CFO Advisory, Tax & Strategic
Finance Services
Key Ledgers Global provides commercial financial advisory services designed to improve profitability, reduce tax exposure and support long-term growth. Our work is focused on decision-making, not compliance.
Six specialist advisory
disciplines.
Each service is delivered at a senior level, focused on outcomes rather than compliance. Select a discipline below to explore what we do and how we work.
Tax
Optimisation
Structured advisory to reduce your tax exposure across corporate and personal tax. We identify inefficiencies and implement strategies that improve your position long term.
CFO
Advisory
Board-level financial leadership on a fractional basis. We support businesses with cash flow modelling, strategic planning, lender engagement and financial controls.
Healthcare
Finance
Specialist financial advisory for care homes, nursing homes, dental practices and healthcare businesses. NHS fee negotiation, debt recovery and regulatory financial readiness.
Property
Finance
We advise property investors and developers on financial structure and strategy, SPVs, SDLT and CGT planning, development finance and deal evaluation.
Exit
Strategy
We support businesses preparing for sale, succession or restructuring. Pre-sale planning typically begins 2-3 years before exit to maximise value and minimise tax.
Deal
Scrutiny
Independent financial analysis on transactions before they are committed to. Acquisition due diligence, financial modelling and HMRC clearances. Before signing, the numbers should be tested.
Profit & Tax
Strategy
We provide structured tax advisory services that identify inefficiencies and opportunities across both corporate and personal tax. Most businesses are paying more than they need to, the solution is a structured review, not a different accountant.
Fractional & Group
CFO Services
Most businesses require CFO-level thinking long before they can justify a full-time hire. We provide senior financial leadership on a fractional basis, supporting businesses at board level with the same depth of capability as a permanent appointment.
Specialist Healthcare
Advisory
Care homes, dental practices, pharmacies and NHS-contracted providers operate under funding structures and cost pressures that general accountants rarely understand. We provide financial advisory services built specifically for healthcare businesses, from occupancy strategy through to debt recovery and regulatory readiness.
Property Investment
& Development Finance
Property investors and developers face tax, structuring and finance decisions that have significant long-term consequences. Getting the structure wrong at acquisition can cost far more than any adviser fee. We provide the financial advisory layer that sits above your solicitor and accountant.
Exit & Succession
Planning
Most business owners think about exit too late. The tax and structuring decisions that determine how much you keep at the end are made years before the sale completes. We work with business owners 2-3 years before a planned exit to ensure the business is structured, valued and positioned correctly.
Independent Financial
Analysis on Transactions
Deals that look good in a deck often look very different when the numbers are tested properly. Before committing capital, signing heads of terms or entering a joint venture, the financial assumptions should be independently reviewed. We provide that independent layer.
Frequently asked questions
about our services.
If your question is not covered below, contact us directly and we will respond the same working day.
A complete review of your corporate and personal tax position covering director remuneration, capital allowances, R&D relief, business structure, VAT, and forward planning. You receive a prioritised written report with specific recommendations. The fee is agreed in advance, there is no hourly billing and no obligation to proceed further after the review.
CFO advisory provides ongoing strategic financial leadership without the cost of a full-time hire. This includes monthly financial reporting and commentary, cash flow forecasting, board-level financial input, KPI tracking, and support during funding rounds, acquisitions, or restructuring. Scope is agreed monthly and adjusted as your needs change.
No. Our advisory work is entirely separate from compliance and bookkeeping. Your accountant continues to handle annual accounts, filing and day-to-day compliance. We focus on strategic planning and tax optimisation, the work most compliance accountants do not undertake. Many clients have worked with us alongside the same accountant for several years.
All work is fixed fee, agreed before we start. Tax optimisation reviews begin at 750 plus VAT for SMEs and 2,000 plus VAT for complex or multi-entity structures. CFO advisory is priced monthly based on scope. There is no hourly billing, no hidden extras, and no obligation beyond the agreed scope. Every fee is confirmed in writing before work begins.
We respond to all enquiries the same working day. Once scope is agreed and instruction is confirmed, most reviews begin within one to two weeks. Urgent matters, such as imminent transactions or HMRC correspondence, can be accommodated. Every instruction is handled personally by Bharat Varsani FCCA at director level.
Start with a fixed
fee review.
Most businesses we work with identify significant savings within the first engagement, across corporate tax, director remuneration, VAT and business structure. The review pays for itself before any further work begins.
All advisory reviews are fixed fee and delivered within two weeks. No obligation to proceed further. No hourly billing.
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