Advisory & Planning

Strategic financial guidance to help your business plan ahead, grow smarter and make better-informed decisions

Professional writing on clipboard at office desk

Expert guidance when it matters most

From tax planning and director remuneration to cash flow management and business structure reviews, we help businesses think beyond day-to-day compliance. Our advisory services are designed to give you clarity over your financial position and confidence in the decisions that shape your future.

How Nava can help me

Growing a business means making bigger decisions

As your business evolves, the financial decisions become more complex. Tax efficiency, cash flow, business structures, funding – it all starts to carry more weight. Without the right guidance, it is easy to miss opportunities or make costly mistakes.

At Nava, we provide hands-on advisory support that helps you think ahead, plan with purpose and make financial decisions with confidence and clarity.

Hairdresser styling blonde client’s hair in salon

Tax Planning & Efficiency

Year-round tax planning to help reduce your tax liability through legitimate, well-structured strategies. We review your position regularly to identify savings and ensure your business is operating as tax-efficiently as possible.

Fractional FD Services

Strategic finance support for growing businesses, covering reporting, forecasting and decision-making guidance without the cost or commitment of appointing a full-time Finance Director.

Business Structure Reviews

Advice on company structures, group setups, family investment companies and shareholder arrangements to help ensure your business is organised in the most effective and tax-efficient way.

Cash Flow Management

Practical support with cash flow forecasting, monitoring and planning to help you understand where your money goes, manage commitments and avoid unnecessary financial pressure on the business.

Budgeting & Forecasting

Detailed budgeting and financial forecasting to help you plan ahead, set realistic targets and track performance against your goals throughout the financial year.

Management Accounts & Strategy

Monthly or quarterly management accounts alongside regular review meetings to give you a clear, up-to-date picture of business performance and support better strategic decision-making.

A person wearing a mustard yellow jumper types on a laptop. The image is overlaid with geometric triangles and a translucent outlined triangle labelled "Clarity," "Confidence," and "Control," with "Control" highlighted. Nava Accountancy Ltd

Why businesses choose NAVA

We believe accountancy should feel clear, supportive and genuinely helpful to the people running the business. Our approach is built around long-term relationships, practical communication and dependable support that helps clients feel more confident in their finances throughout the year. Whether you need day-to-day support, ongoing guidance or help simplifying financial processes, we focus on making accountancy feel approachable, organised and easier to manage as your business grows.

Clear
communication

We explain things in a straightforward, approachable way without unnecessary jargon, helping you feel informed, supported and more confident in your financial decisions.

Personal, proactive support

We take time to understand your business properly whilst providing ongoing guidance, reminders and support that help you stay organised and financially in control.

Technology driven, human led

We use trusted cloud accounting software to simplify processes and improve efficiency whilst keeping our service personal, responsive and easy to work with year-round.

Who this service is for

Our advisory and planning services are designed for business owners who want to move beyond basic compliance and start making smarter financial decisions. Whether you are looking to reduce your tax liability, plan for growth or gain better visibility over your finances, we provide proactive, structured support tailored to your goals.

  • Business owners looking to reduce their tax liability
  • Directors seeking clarity on salary and dividend planning
  • Growing businesses reviewing their company structure
  • Businesses preparing for funding, loans or investment
  • Established companies wanting proactive financial guidance
  • Business owners looking for a strategic accountancy partner

Whether your business is in its early stages or well established, our advisory support is designed to help you plan with confidence, make better financial decisions and build a stronger foundation for sustainable growth.

About Nava
Collage of small business owners and professionals

How the process works

We aim to make the process feel straightforward, organised and easy to manage from the very beginning. Whether you are joining NAVA for ongoing support or moving from another accountant, we guide you through each stage clearly and keep communication simple throughout.

Three rounded triangles: a large, dark green outlined triangle upside down; a medium, cream-filled triangle at the top; and a small, brown-filled triangle at the bottom left, all on a light background. Nava Accountancy Ltd
1
Initial
conversation

We start with a discussion about your business, current setup and the type of support you are looking for.

2
Review & recommendations

We review your current processes, compliance responsibilities and financial requirements before recommending the most suitable support approach.

3
Onboarding
& setup

Once you are ready to move forward, we help organise onboarding, software setup and any required transfers from your previous accountant.

4
Ongoing
support

We provide ongoing communication, compliance management and financial support throughout the year to help your business stay organised and informed as it grows.

Frequently asked questions

Tax planning is most effective when it begins early. We recommend reviewing your position at the start of each financial year, though it is never too late to begin making improvements.

Yes. We review your circumstances, business goals and personal situation to advise on the most appropriate structure, whether that is a limited company, partnership, group setup or family investment company.

This depends on your business size and complexity. Most growing businesses benefit from monthly or quarterly management accounts to maintain clear financial visibility and support timely decisions.

It involves determining the most tax-efficient combination of salary, dividends and pension contributions for company directors, tailored to your personal and business circumstances.

Yes. We can help prepare financial information, forecasts and supporting documentation required for business loans, grants and other funding applications.

A family investment company (FIC) is a private limited company used to manage family wealth and investments in a tax-efficient way. We can advise on whether this structure is suitable for you and assist with setup.

Absolutely. Advisory services can be combined with any of our accountancy packages to provide more comprehensive, ongoing support as your business grows.

Yes. If you need specific guidance on a particular financial decision, we can arrange a one-off consultation to help you move forward with confidence.

“Having Nava involved in our financial planning has completely changed how we approach business decisions.”

Kaan Selcuk

What our clients say…

Client Case Study | Fusion Venture Group

As Fusion Venture Group developed, Kaan Selcuk needed accountancy support that looked beyond standard compliance. The group needed advice on structure, tax efficiency and how future plans could be supported in a practical way.

Nava reviewed the existing setup, assessed where improvements could be made and worked with Kaan to restructure the group. The advice considered both current tax efficiency and the longer term goals of the business.

Kaan now has a clearer structure in place, with accountancy support that reflects the direction of the group. The process helped create a more organised way forward, with practical guidance to support future decisions.

Related services


As your business grows, your financial needs often extend beyond day-to-day compliance. NAVA also provides additional support across planning, business growth and personal tax services, helping you build stronger financial foundations with clearer long-term guidance.

  • Accounts & Compliance

    Accounts & Compliance Clear, dependable support to help your business stay compliant, organised and financially in control Compliance support without the complexity From annual accounts and tax returns to payroll, bookkeeping and VAT, we help businesses manage their financial responsibilities…

  • Property & Investment

    Property & Investment Specialist accountancy support for landlords, property investors and individuals managing property portfolios across the UK Clarity and confidence for property finances From income reporting and Capital Gains Tax calculations to portfolio structuring and ownership reviews, we help…

Explore our accountancy packages

Whether you are just getting started, growing steadily or looking for more hands-on financial support, our packages are designed to provide clear, flexible accountancy support that grows alongside your business.

Packages