Financial Projections Devon

Know where your Devon business is heading, before it matters.

Most Devon business owners know roughly what happened last year. Fewer know what is likely to happen next. Without forward-looking numbers, cash flow gaps and growth decisions become guesswork. Fixed monthly fee, ICAEW chartered, same-day replies.

  • Financial projections built from your actual numbers, not templates
  • Cash flow visibility months ahead — less reacting, more planning
  • Funding-ready forecasts when a bank or investor asks for them
  • A Devon-based ICAEW chartered accountant who knows your figures throughout the year

No long-term contract. If it is not working after three months, you leave with clean books and accurate projections — and nothing owed.

Top rated on Google

★★★★★

Get a free quote

Fixed pricing. Same-day reply.

What our clients say

Verified Google Review

★★★★★

Financial Advice That Was Actually Clear

“Kieran was clear with information and explained everything in a way that I could understand.”

Really Wild Learning

Verified Google Review

★★★★★

Switched Accountants, Already Saving Money

“Having only recently switched my business to Swift from another accountant, I have found them efficient, friendly and professional, and they’re already saving me money.”

Nic Paton

Verified Google Review

★★★★★

Questions Answered Before the Day Was Out

“He was always one click away from every possible question we could throw at him.”

Christos Tsongidis

Verified Google Review

★★★★★

Fast and Reliable at Short Notice

“Great work by Kieran sorting out my business accounts really fast and at short notice on multiple occasions.”

Cristian Diaconescu

Sound familiar?

Running your business without knowing what next year looks like?

Most small Devon businesses manage their finances by looking backwards — last month’s bank balance, last year’s tax return. Forward-looking numbers tend to get pushed to one side. The problem is that cash flow gaps, growth investments and loan applications all need projections that are grounded in something real. Without them, the decisions either do not get made or get made badly. It is solvable — it just takes longer the more you leave it.

  • No forward-looking numbers, so major decisions are made on instinct alone
  • Cash flow shortfalls arriving as a surprise rather than something planned for
  • Unable to present credible figures to a bank, investor or landlord when asked

What planned ahead looks like

Financial projections built from your real trading data, updated as the business moves. Cash flow mapped out so surprises are largely avoidable. Figures prepared to a standard that stands up when someone external needs to see them.

  • Projections built from actual figures — not guesswork or generic spreadsheets
  • Cash flow mapped months ahead so you can plan rather than react
  • Funding-ready forecasts available when a bank or investor asks for them
  • One fixed monthly fee covering your accountant, your books and your forward view
Client results

What Devon business owners say about us

We work with small limited companies and growing businesses across Devon. Here are two clients who came to us wanting clearer numbers and a firmer grip on where their business was going.

★★★★★

Swift accounting and bookkeeping services have helped support my educational animal encounter business with excellent financial advice and HMRC support. Kieran was clear with information and explained everything in a way that I could understand.

R
Really Wild Learning
Verified Google Review
★★★★★

When I needed information on Accounting for my business, Kieran was the man. As a newly established business, the accounts can seem very daunting, but Kieran very kindly answered all my questions and helped me understand the processes.

G
Giles Hughes
Verified Google Review
What you get

What your monthly fee covers

Three things that give Devon business owners a clear picture of where they stand now and where they are heading — for one fixed monthly fee.

01

Financial Projections and Cash Flow Forecasting

Forward-looking numbers built from your actual trading data, not generic assumptions. Cash flow forecasts mapped out monthly or quarterly so you can see gaps before they arrive, and plan investment or growth decisions with something real to go on.

Built from your actual figures
02

Management Accounts and Monthly Reporting

A clear summary of where the business stands financially every month or quarter. Revenue, costs, margins and tax position — visible throughout the year rather than only at the end of it. No spreadsheet archaeology when the tax return comes around.

Monthly or quarterly
03

Year-End Accounts and Corporation Tax

Annual accounts and your CT600 prepared and filed accurately, with your tax liability known well before HMRC issues a deadline. Your projections and your year-end numbers are kept consistent — no disconnect between what you planned and what was filed.

No extras, no surprises
What clients say

Devon businesses working with Swift every month

Sole traders, limited companies and growing businesses across Devon and beyond. Usually arriving without a clear forward view. Leaving with considerably less to worry about.

