Trusted Adviser Service

The expertise you can't afford to be without

The directors of Carpenter Box have extensive experience of business management. We counted and we have over 200 years experience between us!

  • Key Performance Indicators (KPIs) for your business
  • Budgeting within your business
  • Strategic planning for your business
  • Attendance at board meetings
  • Governance issues for your business
  • Assistance with business disposals and acquisitions

Many of our business clients do not have their own Financial Director, often because the cost to their business would be prohibitive. Clients often ask us for this type of help and so we have developed our 'Trusted Adviser' service to suit the business requirements and your budget.

With our director led service, we build strong relationships with our clients and take a partnership approach. This enables us to develop a thorough understanding of your needs and plans for the future. The Trusted Adviser Solution takes this consultative process one step further and provides a completely flexible service that can change and grow with your business.

The Carpenter Box Trusted Adviser Solution is available full-time, part-time or on an interim basis - responding to situations as and when they arise. The following services are exampled of what can be 'cherrypicked' to suit your needs - you may just require help with a specific project or you might be without a Financial Director altogether and need ongoing support in a number of areas such as:

"As it becomes increasingly competitive within the market place, there has never been a more important time to ensure that your professional advice and business planning is completely seamless. Carpenter Box provides a fantastic service and has made a tremendous contribution to the continued success and efficiency of OneBill. They have advised us on both business and personal matters, and their technical expertise is second to none. We see them as a core member of the team and their experience and knowledge is absolutely invaluable"

Mike Thornley, Managing Director, OneBill

Registered to carry on audit work and regulated for a range of investment business activities by The Institute of Chartered Accountants in England & Wales