Business Advisory & Automation


Chartered Accountants Helping Small Businesses Grow Since 2009

Reliable, straight-talking accounting, tax and business advice — delivered locally in Bristol and online across the UK.

We help e-commerce, retail, and service  businesses keep more of what they earn.


✔ Chartered Accountants
✔ 15 years’ experience
✔ Secure online systems
✔ Cloud accounting

 

Business Advisory & Automation — Smarter Systems, Strategic Growth

Beyond compliance, we help you build a stronger, more efficient business. Whether you need a financial roadmap, better use of technology, or hands‑on advice to improve profitability, our advisory and automation services are designed to move your business forward.

Strategic business advice

Profit improvement, cash flow planning, pricing strategy, and growth roadmaps — tailored to your goals and industry.

Financial systems setup

We design and implement efficient accounting systems, from software selection to chart of accounts and reporting dashboards.

AI‑ready automation

Reduce manual work with smart automation: receipt scanning, bank rules, approval workflows, and AI‑powered insights.

What’s Included

Our advisory and automation services are modular — we build a package that fits your business stage and ambitions.

Business advisory

  • Profit & cash flow improvement plans
  • Pricing strategy & margin analysis
  • Business structuring & tax efficiency
  • Growth planning & forecasting
  • Succession & exit planning
  • Board packs & investor reporting

Automation & systems

  • Software selection (Xero, QuickBooks, Sage, etc.)
  • Chart of accounts design
  • Bank feeds & transaction rules
  • Receipt scanning & approval workflows (Dext, Hubdoc)
  • Management dashboard setup (Power BI, Fathom)
  • AI tools for forecasting & anomaly detection

We also offer ongoing CFO‑style support — a sounding board for your big decisions, without the full‑time cost.

Why Advisory & Automation?

In a fast‑changing world, reactive accounting isn’t enough. You need forward‑looking advice and systems that save time, reduce errors, and give you real‑time insight.

Make better decisions

With clear financial data and expert guidance, you can invest, hire, and grow with confidence.

Save time & reduce risk

Automation eliminates manual data entry, cuts errors, and frees you up to focus on your business.

Stay ahead of change

We help you adapt to new regulations, technology, and market conditions — turning challenges into opportunities.

Who We Work With

We support ambitious businesses that want to grow, improve efficiency, or prepare for the future.

Scale‑ups & high‑growth SMEs
E‑commerce & multi‑channel retailers
Construction & property developers
Professional practices
Tech & SaaS startups
Manufacturing & distribution
Franchise networks
Businesses preparing for exit
Owner‑managed businesses seeking better systems

Beyond Compliance — A Strategic Partnership

We don’t just report on the past; we help you shape the future. Here’s how we work with clients who want more than compliance.

Profit improvement

We analyse your margins, overheads, and pricing to identify quick wins and long‑term strategies for higher profitability.

Cash flow forecasting

Build a rolling 12‑month cash flow forecast so you can plan for VAT, tax, and investment with certainty.

Exit & succession planning

Whether you’re selling up or passing the business on, we help you structure and prepare to maximise value.

Technology & Automation in Action

We design systems that talk to each other, so data flows seamlessly from receipt to report.

Xero / QuickBooks / Sage
Dext / Hubdoc / AutoEntry
ApprovalMax / Float
Fathom / Spotlight
Power BI / Tableau
Expense management apps
AI‑powered forecasting tools

Paperless workflows

Receipts scanned, coded, and approved digitally — no more shoeboxes. We set up approval rules so spending stays under control.

Real‑time dashboards

Key metrics (profit, cash, debtors, stock) updated daily. You can check performance on your phone, any time.

AI‑ready insights

We implement tools that flag anomalies, predict cash flow, and suggest actions — giving you a competitive edge.

How We Work Together

A simple, collaborative process designed to deliver results without disruption.

1. Discovery

We learn about your business, goals, and pain points. We review your current systems and identify opportunities.

2. Roadmap

We present a clear plan: recommended software, automation steps, advisory focus areas, and timeline.

3. Implementation & support

We set up systems, train your team, and provide ongoing advice. You get a dedicated partner, not just a report.

We work at your pace — whether you need a complete overhaul or small, steady improvements.

Frequently Asked Questions

Common questions about business advisory and automation.

Standard accounting focuses on compliance: tax returns, year‑end accounts, VAT. Advisory looks forward — helping you improve profit, manage cash, and make strategic decisions. Automation sits in both: it makes compliance easier and gives you better data for decisions.
It depends on your business size, complexity, and goals. We start with a review and recommend tools that will save you the most time — whether that’s receipt scanning, approval workflows, or full‑blown dashboards.
Absolutely. We can guide you through the move to cloud accounting, set everything up, and train you and your team. Many businesses start with us when they’re ready to modernise.
Both. We do one‑off system setups and strategic reviews, and we also offer ongoing advisory retainers (like a part‑time FD) for continuous support.
No — automation handles repetitive tasks, freeing up your bookkeeper (or us) to focus on analysis and advice. It’s about working smarter, not removing people.
Yes — our advisory and automation services are delivered remotely via video calls and cloud systems. We support clients across the UK.

Ready to work smarter and grow faster?

Book a free consultation to discuss your business goals, current systems, and how we can help you achieve more with less stress.

Ready to Streamline Your Accounts?

Contact MHC & CO today and let our experts handle your Accounts.

MHC & Co.

Chartered Accountants
54 Gloucester Road
North
Bristol
BS7 0SJ

Contact Us

Tel: +44 333 789 1010

Fax: +44 117 3737 449

Email: info@mhcandco.co.uk

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