"We help you take a step back, see the bigger picture and make smarter decisions for long term growth."
Karen Coult
Client Finance Partner

Why do I need strategic support?

Become proactive rather than reactive
  • Identifies your company’s current position
  • It gives the company a sense of direction
  • Maximises operational efficiency
  • Brings our technical expertise to your business
  • Helps you build long-term strategic goals and make the right decisions to achieve them
  • Allows you more time to do what you do best
  • Takes away stress by sharing or removing your burdens 

How does strategic support work?

We can add value by
  • Helping you understand the value of your business – even if you do not intend to sell your business, understanding the value of it can be important for succession planning. It can also help you with goal setting if you have a growth target to aim for.
  • Identifying tax savings – any savings made in taxes can be reinvested in growth activities giving an incredibly easy way to financially support growth.
  • Preparing cash flow forecasts – this is a vital strategic tool, not only can we provide the forecast, we can also identify opportunities and issues, allowing you to take action quickly.
  • Helping you get in good habits – by working with us regularly you will develop good financial habits which will save you time and money when you submit accounts or have an audit.
  • Freeing up your time – you can trust us to deal with the financial side of your business and highlight any issues and opportunities to you at an early stage freeing up your time to work on achieving growth.
  • Helping you obtain funding – if you require additional finance to fund your growth it is worth speaking to us before you speak to anyone else as we can give you the options available to you.
  • Identifying financial issues – we can identify bad debts, and unprofitable products and services helping you to address financial issues that may prohibit growth quickly.
  • Helping with restructuring and managing change – whether you are considering restructuring your company to be more efficient, competitive or to improve tax efficiency, we can advise on the options available for a restructure and the benefits and pitfalls of each option.
  • Offering strategic guidance – by setting goals and monitoring cash flow, we can help you to test the financial impact of growth decisions.
  • Supporting you through expansions and mergers – we can help you to assess the viability of an expansion or merger financially and in terms of the structure. We can even help you manage the change process to help things go smoothly.
  • Offering you a dedicated Client Relationship Manager / Team to act as your strategic point of contact.
  • Attending board meetings on a monthly or quarterly basis to challenge embedded thinking or act as a catalyst for change.
  • Reviewing your internal control and procedures and recommending / implementing effective systems and measures.
  • Developing a business growth and operational strategy. 
"With clear goals and regular insight, strategy stops being a buzzword and starts driving real results."
Caitlyn Evans
Client Finance Partner
"Good advice is not just about fixing problems. It is about spotting the opportunities you have not seen yet."
Luke Noble
Client Finance Partner

What are the benefits?

Operational efficiency and strategic direction
  • A smooth running, profitable and growing business
  • Regular and real-time feedback and advice, regardless of where your business is in its life-cycle
  • A better understanding of how your business is doing and a strategy to get you where you want to be
  • Professionally produced business plan, strategy documents, forecasts and budgets
  • Strategic decisions made and tailored as the demands of your business change
  • A better night’s sleep for you! 

Your client finance leads

Jamie Snell

Director of Client Finance

Caitlyn Evans

Client Finance Partner

Karen Coult

Client Finance Partner

Luke Noble

Client Finance Partner

Our core sectors

Our expertise spans a wide range of industries, with 60% of our client base concentrated in the following core sectors:

Professional Services

Consultants, agencies, engineers, and other specialised firms providing expert professional services.

Technology & Innovation

SaaS companies, crypto businesses, software development firms, and tech start-ups.

Manufacturing & Logistics

Manufacturers, supply chain operators, warehousing businesses, and logistics providers.

While we specialise in these areas, our diverse client portfolio includes businesses across various industries, from retail to construction and manufacturing to hospitality.

No matter your sector, we’re equipped to support your growth and success.

Schedule a discovery call

Trusted by businesses like yours

"Caldwell Penn's transparency, professionalism, attention to detail, and friendliness distinguish them from all other firms we have previously engaged. They have exceeded our expectations by additionally offering R&D advice, which has significantly benefited our operations."
Allaero Limited
"While it’s hard to get excited about an audit, Caldwell Penn made the experience as seamless as possible. Communication was clear and effective, and the management letter provided valuable insights for our business. We highly recommend their services to any business in need of a thorough and efficient audit."
UK Lanyard Makers Ltd
"Caldwell Penn handle everything for us with a proactive, tailored approach. Their dedicated team understands our goals, ensuring we never miss tax-saving opportunities. They’re more than accountants, they’re partners in our growth."
Syon Creative Ltd

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