Advisory
Strategic advice that moves your business forward
At James Rose Accountancy, our advisory services give you more than just numbers. We help business owners in Tunbridge Wells, Kent and East Sussex make confident decisions, tackle challenges and build for the future with clarity and direction.
Whether you are growing your business, planning something new or just want a fresh pair of eyes on your strategy, we offer practical advice shaped around your goals. From reviewing your structure to helping you navigate change, we are here to support your next step with straight-talking guidance that makes a real difference.
Clear thinking for growing businesses
We keep things clear and practical, with advice you can actually use. That might mean helping you manage cash flow, improve systems or make better use of your management accounts. For some clients, it is a regular check-in on finances and forecasts. For others, it is support with tax planning, financial forecasting or preparing for investment or exit.
Whatever your goals, we will help you stay focused, take the right opportunities and avoid costly mistakes.
We can help you with:
Business Planning
If you want a clearer direction for your business, we will help you map out a plan that makes sense. That means realistic forecasts, smart goals and the tools to track your progress along the way.
Financial Health Checks
We take a detailed look at your accounts, including cash flow, expenses and margins, to highlight where you can improve and how to make your money work harder.
Growth & Funding
Thinking about expanding or applying for finance? We will help you explore your options, prepare your business and take the right next step with confidence.
Exit & Succession Planning
If you are preparing to sell your business or hand it over to someone else, we will guide you through the process to make sure everything is tax efficient, smooth and properly planned.
Personal financial advice
It is not just about your business. We also help individuals with tax, planning and personal finance, making sure your own goals are looked after as well as your company
Support & Sound Boarding
Sometimes you just need to talk things through. We are here when you need a second opinion, a fresh perspective or someone to help weigh up the options.
Why work with us?
Our approach is simple. We listen. We ask the right questions. And we give advice that is relevant to your business, not pulled from a template.
You will never get generic reports or vague suggestions. You will get real conversations, honest feedback and a team that genuinely wants to help you grow. At James Rose, we are your finance team, your strategy partner and your sounding board – whenever you need us.
A few words from some happy clients…
Ready to move your business forward?
If you are looking for practical advice and a fresh perspective, we are here to help. Get in touch today and find out how our advisory support could make a real difference.