★★★★★

Switched Accountants and Already Saving Money

“Having only recently switched my business to Swift from another accountant, I have found them efficient, friendly and professional, and they’re already saving me money. Would recommend. Nic Paton, Cormorant Media”

Nic Paton
Verified Google Review
★★★★★

Two Years In, Still Highly Recommending

“Excellent and prompt service, great communications and above all really helpful. Highly recommend.”

Simon Hyde
Verified Google Review
★★★★★

Accurate Work Fast, On Multiple Occasions

“Great work by Kieran sorting out my business accounts really fast and at short notice on multiple occasions. Many thanks and I would highly recommend them for all accounting needs.”

Cristian Diaconescu
Verified Google Review
Why Swift

Why Devon businesses choose Swift for projections

There is no shortage of accountants in Devon. Here is what is different about working with one who already knows your numbers and gives you a view of what is coming.

📊

Projections from your real data

Financial projections are only useful if they are built on accurate books. Because your bookkeeping and your forecasting sit with the same accountant, there is no gap between what actually happened and what is being projected forward. The numbers are consistent and they are current.

💬

Replies the same day

Questions get answered the day you ask them. If you are reviewing a projection and something does not add up, you will not wait three days for a response. Ask a question about a figure, get a clear answer before you need to act on it.

🔒

One price, clearly agreed

Your monthly fee is fixed and does not move. No hourly billing for additional forecasting work, no invoice that arrives larger than discussed. Your accounting costs are as predictable as the cash flow you are trying to plan.

Getting started

Up and running in four steps

Four steps from initial enquiry to having forward-looking numbers that are actually grounded in your business. No complicated onboarding, no forms that need a lawyer.

1

Send your enquiry

Fill in the form on this page. Kieran reads every enquiry personally and responds the same day with a clear next step. No automated holding messages, no junior replying on his behalf.

2

A short discovery call

Twenty minutes to understand where your business currently stands, what decisions you are trying to make, and what financial visibility you actually need. At the end of the call you will know exactly what is covered and what it costs.

3

We handle the setup

Your accounting software is connected, your records are brought up to date and your baseline figures are established. The projections are built from there. You do not need to do anything except confirm you want to proceed.

4

Ongoing — nothing falls through

Your books are kept current every month, your projections are updated as the business moves, and your tax position is visible throughout the year. Cash flow gaps are visible before they arrive. Surprises are largely avoidable when the numbers are this current.

100+ Clients nationwide
6+ Years established
5.0 Google rating
Fixed Monthly pricing
ICAEW Chartered
Xero Gold Partner
FreeAgent Partner
QuickBooks Certified
AAT Fellow

“Kieran came recommended to us and for good reason. He was fast, professional and very patient when answering our long list of questions.”

Ted Lee — Verified Google Review

Questions

Questions Devon businesses usually ask first

Typically a twelve-month cash flow forecast, a projected profit and loss, and where relevant a projected balance sheet. The time horizon depends on what you need them for — a bank application, an investment decision, or simply knowing whether you can afford to take on a new member of staff. We discuss what is useful for your specific situation at the outset.
Projections are not predictions. They are a structured view of what is likely, based on your actual trading history and reasonable assumptions about what changes. The value is not in being exactly right — it is in knowing where the pressure points are months before they arrive, rather than the week they happen.
It does — projections built on incomplete records are not worth much. Getting your books current is usually the first step. That may take a little longer at the start and may cost slightly more, depending on how far behind things are. We will tell you the position upfront, not afterwards.
No. Month-to-month, cancel with a month’s notice. We would rather keep clients because the service is genuinely worth it than because the exit clause makes leaving awkward.
Ready when you are

Stop running your business on last year’s numbers. Know what is coming.

Fixed monthly fee. Forward-looking projections built from real data. Cash flow visible months ahead. Same-day replies. No lock-in.

Cash flow gaps visible before they arrive Funding-ready figures when someone asks for them Fixed monthly cost, agreed upfront, does not move
Get my projections sorted
Fixed monthly pricing ICAEW chartered Same-day replies No long-term contract