Advisory Services
Every individual and business faces important financial decisions — some predictable, others unexpected. At JP Egan & Company, our Advisory Services are designed to guide you through both. Whether you're launching a new venture, navigating a growth phase, raising finance, or planning for long-term goals, we provide the expert insight and support to help you move forward with confidence.
Advisory work goes beyond compliance and bookkeeping — it's about understanding your unique position and designing strategies that support stronger decision-making, greater resilience, and sustainable success. Our team works closely with business owners, company directors, and individuals to help optimise profitability, structure operations effectively, and protect both business and personal financial futures.
Good advice isn’t just reactive — it’s proactive. We take time to understand your objectives and challenges so we can help you identify risks, maximise opportunities, and plan for what’s next — whether that’s business growth, retirement planning, funding an acquisition, or protecting your income in the event of unforeseen change.
We also help clients prepare for the unexpected: illness, changes in income, or even succession and estate planning. With trusted advice and a forward-thinking approach, we ensure you're ready for every stage of your journey — and whatever comes next.
Let JP Egan & Company help you plan clearly, act confidently, and grow securely.
Things to Know or Watch Out For with Advisory Services
- Planning Early Creates More Options
The earlier you seek advice, the more strategic choices you’ll have — whether you’re growing a business, planning a sale, or managing risk. - Profit Isn’t Just About Revenue
We help businesses analyse margins, pricing, overheads, and tax structures — often revealing new ways to boost profitability without increasing turnover. - Poor Structuring Can Cost You
Choosing the wrong business structure (sole trader vs limited company) can impact taxes, funding, and liability. We advise on the best fit from day one. - Raising Finance Needs Preparation
Whether you're seeking bank lending or investor backing, you'll need a compelling financial plan, up-to-date accounts, and a solid growth strategy.
- Company Secretarial Duties Are Legal Obligations
Failure to maintain your company’s statutory records or meet CRO filing obligations can lead to penalties or strike-off. We make sure nothing slips through the cracks. - Cloud Software Can Save Time and Money
Modernising your systems with the right software can automate routine tasks, improve accuracy, and free up valuable time. - One-Off Advice Can Miss the Bigger Picture
Ongoing advisory relationships allow us to support you proactively, not just reactively — helping you seize opportunities and avoid costly mistakes. - Financial Planning Isn’t Just for the Wealthy
Planning for education, retirement, or succession isn’t just for large companies or high earners. It’s about protecting your future and building peace of mind.
FAQs
Frequently Asked Questions
Accounting focuses on reporting and compliance. Advisory services help you make strategic decisions about the future — including profit growth, tax efficiency, and business planning.
Yes — we offer complete startup support, including business structuring, incorporation, registration, and setup of systems and banking.
Not at all. We’re happy to advise new clients as well as existing ones. Many long-term relationships begin with a one-off consultation.
Yes — we assist with preparing financial forecasts, business plans, and pitch materials for lenders, investors, or grant applications.
We can analyse cost structures, review pricing strategies, and assess cash flow and tax efficiency — all aimed at improving your bottom line.
Yes — we help business owners prepare for succession, sales, or retirement. This includes tax planning, structure reviews, and valuation support.
Absolutely. We advise on selecting the right software for your needs — from bookkeeping and payroll to CRM or point-of-sale — and assist with setup and training.
We offer both. You can book a one-time strategy session or choose an ongoing advisory arrangement tailored to your business goals.
Get in Touch
Get in Touch
