Business Planning Devon
Your Devon business plan, sorted.
Most Devon small business owners make financial decisions without a clear picture of where the numbers are heading. Without a proper plan, cash flow surprises arrive uninvited and growth stalls through lack of visibility rather than lack of opportunity. Fixed monthly fee, ICAEW chartered, same-day replies.
- A clear financial plan so decisions are based on numbers, not instinct
- Cash flow forecasting that shows where the business stands months ahead
- Tax planning built into the plan — no surprise bills at year end
- Proactive advice from a Devon-based ICAEW chartered accountant who knows your sector
No long-term contract. If it is not working after three months, you leave with cleaner books and a clearer plan than you started with — and nothing owed.
Get a free quote
Fixed pricing. Same-day reply.
What our clients say
★★★★★
Answered Every Question, Patiently
“He was fast, professional and very patient when answering our long list of questions.”
★★★★★
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.”
★★★★★
Price Quoted, No Jargon, No Waiting
“Kieran explained everything in the best possible way, told me the price they’d charge after 5 minutes of speaking.”
★★★★★
Excellent Advice, Explained Clearly
“Kieran was clear with information and explained everything in a way that I could understand.”
Sound familiar?
Making big decisions without the numbers to back them up?
Most Devon small business owners are running their company on instinct rather than a financial plan. Cash flow moves faster than expected, tax bills arrive as a surprise, and growth decisions get put off because no one is quite sure what the business can afford. It is not unusual — but it does make things harder than they need to be.
- No cash flow forecast, so financial surprises arrive without warning
- Tax bill unknown until the accountant calls — usually later than is comfortable
- Growth decisions delayed because the numbers are not clearly visible
What a working business plan looks like
Clean books updated monthly so the numbers are always current. A tax position that is visible throughout the year, not revealed at the deadline. Financial information presented clearly enough to actually make decisions with.
- Cash flow forecasting so surprises become considerably rarer
- Tax position visible months before it becomes due — time to plan, not react
- Management reporting that informs decisions rather than sitting unread
- A fixed monthly fee that does not move regardless of how much you need to discuss
What Devon business owners say about working with us
We work with small limited companies and growing businesses across Devon. Here are two clients who came to us wanting clearer financial direction and a plan they could actually use.
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.
Kieran was really helpful and very knowledgeable with my circumstance, he gave me great advice and was very efficient with getting my tax’s submitted, really glad I found Swift and will definitely be using for future accounting.
What your monthly fee covers
Three core pillars that keep your finances current, your tax position clear and your business decisions grounded in actual numbers — for one fixed monthly fee.
Business Planning and Cash Flow Forecasting
Your cash flow is modelled monthly so you can see what is coming before it arrives. Growth decisions, investment timing and director remuneration are all considered within the plan — not treated as afterthoughts at year end.
Proactive, not reactiveManagement Accounts and Monthly Reporting
Monthly or quarterly management accounts so you always know where the business stands financially. Presented clearly, without jargon — numbers you can actually use when making decisions about the next quarter.
Fixed fee, clear reportingYear-End Accounts and Corporation Tax
Annual accounts, corporation tax return and Companies House submission all handled in one fixed fee. Your tax liability is visible well before the deadline — long enough to plan, not simply react.
No extras, no surprisesDevon businesses trust Swift with their numbers
Sole traders, limited companies and growing small businesses across Devon. Usually arriving without a clear financial plan. Leaving with considerably more visibility over where things are heading.
Excellent Financial Advice, Explained Clearly
“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.”
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”
Fast, Reliable Work at Short Notice
“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.”
Why Devon businesses choose Swift
There is no shortage of accountants in Devon. Here is what is different about working with one who gives proactive advice rather than waiting to be asked.
Advice before you have to ask
Most accountants file what is due and wait for the next deadline. At Swift, the books are kept current so tax positions, cash flow pressure points and planning opportunities are flagged as they emerge. You find out about a problem when there is still time to do something about it.
Replies the same day
Questions get answered the day you ask them. Not logged into a ticket system, not passed along — answered. If you are weighing up a business decision and need a financial steer, you will have it before the end of the day.
One price, clearly agreed
Your monthly fee is fixed and agreed upfront. No hourly billing, no end-of-year invoice that is larger than you were expecting. Business planning conversations are included — you will not watch the clock before asking a question.
Up and running in four steps
Four steps from enquiry to everything being handled. No complicated onboarding, no forms that need a lawyer to interpret.
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.
A short discovery call
Twenty minutes to understand your business, your current financial position and what you are trying to plan for. At the end of the call you will know exactly what is covered and what it costs — no vague proposals to follow.
We handle the setup
Your accounting software is connected, your records are brought current and your planning framework is put in place. You confirm you want to proceed — the rest is handled.
Ongoing — nothing falls through
Monthly bookkeeping, cash flow monitoring, quarterly VAT and annual tax — managed as a matter of course. Your tax position is visible well before it becomes urgent, your plan is kept current, and financial surprises become considerably rarer.
“I’ve been using Swift Accounting for two years now after my previous accountant retired and recommended Kieran. Excellent and prompt service, great communications and above all really helpful. Highly recommend.”
Questions Devon business owners usually ask first
Less time guessing at the numbers. More time running Devon.
Fixed monthly fee. Cash flow and tax position visible throughout the year. Proactive advice from an ICAEW chartered accountant. Same-day replies. No lock-in.