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Business Plans & Reviews

In this climate of uncertainty many banks and other financial institutions like to see professional business plans setting out the full facts before a lending proposition can be considered.

A business plan will highlight any weaknesses that may occur and can often mean the difference between a business growing or actually failing.

The business plan details the envisaged financial performance including cash flows and projected profit and loss accounts and balance sheets. The plan will cover 3 to 5 years business operations. The report outlines your objectives, your strategies, your strengths and weaknesses, opportunities and threats and your understanding of the market place you operate within. This means out process is very much strategic business planning. Our financial forecasts go into great detail. It will demonstrate what funding is required and whether you have the financial clout to see it through. Profits can look great but overtrading may cause cash starvation and be unworkable.

You need to provide us with much information but worry not, we will ask you the necessary questions for data extraction. We take the time to listen to you, we will analyze past financial achievements and absorb your future expectations, we also use our data bases for implementing key statistical information.

A completed plan, once set out, gives you the opportunity to look at where you will be in 5 years and whether this meets your expectations. If this future position is not where you want to be we will explore alternative business strategies which may assist.

No application for funding should be made without the be-spoke plan. This applies to finance from; banks, asset financiers, private loan initiatives, Business Link , building societies , merchant banks and grant applications.

Plans are also used for acquisitions, take overs and mergers as well as for survival.

Our high quality business plans are easy to follow and we will attend any presentation needed to help secure your funding.

Over the years we have built up our reputation to the point where we are now have’ preferred accountant’ status for many High street banks.

We can also introduce you to banks and other sources of finance if necessary. We are very well connected for fund raising.

Contact Us

We are here to help, for further information please call
01709 581667 or email admin@brearleyandco.co.uk

How can we help you?

Brearley & Co Accountants are pleased to offer a free, no obligation, initial consultation with one of our experts who will be happy to discuss your business needs and how we can help you.


I would highly recommend Steven at Brearley & Co Accountants. On Steven’s advice we moved to Quickbooks and it was a brilliant decision. He has helped to streamline our accounting so that it now runs much more efficiently. Nothing is ever too much trouble, even if the question is a rather minor one. He is always at the end of the phone or email if any advice is needed and responds to queries very quickly. Steven delivers a friendly, personal and professional service and his knowledge of Quickbooks is second to none. I cannot recommend Steven highly enough; he is an excellent accountant!

PAC Groundworks

Emma Critchlow

Brearley & Co Accountants has been the perfect find for all of our accounting needs and business advice and support. They place customer satisfaction at the top of their agenda and backed up with all of the knowledge you could ever need to know for starting or running a business means any enquiry or concern is swiftly dealt with and the support offered is second to none. As a new business owner I couldn’t recommend Brearley and Co Accountants enough as the perfect support for your new venture or as an alternative with an extremely approachable and professional manner.

Elite Highways

Matt Lindsay - Director

Brearley Accountants have provided Silver Healthcare Ltd with Accounting Services for around 20 years, as well as a trusted advisor, they have provided sound professional advice on numerous occasions. The team headed by Mark Smallman are very proactive and professional, special attention has always been provided regarding general accounting and tax requirements enabling me and the team to concentrate on the running of the business. Top quality accounting with a friendly personal approach.

Silver Healthcare

Roy Young

Yates Drywall have worked with Brearleys since we began trading in 2014. We have found them to be professional and proficient, whilst friendly and helpful. Brearleys have helped us to grow our business and provide us with reassurance that we are complying with regulations. If we have any queries they always come back to us and proactively support us in ensuring our business runs smoothly. I would have no hesitation in recommending Brearleys to others.

Yates Drywall

Helen Yates

Taxation and accounting requirements can be somewhat of a minefield when it comes to running your own business. It is such a relief to know I have Brearley & Co in my corner, taking care of all of my company and personal accounting and taxation affairs, leaving me with much needed time to concentrate on running my business. They always provide an efficient, professional service delivered in an easy to understand and friendly manner.

CBW Professional Services Ltd

Amy Legg