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Buzz Advisory

Better decisions. Better results. Better life.

You don’t need more noise — you need a clear plan, a simple way to see the numbers, and accountability so things happen. 

Buzz Advisory blends practical business planning, cashflow, reporting and governance with access to funding and independent financial planning through trusted partners.

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What You Get

  • Cashflow sorted — forecast, monitor and fix root-cause cash issues.
  • Clarity on the numbers — management reports you’ll actually use.
  • A simple plan — one page with direction, actions, owners and dates.
  • Real accountability — monthly or quarterly reviews to keep momentum.
  • Access to finance and savings — compare loans, equity, grants and cost reduction via Swoop.
  • Independent financial advice — pensions, investments and protection via Equity & General.

Management Reporting

If you want better results, measure the right drivers and follow through:

  • Tailored KPI dashboard (financial and non‑financial) in FreeAgent.
  • Monthly / Quarterly management report with a 15‑minute momentum call.
  • Clear ‘so what / now what’ actions for the month ahead.

Cashflow Forecasting

Profitable businesses still run out of cash.
Forecasting is basic hygiene.

 

  • Build a rolling 12-month cashflow forecast (plus short-term weekly view).
  • Track actual vs forecast monthly and explain variances in plain English.
  • Model “what-ifs” (price rises, hires, VAT changes, repayment holidays, new premises).
  • Set cash guardrails (minimum cash, debtor days) and alerts.
  • Prepare lender-ready packs when you need funding.

    Business Planning

    • A focused, facilitated process to set direction and stop procrastination.
    • One‑page plan covering vision, goals, targets and KPIs.
    • 90‑day actions with owners, dates and resources.
    • Alignment across owners/directors and a clear communication tool for the team.

      Marketing Plan

      • Marketing should pay its way. We keep it simple and tied to outcomes.
      • Clarify your ‘why’, ideal customers and positioning.
      • Choose a few proven channels; avoid shiny‑object overload.
      • Set 12‑month goals, budget and lead indicators that prove what’s working.

      Core Values Development

      • Values are decision filters. A fast, engaging workshop defines up to five authentic values, simple definitions and how to live them day‑to‑day. Expect stronger culture, better hires and happier clients.

        Organisational Review

        • Too many hats? We’ll help you design a functional organisation chart (roles, responsibilities and reporting lines) to make the business sustainable, scalable and saleable.

          Workshops & Reviews

          7 Ways to Grow Your Business — a practical 90‑minute session showing how small improvements compound into big profit.

          Complimentary Client Review (CCR) — one focused hour to surface issues and opportunities, set SMART goals and spot quick wins.

          • Proactive Accounting Meeting (for non‑clients) — a no‑charge chat to understand goals, structure and challenges and outline how Buzz can help.

          Funding & Savings (powered by Swoop)

          We partner with Swoop so you can compare tailored options across loans, equity and grants, and reduce costs on banking, energy and FX — all in one place.

          • Loans & Working Capital — term loans (secured/unsecured), overdrafts, revenue‑based and merchant cash advance, trade finance, asset‑based lending and commercial mortgages.
          • Asset Finance — hire purchase, finance/operating leases and asset refinance.
          • Invoice Finance — factoring and invoice discounting to unlock cash.
          • Equity Finance — angels, VC, private equity, crowdfunding and convertible routes.
          • Grants — identify and apply for relevant national/regional grants.
          • Savings — compare business bank accounts, energy and FX to cut costs.

          Note: Buzz introduces clients to Swoop’s marketplace; products are provided by third parties. We’ll help you prepare, compare and apply — you stay in control.

          Independent Financial Planning

          For personal wealth and protection, we introduce you to Equity & General Financial Services (directly authorised and regulated by the FCA). Typical advice areas include:

          • Tax Smart — year-round, plain-English tax planning to legally reduce your tax.
          • Investments & ISAs — risk‑matched portfolios and tax‑efficient wrappers.
          • Pensions & Retirement — build, review and drawdown planning.
          • Family Protection — life cover, critical illness and income protection.
          • Inheritance Tax & Intergenerational Planning — protect and transfer wealth efficiently.
          • Mortgages & Equity Release — whole‑of‑market advice for home and BTL.
          • Wills & Probate — put your wishes in writing and reduce stress for loved ones.

          Regulatory note: Buzz does not provide regulated financial advice. All regulated advice is given by Equity & General. Introductions only.

          How It Works

          • Complimentary review — tell us what you want (time, money, headspace).
          • Quick wins first — tighten cash, fix leaks, get reporting in place.
          • 90‑day plan — a short list of actions that actually happen.
          • Ongoing support — monthly or quarterly to keep results compounding.

          Pricing

          We keep pricing simple and scoped up‑front. Choose Monthly or Quarterly Advisory, then add bolt‑ons (cashflow build, one‑page plan, KPI dashboard, sales coaching, organisation review) as needed. 

          Funding and financial planning are quoted by our partners.

          Ready to get your accounts sorted?

          SIGN UP TODAY