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Advisory

Services Provided

At Vertiqo, we go beyond the usual accountancy services. Our proactive approach from our advisors helps our owner-managed businesses to meet their wider ambitions and strategies. Our specialist teams have built a range of advisory services to help with business needs, allowing owners to focus on the future growth and development of their business.

Management Reporting​

We provide our clients with accurate financial reporting specialists who can deliver in-depth tailored reports that form a clear vision on areas such as cash flow, profitability, performance ratios, funding, customer activity, credit control and budget comparisons. Having this information readily available can significantly aid future decision-making.

Business Forecasting & Modelling​

Our team put future plans into context, whether our clients are newly established or renowned in their field, we understand that every business has specific goals so we tailor our services to suit. We’re sure every business owner would love to know their business’s financial position in 3 to 5 years. We can offer an insight into this by providing financial forecasts and models which can be reviewed frequently to monitor progress.

CFO Services

We recognise the time restraint put on business owners who carry out their own finance tasks so we offer our clients their very own in-house Chief Financial Officer to assist with everyday strategic decision-making. Our CFO’s are highly experienced with years of proven business record, they provide useful but impartial advice.

Technology & Software Solutions​​

Our advisors can assist in finding suitable technology and software solutions for our clients business’. We consider a range of factors and spend a great deal of time examining the specific needs to find a solution that suits their requirements whilst also providing benefits such as Ai and automation enabling the streamlining of tasks.

Systems Review & Training

We recognise the time restraint put on business owners who carry out their own finance tasks so we offer our clients their very own in-house Chief Financial Officer to assist with everyday strategic decision-making. Our CFO’s are highly experienced with years of proven business record, they provide useful but impartial advice.

XERO Training​

Our Xero experts are able to offer 1-2-1, classroom, online or on site training for Xero and specific add on apps to ensure that they are being used effectively and efficiently.

International Services​

Our global network is able to provide international services to our clients that are based in the UK and looking to establish a presence abroad in; Poland, UAE, Middle East, Asia or the Far East. We can also assist with global investors looking to invest in the UK either in the form of a corporate or tangible asset.