01827 60033
Philip Barnes & Co · Tamworth & Uttoxeter · Business Advice

Sound advice, available when you need it, throughout the life of your business.

From start-up through growth to exit, Philip Barnes & Co works alongside owner-managed businesses across Staffordshire — a partner at the end of the phone, not a call centre.

Getting behind the numbers

Ongoing strategic support, not just year-end accounts.

Business advice at Philip Barnes & Co means ongoing strategic advice and business support throughout the life of a company — from the earliest decisions through to exit.

Most accountancy firms see their clients once a year. We work differently. The same partner who signs off your accounts is available at the end of a phone when a decision needs to be made — whether that is a question about a new contract, a financing round, or the right structure for a disposal.

Business advice is not a separate service bolted on to compliance work. It is what happens when a firm knows your numbers well enough to have a view on them. That is the position we aim to be in with every client we act for.

From start-up to exit

What business advice covers.

Whether you are just starting out, an established business seeking stability and growth, or approaching an exit, the work falls into a set of connected disciplines.

  1. 01

    Finance Director service

    Part-time FD support for businesses that need strategic financial oversight without a full-time hire.

    Regular management information, board-level reporting, and a senior financial voice in the room when decisions are being made.

  2. 02

    Forecasting and planning

    Forward-looking financial models built around your business, not a generic spreadsheet.

    Cash flow forecasts, budgets, and scenario planning to support lending applications, investment decisions, and internal planning cycles.

  3. 03

    Tax planning

    Structured advice on tax efficiency across the business and its owners.

    Remuneration planning, profit extraction, and longer-term structuring reviewed alongside the year-end compliance work.

  4. 04

    Bookkeeping

    Accurate, timely records as the foundation for everything else.

    Day-to-day bookkeeping managed by the firm so that management accounts and tax returns are built on clean data.

  5. 05

    Management accounting

    Regular financial reporting that tells you how the business is actually performing.

    Monthly or quarterly management accounts, KPI reporting, and commentary from a partner who knows the business.

  6. 06

    R&D claims

    Research and development tax relief for qualifying businesses.

    Identification of qualifying activity, preparation of the technical narrative, and submission of the R&D claim alongside the corporation tax return.

  7. 07

    Due diligence

    Financial due diligence on acquisitions and disposals.

    Review of target financials, identification of risk areas, and a clear written report to support the transaction.

  8. 08

    Accounts systems

    Selection, implementation, and ongoing support for cloud accounting software.

    Advice on the right system for the business, set-up, and training so that the data feeding into management accounts is reliable.

  9. 09

    Raising finance

    Support for businesses seeking bank lending, investor funding, or grant finance.

    Preparation of financial projections, information memoranda, and introductions to appropriate lenders and funders.

If you want an accountant who has a view on your business, we should talk.

Or call our Tamworth office on 01827 60033 — or Uttoxeter on 01889 563550.