Business Advisory
Running a business involves far more than staying compliant - it is about making the right decisions at the right time. Our business advisory services are designed to give you the insight, foresight and confidence to grow.
We work with business owners across Warwickshire and the wider Midlands who want more than just year-end figures.
They want a proactive partner and business financial advisor who knows their business, challenges their assumptions and helps them plan for the future. That is where we come in.
Management Accounts & Cash Flow Forecasting
We prepare clear, timely management accounts so you can see exactly how your business is performing month by month or quarter by quarter.
We will highlight trends, opportunities and risks - helping you steer your business in the right direction with up-to-date information.
Cash flow forecasting is the lifeblood of any business. As an experienced accounting firm, our team will help you understand the timing of your income and expenses, predict future shortfalls, and make informed decisions about spending and investment.
This clarity helps you stay in control and avoid surprises.
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Soma
Soma has been with Bernard Rogers for 25 years. When Robert stepped into the managing director role seven years ago, the transition involved four companies, a generational handover and a significant shift in tax exposure. We worked through succession planning, trust structures and the ongoing financial oversight that gave both Robert and his father confidence the business was in good hands.
year relationship with Bernard Rogers & Co
companies within the group
successful generational transition
Supporting a family business through leadership transition, tax planning and long-term succession
Robert had worked in the business for eight years before becoming Managing Director four years ago. When Rick stepped back, the handover required careful planning across finance, operations and ownership. We supported the transition by managing the practical and strategic financial changes needed to move leadership from father to son. This included reviewing shareholder structures, advising on shareholdings and options, and ensuring responsibilities, reporting and governance aligned with Robert's new role. Jo, their Client Manager, oversaw the process and ensured the transition was smooth, structured and fully understood.
Alongside the operational changes, we worked closely with the family on tax and succession planning. This included reviewing the wider group structure, considering inheritance and estate planning, and ensuring future tax efficiency for both the business and the family. The focus was on protecting the business, minimising risk and creating a clear plan for the future, while allowing Robert to step into leadership with confidence.
We produce Soma's annual accounts and manage payroll for their eight employees. Robert has an annual review meeting with Jo and communicates regularly by email whenever questions arise. When QuickBooks was introduced, Jo visited the business to provide hands-on training for Robert and his team.
Soma also operates as part of a wider group following the acquisition of another business twelve years ago, a process that we supported from a financial and structural perspective. Consistency is extremely important to Robert, and he values having a trusted adviser who understands both the history of the business and its future direction. As Soma Services continues under Robert's leadership, we remain a trusted partner providing stability, expertise and long-term guidance.
Adventure Sports
Adventure Sports came to us needing more than an accountant. With 39 staff and 20 self-employed contractors, the business was navigating Brexit, the pandemic and a shift in its commercial model at the same time. We have worked alongside them for 15 years, providing the financial analysis and advisory input that helped them make confident decisions at every turn.
years working with Bernard Rogers & Co
members of staff
self employed contractors
Navigating major industry challenges with proactive financial guidance
Steve first heard about us through his father, who runs a legal practice and valued the personalised, advisory-led service we offer. Adventure Sports initially approached us for management advice and deeper financial analysis to help them expand and move the business forward.
Brexit had an immediate and damaging impact on their corporate away-day business, with major clients such as Jaguar Land Rover and Aston Martin halting all activity. David worked closely with Steve to react quickly, reshape the business model and pivot towards public-facing activities. This required rapid decisions and significant investment, from updating their website and online booking systems to building all-year-round visitor shelters.
The challenges continued as they completed a major capital project — a new Go-Kart track — just weeks before the first Covid lockdown. During the pandemic, we supported the business through furlough, cashflow planning and financial modelling. When restrictions lifted, they had a record-breaking reopening year. Corporate clients later returned stronger than before.
Alongside strategic support, Lindsey, our Senior Accounts Assistant, works closely with their company secretary to manage day-to-day finances, visiting the office several times each quarter.
Adventure Sports see us as a proactive partner who knows their business inside out. Through periods of stability and crisis, they have trusted us to provide clarity, reassurance and financial leadership when it matters most. We are proud to continue supporting Adventure Sports in Warwickshire as they invest in the future.
Business Planning & Growth Strategies
From start-ups to established firms, we work with you to create achievable business development strategies. Whether you are expanding, restructuring, or exploring new markets, we will help you set realistic goals and develop a clear path to achieve them.
Tax Efficiency Advice
Good tax planning can make a big difference to profitability. As your taxation accountant, we review your business structure, expenditure and plans to identify legitimate ways to reduce your tax burden. It is all about keeping more of what you earn, while staying fully compliant.
Due Diligence Support
If you are buying, selling or investing in a business, we will provide detailed financial due diligence support to ensure you have a full picture of the financial position. Our experienced team will identify risks, verify figures and support negotiations, giving you the clarity and confidence to move forward.
Company Sales & Investments
Whether you are selling a stake in your business to a new partner, bringing in key employees as shareholders, or restructuring ownership to support future growth, we provide clear, practical guidance at every step.
We will help you understand the valuation, tax implications and financial impact of your decisions, ensuring the process is smooth, compliant and commercially sound. Our team combines strong technical expertise with a deep understanding of how these decisions affect people as well as numbers - helping you strike the right balance between reward, control and long-term stability.
FAQs
Get the information you need to manage your business and personal taxes with confidence. Explore our frequently asked questions below or contact us for a free, informal chat.
Business advisory goes beyond compliance. It focuses on forward-looking insight, helping you understand performance, plan ahead and make informed decisions using up-to-date financial information.
Management accounts provide regular snapshots of your business throughout the year. They highlight trends, cash position and profitability, allowing you to respond quickly rather than waiting for year-end results.
Yes absolutely! We prepare cash-flow forecasts that show when money is coming in and going out, helping you plan for quieter periods, investment decisions and upcoming tax liabilities with confidence.
We work with businesses at all stages, whether you are expanding, restructuring, entering new markets or preparing for investment. Our advice is practical, realistic and tailored to your long-term goals.
Yes, in a constructive way. We act as a sounding board, asking the right questions and offering objective insight to help you make commercially sound decisions.
Get in touch with David
Contact David directly, or fill out the form below and we'll be in touch ASAP.
David Rogers
(Kenilworth Office)
"We've been using Bernard Rogers and Co for several years for all our business group's accounting needs, and we couldn't be happier with the service. The team (especially our client manager, Joanne) are always professional, knowledgeable, and quick to respond to any questions. Highly recommend!"
Contact us for a free, informal chat.
Message us today to explore tailored solutions that meet your unique business needs.
