How is this different from your Outsourced Finance & Virtual FD service?

Virtual FD is a hands-on, day-to-day finance function — reporting, cash management and board-level numbers. Business advisory is the strategic layer: regular planning, goal-setting and decision support. Many clients take advisory on its own; others combine both.

Do you offer tax planning as part of this?

Yes. Proactive tax planning is built in — we look ahead to help you structure things efficiently and avoid surprises, rather than simply reporting the bill after the year has ended.

Is this only for larger businesses?

No. Ambitious small businesses and start-ups often gain the most from having an experienced sounding board and a clear plan to grow toward.

How much do your accounting services cost?

We don't believe in one-size-fits-all pricing. Your fee depends on the support you actually need — the size of your business, how many transactions you have and the services you'd like. We'll always give you a clear, fixed quote up front with no hidden extras, so you know exactly where you stand before committing to anything.

Do you offer fixed monthly fees?

Yes. Most of our clients prefer a fixed monthly fee spread evenly across the year, so there are no surprise bills and you can budget with confidence. We agree the scope together and only revisit it if your needs genuinely change.

Are you Xero specialists?

Yes — we're a Xero Platinum Partner and work in Xero every day. If you're not on Xero yet, we can handle the full migration and training for you so the switch is completely painless.

Do I have to change accountants mid-year?

Not at all. You can switch to CASS at any point in your financial year. We'll take care of the professional handover with your previous accountant and make the transition smooth and stress-free.

All services

Business Advisory, Growth & Planning

A trusted sounding board for your biggest decisions — strategic advice, growth planning and proactive tax planning to help you build a stronger, more profitable business.

Running a business can be lonely, and the biggest decisions are rarely just about the numbers. Our business advisory service gives you an experienced, proactive partner to think things through with — someone who understands your goals, challenges your assumptions and helps you turn ambition into a clear, workable plan. Together we set meaningful targets, agree the handful of key numbers (KPIs) worth watching, and build a practical plan for sustainable, profitable growth — with tax planning woven in so you keep more of what you make. Whether you're scaling up, preparing for investment or simply want to grow with more confidence and less guesswork, we're beside you throughout the year, not just at year end. It's strategic guidance for ambitious owners across Tamworth, Lichfield, Sutton Coldfield, Birmingham, Solihull and Burton upon Trent — and, through cloud accounting, right across the UK.

Let's Talk Explore Our Services

What's Included

Regular strategy and planning sessions with an experienced adviser

Clear goals and the key numbers (KPIs) that show you're on track

A practical, prioritised plan for sustainable, profitable growth

Proactive tax planning so you keep more of what you earn

A trusted sounding board for your biggest business decisions

Who It's For

Our Business Advisory, Growth & Planning service is ideal if you:

Want a proactive partner to plan and grow with, not just year-end accounts.
Have goals but aren't sure of the clearest path to reach them.
Want to grow profitably while keeping tax efficient and under control.

Why Choose CASS?

### Why Choose CASS for Business Advisory, Growth & Planning? Great advice isn't about more reports — it's about what those numbers let you do. We take the time to understand your business and your ambitions, then help you build and follow a clear plan to get there, reviewing progress and adjusting as things change. This is different from our Outsourced Finance & Virtual FD service, which runs your finance function day to day. Business advisory is the strategic layer on top — the regular guidance, planning and accountability that help you make better decisions and grow with confidence, whether we handle your bookkeeping or not.

Frequently Asked Questions

Proof, not promises

See how we've helped businesses like yours

Domestic Heroes appliance repair business – CASS client success story

Domestic Appliance Repair & Replacement

From Reactive Accounting to Proactive Business Decisions

Domestic Heroes moved from paper-based accounting and unexpected VAT bills to better financial visibility, improved forecasting and more proactive business decisions with CASS.

Read their story

Jam-AV video production business – CASS client success story

Video Production & Creative Services

From Feeling Kept at Arm’s Length to Having a Finance Team Behind the Business

See how CASS helped Jam-AV gain greater control over its finances, move from sole trader to limited company and build a finance function that lets the owner concentrate on running the business.

Read their story

Let's Talk About Your Business

Every business is unique, which is why we don't believe in one-size-fits-all pricing. Whether you're looking for bookkeeping, payroll, tax support, Xero expertise or advice to help your business grow, we'd love to learn more about you. We'll discuss your business, answer your questions and provide a tailored quotation based on the support you actually need. No pressure. No obligation. Just honest advice from people who genuinely want to help your business succeed.

Let's Talk

Trusted by local businesses

What our clients say on Google

4.7 out of 5 · 47 reviews

Since starting our new business in 2026, Cloud Accounting Support Services has been fantastic. They have made everything so much easier to manage, and their support has always been there whenever we’ve needed help. We couldn’t have asked for a better accounting partner.

Andy Latham

a month ago

Paul, Ali and the team are simply amazing. Every time I ask for help, someone comes back to me straight away, and I always feel supported. They take the stress out of accounts, explain things in a way I understand, and genuinely care about helping me get it right. Having an accountant like Paul gives me complete peace of mind, and that’s priceless when you’re running a business and wearing lots of hats.

Louise McCarthy

3 months ago

Been with Paul and team a while now. They are really efficient an knowledgeable. I can forget about tedious paperwork and focus on the core element of my business. Would highly recommend.

Gurdip Singh

6 months ago

Read all our Google reviews