Business Consultancy

At Shareef & Co Chartered Accountants we offer supportive and commercial advice that can help you grow your business and achieve your ambitions. Several members of our Senior Team have real practical experience of running a growing business, leading a finance function or acting for commercial organisations in a Non-executive Director capacity. We bring this commercial acumen into your boardroom.

We want you to be able to concentrate on what you do best. In return, you would expect us to provide decisive, rational, clear and pragmatic advice and to share our technical knowledge and experience of business to your advantage. But to make this really work, we build client relationships based on mutual respect, trust and loyalty – relationships which last.

Above all, we add original thinking to the mix to stimulate thought and generate new ideas. 

Businesses face all sorts of challenges and opportunities are some of the most stimulating aspects of business. They all involve careful consideration of the financial implications. Will you need more funding? Will the timescale of growth and development match the funding scenario? What are the risks of rapid growth? What will the end benefits be?

When these decisions are in the balance you may need someone with experience, knowledge, independence, integrity, sagacity and judgment to bounce your ideas off; someone with the professional standing to treat your concerns in absolute confidence and give you a frank, unbiased view. You will need help in turning your plans into reality

We will study the current position of your business in terms of operations and facilities and its position in the market, with a formal business analysis. Our clients are comfortable just picking up the phone, anytime, and talking to our partners about anything and everything to do with business development and strategy. We listen. We analyse and advise, then bring lifetimes of collective experience and connections to bear on the issue under discussion, with our feet firmly on the ground.

We are as fascinated by the business process as you are.

Our clients tell us that the added value that this ‘bouncing-off’ advice brings to their decision-making is what makes Shareef & Co Chartered Accountants a different kind of accountancy firm. We’re not just providers of accounting and compliance services. We’re a trusted, integral part of your management team.

The services we offer are as follows;

  1. Financial modelling and forecasting. We can prepare detailed forecasts for any number of years which comprise of a profit & loss, balance sheet, cash flow statement, source and application of funds statement, key ratios, vat calculations, loan summary statements and other ad hoc reports.
  2. Restructuring debt finance. Sometimes the current debt is expensive, insufficient and too rigid. We will discuss your requirements and advise on the best debt suitable for your business and approach our trusted brokers and banks with a solution. We will prepare all the reports and meet all prospective lenders on your behalf.
  3. Business Consultancy. Critical to all businesses is profitability. We work with clients to ensure strategies are in place to reduce waste, streamline costs and identify opportunities for improved trading relationships that will maximise profit generation.
  4. FD services. You have access to experienced consultants without the need to employ your own FD full time which will save considerable salary costs. We have the added benefit of dealing with many businesses and can share our successes and experience with you and your business.
  5. Problem solving. We work with our clients to resolve a wide range of business issues. Our clients tell us that having an unbiased adviser on board can give the business owner confidence to take the business further. We can act as a sounding board or engage to undertake projects on your behalf.
  6. Strategic planning. It is imperative to any business that owners and managers take time to focus and plan the strategic direction of the business and set key objectives to achieve the overall ambition. At Shareef & Co Chartered Accountants we can assist you in this process via facilitation of discussion groups and one to one meetings to help you clearly define your aspirations.
  7. Succession planning. All successful businesses will face succession issues at some point. It may well be that you have a family business that’s to be handed over to the next generation or you may wish to dispose of the business to the management team. Whatever the scenario the earlier you plan your succession the better. We can assist you to groom the business to ensure the business will meet the robust challenges of any likely due diligence process undertaken by an acquirer.
  8. Support with approaching the bank. Sometimes it can be hard to know how to ask for help when you need it most and how best to structure your finances. As well as helping you with organising your borrowings in the best way, we’ll assist you in dealing with the banks and with finding other finance solutions. Our specialists can be involved in meetings and make sure you get the best possible deal.
Institute of Chartered Accountants in England and Wales