Growth Strategy · Profit Improvement · Process Automation · Exit Planning
Strategic Advice,
Smart Automation
for Your Business
Smart Automation
for Your Business
Beyond compliance – we help you build a more profitable, efficient, and scalable business. From growth planning and cash flow strategies to automating your financial processes, we're your strategic partner.
Growth
Planning
Included
Included
Profit
Improvement
Strategies
Strategies
Cash
Flow
Optimisation
Optimisation
Exit
Planning
Ready
Ready
What We Offer
Strategic growth planning & business modelling
Profit improvement & margin analysis
Cash flow forecasting & working capital strategies
Process automation (Xero, QuickBooks, Zapier, Dext)
Exit planning & business valuation
Management information & KPI dashboards
Book a Free Consultation
No obligation · 30 min · Online or in‑person
ICAEW Regulated
Growth Specialists
Automation Experts
Exit Planning
Scroll
📈
Growth PlanningStrategy📊
Profit ImprovementMargins💷
Cash FlowForecasting🤖
AutomationXero · Zapier📋
KPIsDashboards🚪
Exit PlanningValuation📈
Growth PlanningStrategy📊
Profit ImprovementMargins💷
Cash FlowForecasting🤖
AutomationXero · Zapier📋
KPIsDashboards🚪
Exit PlanningValuationWho We Help
Advisory & Automation for Ambitious Businesses
From fast‑growth start‑ups to established companies planning their next phase, we provide the strategic insight and automation tools to get you there faster.
🚀Fast‑Growth Start‑Ups
Scale with confidence
Scale with confidence
🏢SMEs
Profit & cash flow focus
Profit & cash flow focus
📈Scale‑Ups
Systems & processes
Systems & processes
🏭Manufacturing
Margin & automation
Margin & automation
🛍️E‑commerce
Inventory & cash flow
Inventory & cash flow
🏥Professional Services
Utilisation & KPIs
Utilisation & KPIs
What's Included
Complete Advisory & Automation Package
We tailor our support to your business goals – whether that's growth, efficiency, or preparing for exit.
Strategic business review & roadmap
Profit improvement & margin analysis
Cash flow forecasting & working capital advice
Process automation (software integration, workflows)
KPI dashboards & management information
Exit planning & business valuation
Quarterly strategic reviews
📈
Growth Roadmap
We help you define your growth goals and build a practical plan to achieve them – with clear milestones and financial modelling.
📉
Profit Improvement
We analyse your margins, costs, and pricing to identify opportunities for higher profitability – often saving you more than our fee.
💷
Cash Flow Mastery
We build rolling cash flow forecasts and advise on working capital, funding, and investment decisions to keep your business liquid.
🤖
Automation First
We eliminate manual processes – connecting your software, automating invoice processing, and giving you real‑time data without the admin.
🚪
Exit Readiness
Planning to sell? We prepare your business for exit – valuation, financial housekeeping, and connecting you with the right advisors.
Automation Tools
We Integrate Your Tech Stack
We're experts at connecting the dots – from accounting software to CRM, inventory, and payment systems.
Xero
Certified Partner
We build automated workflows around Xero – bank feeds, reconciliation rules, and third‑party app integration.
QuickBooks
ProAdvisor
We automate invoicing, expense tracking, and reporting in QuickBooks – saving you hours every week.
Zapier
Integration
We connect your apps (e.g., Stripe, Shopify, CRM) to your accounting software – no manual data entry.
Dext / HubDoc
Receipt Automation
Automated receipt and invoice capture – straight into your accounting system, coded and ready.
Fathom / Futrli
Reporting & KPIs
We set up live dashboards and forecast tools so you always know your numbers in real time.
Shopify / WooCommerce
E‑commerce
We automate sales, fees, and inventory tracking from your online store into your accounts.
Simple Process
Your Advisory Journey in Four Steps
We start with understanding your goals, then build a plan and implement the changes that drive real impact.
1
Discovery Call
We discuss your business, your challenges, and your ambitions. No jargon, no pressure – just an honest conversation.
2
Business Review
We analyse your finances, processes, and systems – identifying opportunities for improvement and automation.
3
Strategic Plan
We present a clear, actionable plan with timelines and expected outcomes. You decide what to implement and when.
4
Implementation & Support
We help you execute – automating processes, refining strategy, and providing ongoing advice as your business evolves.
Client Reviews
What Our Clients Say About Us
★★★★★
"MHC's advisory service transformed our business. They helped us understand our margins, automate our invoicing, and put together a growth plan that actually worked. Our profits are up 40% in two years."
AC
Anna C.Founder, Bristol Food Co.
★★★★★
"The automation they set up for us is a game changer. Our sales feed directly into Xero from Shopify, invoices are sent automatically, and we get real‑time profit reports. We've saved hours every week."
MT
Mark T.E‑commerce Director
★★★★★
"When we decided to sell our business, MHC guided us through the whole process – from valuation to preparing our finances for due diligence. We got a great price and a smooth exit."
RJ
Richard J.Former MD, Engineering Firm
Common Questions
Frequently Asked Questions
Still have questions about advisory or automation? We've answered the most common ones below. Or just give us a call.
Speak to a Real Advisor
Free 30‑minute consultation. No obligation – just honest, practical advice.
Book Free Consultation
What's the difference between your compliance work and advisory?
Compliance (accounts, tax returns) is about meeting legal obligations. Advisory is about improving your business – strategy, profitability, cash flow, automation, and growth. We do both, and they work best together.
How much of my time will this take?
Very little. We do the heavy lifting. You'll attend quarterly review meetings (1‑2 hours) and have occasional email/phone conversations. The automation part removes manual work – it actually saves you time.
Do I need to be using specific software?
We work with whatever you use. If you're not on cloud software, we'll recommend and set up the right tools. We're experts in Xero, QuickBooks, Sage, and dozens of add‑ons.
What kind of businesses do you typically advise?
We work with ambitious businesses turning over £500k – £20m, across all sectors. Our sweet spot is owner‑managed businesses that want to grow, improve profits, or prepare for exit.
Can you help with fundraising or investment?
Yes – we can prepare financial forecasts, pitch decks, and data rooms for investors. We also have a network of funding partners (angels, VCs, debt providers) and can make introductions.
What's the first step?
Book a free, no‑obligation call. We'll spend 30 minutes understanding your business and goals, and suggest how we might help. No pressure, no hard sell – just a conversation.
Ready to Transform Your Business?
Let's Talk Strategy & Automation
Let's Talk Strategy & Automation
Free initial consultation · Fixed fees · Real results. Get in touch today.
No obligation
Fixed fees
Automation experts
Growth specialists
ICAEW regulated
MHC & CoChartered Accountants
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.
Services
Company
MHC & Co Chartered Accountants Ltd is registered in England & Wales. Registered office: Bristol, UK. Regulated by ICAEW. Registered for data protection with the ICO. VAT registered.