A useful accountant helps you see what has happened. A finance director helps you decide what happens next. At JSAP, those conversations belong together.
Advice belongs before the decision.
Refinancing a bank facility, bringing in an investor, buying a property or preparing for a sale: each choice has a cash-flow story, a tax position and a commercial consequence. Looking at only one rarely gives you the whole answer.
Phil starts with what you want to achieve, then works through the figures and the structure with you. You get a clear view of the options while there is still time to choose between them.
See the whole position
Accounts, forecasts, ownership and tax are considered alongside the realities of running your business or managing your investments.
Test the next move
We examine the cash required, the risks and the likely implications before a funding, structural or succession decision is made.
Stay close to the numbers
For ongoing clients, forecasts and reporting become a regular conversation, not a set of documents revisited at year-end.
Different papers, one decision.
The detail matters most when it is read together
Phil leads the advice; the team handles compliance.
The relationship is deliberately direct. JSAP keeps a small client base so there is room to understand each client’s plans and respond when those plans change. Compliance is the base layer; the advisory relationship is where the value is.
Begin with the question
Tell Phil what you are weighing up, whether that is cash flow this quarter, a funding round or an exit several years away. An initial conversation establishes what support would be useful.
Agree the work and its rhythm
Phil reviews the relevant information and agrees a scope with you. Part-time CFO support can include regular forecasts, management information and discussion of decisions as they arise; a defined project has its own clear remit.
Keep the essentials connected
Accounts, tax returns, payroll and company secretarial work are handled properly. The figures they produce also inform the wider conversation about planning, tax and the next move.
What decision is coming up for you?
Bring the question as it stands. Phil can help you work out which figures, tax considerations and commercial choices need attention first.
Prefer to speak directly? Call +44 7856 569107.
JSAP Advisory / Northern Ireland