Business Advisory Services
Supporting Smarter Financial Decisions for Your Business
At First Steps Business Limited, I go beyond the books. My Advisory Services are designed to help you make confident, informed business decisions backed by accurate data and strategic insight in support & alignment with your business goals and long-term vision.
As your trusted bookkeeping partner, I’m already in tune with your numbers – and that means I’m perfectly positioned to help you plan, grow, and succeed.
How I can help you
- Cashflow Forecasting & Budgeting
Plan ahead with clarity. I’ll help you understand your cashflow, set realistic budgets, and avoid surprises. - Financial Health Checks
Get regular insights into your business performance, profitability, and key financial drivers. - KPI Tracking & Reporting
Together, we’ll define your success metrics and track progress with easy-to-understand dashboards and reports. - Business Planning Support
Need help preparing for growth, funding, or change? I’ll provide practical financial input to support your planning and decision-making. - Cloud Software Guidance
I’ll help you make the most of your financial data with smart tools that save time and add value.

Why Add Advisory to Bookkeeping?
- Better Decision-Making:
Clear financial advice tailored to your business. - Improved Cashflow:
Forecast and manage with confidence. - Greater Visibility:
Know where you stand and where you’re heading. - Proactive Support:
I’ll help you spot opportunities and risks early.
Ready to Level Up Your Numbers?
Whether you’re a sole trader or a growing business, our advisory services bring clarity and direction to your finances. Let’s turn your numbers into knowledge – and your knowledge into results.
Contact me today to discuss how we can tailor advisory support to your business.
