About Us

My background is accountancy, qualifying as a chartered accountant in 1984 and after a few years working with large multinationals I decided to specialise in working with owner managed businesses; which is what I have been doing now for over 20 years. 

In 2006 I launched the Strategic Planning service (that I now call "The Next Level") for small business after talking with many who felt they needed an external person with a business understanding to facilitate the process of creating and implementing a stategic plan. Not writing it for them but helping them to marshall their thoughts and talk through their plans.