Accountancy, taxation and audit services are the backbone of the traditional accountancy company, but at Ad Valorem we believe that you need more than just numbers. You need useable information, presented in an understandable and accessible form and, often, an interpretation of the figures generated.

Such interpretation could include advice on trends in your trading figures which might be exploited to increase your profitability or cashflow. You will certainly receive suggestions as to how we think your business can be operated more effectively and profitably. That is the Ad Valorem philosophy.

Our management orientated approach provides a complete overview of your business, and recommends actions and strategies appropriate for growth and profitability. Risk assessment on new products or initiatives will deliver concise reports, explaining in detail both the opportunities and threats offered by certain actions.

Below are listed the services that Ad Valorem currently provides to enable you to control and develop your business:

BOARDVIEW… Driving Your Business Forward

Every single one of the UK’s most successful and profitable businesses hold regular board meetings to discuss strategy.  So, we would like to invite you to benefit from an exciting new BoardView service that we have developed for a select few of our very best clients.

Here’s how it works….

We’ll gladly come to any of your key business meetings as a resource to help you make the very best use of your time.

And you can use us in any way you want - from silent observer to adjudicator, technical adviser to independent sounding board, chairman to minute taker, or even as the facilitator for brainstorming sessions.  We can even prepare the agenda if you’d find that helpful.  The choice of what you want us to do is entirely yours.  And whatever role you want us to play, our input will be covered by a fixed fee per quarter and an unconditional money back guarantee just in case you aren’t completely delighted.

In our experience, when smaller businesses - even one man band businesses - start holding board meetings they immediately start thinking like, acting like and achieving like their bigger and more successful counterparts.  So if you’re not already in the habit of holding regular board meetings, it could just be what you need to really give your results a boost.

Some of the benefits you will get from BoardView include:

• Meetings that rise above office politics to focus on the really important issues, such as how to drive the business on to ever-greater success.

• Meetings that are disciplined and kept on track - so that everyone attending is able to get the very most from them.

• An outsider’s perspective - which, by challenging preconceived ideas about how things are done in the industry or business, helps to identify breakthrough ideas and strategies that have never been tried before.

• External accountability - so that all the good ideas generated in the meetings are turned into agreed action plans, effective action and impressive results.

• Detailed business benchmark review

• Full minutes of the meeting with an Action Plan

So, if you would like your business to be even more successful, please give us a call to explore how BoardView would work for you.

We would work alongside you to assist with the preparation of an annual budget and the associated cash flow forecast based on information you will have provided and associated ratios (which we can help you ascertain).

• We would also ensure that your accounting system is updated for the budgets to enable future variance reporting.

• Your management information will include a detailed 12-month forecast of cash flows, profit and balance sheet on a regular basis.

• This will enable you to plan for the future and identify future cash flow needs.