Finance 360 Strategy

Build a Business Beyond You

We bring financial insight and experienced advice to the decisions that shape your business, so you get the space to lead rather than run everything yourself.
  • Monthly management reports shaped around your business
  • Rolling forecasts and scenario modelling to test options fully
  • Quarterly strategy meetings, face to face with senior advisers
  • Acquisition support and advice on your business structure

Get a Quote for Your Business

Tell us a little about your business. Our Tamworth team will discuss your needs and confirm your package and monthly fee.

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40+ years of experience
Support you can draw on
Local Tamworth team
Real people. Clear answers.
Strategic financial support
Support throughout the year
Who is it for

Support for the Next Stage of Your Business.

Strategy is built for owner-managed businesses that have grown beyond day-to-day firefighting and now need financial leadership behind their bigger decisions.

For established businesses

£2–£10 million turnover

Bring deeper reporting, forecasting and advice to a business that has outgrown standard management accounts.

For businesses with a finance function

Owners with an internal accounts team

Keep your bookkeeping in-house and add reporting, planning and advisory support alongside the team you already have.

For the owner stepping back

Directors asking what comes next

Work through building a management team, planning a handover or preparing to sell, without the business falling apart around you.

The Adams Moore team
Business benefits

Help Your Business Grow Beyond You.

You’ve built an established business. Now you need the people, financial information and plans to move it forward while changing how much it relies on you.

Bookkeeping

Step back with a clearer plan

Get support to build your management team and prepare a handover, so responsibility can move beyond you with a clearer direction.

Visibility

Test decisions before committing

Explore how different assumptions could affect your finances. Scenario modelling helps you consider the implications of investment, expansion or a change in direction.

Tax planning

Prepare for an acquisition

Bring financial insight into your acquisition plans, with support to assess how the next move could fit your wider business goals.

Support

Start preparing for your exit

Whether a handover or sale is years away or becoming a priority, begin working through the financial and business structure questions that need attention.

Adams Moore accountant reviewing figures with a client
What's included

Financial Insight Built Around Your Bigger Decisions.

Strategy combines ongoing accounting support with deeper financial planning and business advice. It includes the Growth package, excluding bookkeeping, with additional support for the decisions ahead.

Finance 360 Strategy

Strategic planning and advice

  • Face-to-face quarterly strategy meetings
  • Acquisition support
  • Business structure advice
  • Business plan review
  • Liaison with lenders

Reporting and forecasting

  • Monthly Finance 360 management reports shaped around your business
  • Rolling forecasts
  • Scenario modelling
  • Cash flow forecasting
  • Budgeting and forward planning

Accounts, tax and ongoing support

  • Annual accounts and corporation tax return
  • VAT returns
  • Director self-assessment tax return
  • Annual tax planning meeting
  • Payroll for up to 10 employees
  • Xero support
  • Fast year-end delivery
  • Regular and timely email support
Monthly investment
£1,000–£3,000 per month

We’ll discuss your priorities, existing finance arrangements and the support required, then confirm the scope and monthly fee.

Discuss My Business Plans
Adams Moore · Tamworth
40+

Years of experience.
A personal approach.

Practical advice, clear communication and a team who take an interest in your business.

Your local team
7 Victoria Road, Tamworth
Staffordshire, B79 7HS
WHY ADAMS MOORE

An Experienced Team for Your Next Move.

Major business decisions deserve time, clear information and a considered discussion. Our Tamworth team brings more than 40 years of experience to conversations about where your business is heading and how you want to get there.

Your goals guide the conversation

Whether you want more time away from daily operations, a stronger management team or a route towards a sale, we start with what matters to you.

Reports that support real decisions

Monthly management reports are shaped around your business, giving you relevant information to bring into discussions with your leadership team.

Regular time to review the direction

Quarterly strategy meetings give you space to assess progress, challenge assumptions and revisit your plans as circumstances change.

Talk to our Tamworth team ↗
FAQs

Your Questions, Answered.

Get to know Growth and the support you can expect.

Have another question? Call us
Who is Finance 360 Strategy for?

Strategy is designed for owner-managed businesses with turnover of £2–£10 million. It suits owners who want help with financial leadership, building their management team, planning a handover or preparing to sell.

Can you work with our existing accounts team?

Yes. Strategy clients often already have internal accounts teams. The package excludes bookkeeping and adds financial reporting, forecasting and advisory support alongside your existing arrangements.

How is Strategy different from Growth?

Strategy includes Growth’s services, excluding bookkeeping, and adds rolling forecasts, scenario modelling, management reports shaped around your business, acquisition support and business structure advice.

Can you help if I’m not ready to sell yet?

Yes. Strategy can support owners who want to build their management team or reduce their involvement in daily operations. You do not need an immediate sale or exit plan.

How much does Strategy cost?

The typical investment is £1,000–£3,000 per month. Our Tamworth team will discuss the support you need and confirm the scope and fee before you proceed.

Get in Touch

Plan the Next Chapter of Your Business.

Tell us where you want to take your business and what you’d like to change about your role. Our Tamworth team will get in touch to discuss your priorities and whether Finance 360 Strategy is the right fit.

Prefer to speak to us directly?
01827 54944accounts@adamsmoore.com
Adams Moore, 7 Victoria Road, Tamworth, Staffordshire, B79 7HS

Let’s discuss your business plans

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