Business Expansion
Ward Goodman Case Studies

Business Expansion
Streamlined Business Processes
In a competitive industry, a client identified a way to further streamline their processes at the same time as utilise new technologies within their business to save costs and provide an additional, valuable revenue stream.
Ward Goodman's Solution
Working closing with our clients we were able to help build the budgeting and forecasting as well as utilising the business advisory specialisms to map the financial structure to ensure that the expansion is viable. A key part of expansion is setting minimum factors to ensure success, such as KPI’s, the minimum ROI needed and provide assurance to the structure a viable business plan for lenders.
The investment would see a new additional location for our client operations, two additional revenue-generating service lines and as a result, increased visibility and distribution lines to potential customers across the South West.
The size and scope of the expansion, required significant collaborative work from a multitude of professions, from within the group and our external partners to ensure that the investment was well utilised and all taxes mitigated where possible.
Client Case Studies

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Ward Goodman is committed to delivering exceptional service, consistently exceeding expectations to support and satisfy our clients.
AMS has relied on Ward Goodman for our annual company accounts audit for a number of years. The team has consistently shown exceptional professionalism, working seamlessly with our staff to ensure a smooth audit process without any disruption to our operations. Their deep understanding of our business enables them to provide valuable expert guidance. We look forward to maintaining our partnership with Ward Goodman for future audits.
Double H has been a long-standing client of Ward Goodman, benefiting primarily from their comprehensive audit and corporate tax services. The team we work with consistently demonstrates a deep understanding of our business, providing knowledge and professional guidance.
After many years of working with our previous accountants, we recently transitioned to Ward Goodman due to changes in our needs. The teams at Ward Goodman has been exceptionally professional and efficient, helping us enhance our audit planning processes. Their proactive approach and clear communication have significantly streamlined this process, allowing us to focus on what we do best. This has been a positive and valuable change for our organisation and we look forward to working with them for many years to come.
Davina does a great job and has done for the many years that she has worked on our account
Paul Collins2024-08-08Trustindex verifies that the original source of the review is Google. Helpful in every way, giving peace of mind to any concern's or questions regarding personal tax issues, and investments. A very professional team, would highly recommend them. Bobby Duncan2022-10-24Trustindex verifies that the original source of the review is Google. I'd like to send my appreciation to Adrian for laying out some excellent advice in a preliminary, no commitment required chat. I found their use of language and broad understanding very insightful with my circumstances. Would highly recommend, and will be coming on-board to utilise their unique cross-disciplinary practice. A one stop shop for all things, very valuable! Thanks WG Team. andrew lawton2022-08-02Trustindex verifies that the original source of the review is Google. I have been a client of Ward Goodman since 2010. They have provided superb service and advice throughout. They guided me through company establishment and funding routes and provided Payroll services and company accounts over this period. They have always been supportive, proactive and responsive. I have no hesitation in recommending them to others. Mike Suthers2022-07-28Trustindex verifies that the original source of the review is Google. I have delt with Ward Goodman for over 8 years and they have always been exemplary. Easy to deal with and always responsive. I would recomend their services to any buisness. Dawn Adlem2020-02-16Trustindex verifies that the original source of the review is Google. Amazing company to work for and truly care about their clients wellbeing. Staff go above and beyond. James Scollard2019-03-21Trustindex verifies that the original source of the review is Google. Made an error but acknowledged and sorted the issue. Paz Martínez Capuz2018-04-29Trustindex verifies that the original source of the review is Google. Super helpful professionals. Tina Lancaster2017-10-02Trustindex verifies that the original source of the review is Google. Great independent financial advice and these guys have saved me a fortune by preparing my tax properly. Malcolm Scott Walby2014-04-08Trustindex verifies that the original source of the review is Google. Nice people to deal with across the board.