Four workers in black coveralls walk through an industrial facility.
Four workers in black coveralls walk through an industrial facility.

Get the funding your business needs

We prepare clear business plans, accurate forecasts, and lender-ready financials that strengthen your application and improve your chances of approval.

Funding & Business Planning service page

Business plans and forecasts that lenders actually take seriously.

We prepare accurate financial forecasts, clear business plans, and the supporting documents you need to strengthen your application and speed up the approval process.
Professional, realistic, and tailored to your goals.

A professional woman with short dark hair wearing a beige blouse stands in a busy office.

Lender-ready documentation

We prepare clear forecasts and structured plans built around what UK lenders expect.

Lender-ready documentation

We prepare clear forecasts and structured plans built around what UK lenders expect.

Lender-ready documentation

We prepare clear forecasts and structured plans built around what UK lenders expect.

Stronger funding applications

Accurate financials help reduce back-and-forth and improve approval rates.

Stronger funding applications

Accurate financials help reduce back-and-forth and improve approval rates.

Stronger funding applications

Accurate financials help reduce back-and-forth and improve approval rates.

Strategic planning for growth

We help refine budgets, goals, and financial structure so your business is set up for long-term success.

Strategic planning for growth

We help refine budgets, goals, and financial structure so your business is set up for long-term success.

Strategic planning for growth

We help refine budgets, goals, and financial structure so your business is set up for long-term success.

Frequently asked questions

Answers to common questions about getting started with CGI Accountants.

Prepare a funding application that stands out.

We build the numbers, the structure, and the documentation — giving you a stronger chance of securing the funding your business needs.

Do you prefer email? We're available at:

Prepare a funding application that stands out.

We build the numbers, the structure, and the documentation — giving you a stronger chance of securing the funding your business needs.

Do you prefer email? We're available at:

Prepare a funding application that stands out.

We build the numbers, the structure, and the documentation — giving you a stronger chance of securing the funding your business needs.

Do you prefer email? We're available at:

Do you write full business plans?
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Yes — including forecasts, market overview, budgets, goals, cashflow projections, and financial summaries.

How far ahead do forecasts need to go?
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Most lenders want 12–36 months. We build forecasts that match the requirements of the lender or investor.

Can you help with investor presentations or pitches?
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Absolutely — we prepare financial packs that give investors confidence in your numbers.

What types of funding can you help with?
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Bank loans, start-up loans, asset finance, refinancing, investment pitches, and grant applications.

Is this only for start-ups?
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No — established businesses applying for growth funding use this service regularly.

Do you work directly with lenders?
icon

Yes. We can communicate with banks, brokers, or advisors on your behalf.

Do you write full business plans?
icon

Yes — including forecasts, market overview, budgets, goals, cashflow projections, and financial summaries.

How far ahead do forecasts need to go?
icon

Most lenders want 12–36 months. We build forecasts that match the requirements of the lender or investor.

Can you help with investor presentations or pitches?
icon

Absolutely — we prepare financial packs that give investors confidence in your numbers.

What types of funding can you help with?
icon

Bank loans, start-up loans, asset finance, refinancing, investment pitches, and grant applications.

Is this only for start-ups?
icon

No — established businesses applying for growth funding use this service regularly.

Do you work directly with lenders?
icon

Yes. We can communicate with banks, brokers, or advisors on your behalf.

Do you write full business plans?
icon

Yes — including forecasts, market overview, budgets, goals, cashflow projections, and financial summaries.

How far ahead do forecasts need to go?
icon

Most lenders want 12–36 months. We build forecasts that match the requirements of the lender or investor.

Can you help with investor presentations or pitches?
icon

Absolutely — we prepare financial packs that give investors confidence in your numbers.

What types of funding can you help with?
icon

Bank loans, start-up loans, asset finance, refinancing, investment pitches, and grant applications.

Is this only for start-ups?
icon

No — established businesses applying for growth funding use this service regularly.

Do you work directly with lenders?
icon

Yes. We can communicate with banks, brokers, or advisors on your behalf.

Batley, West Yorkshire, UK

@ 2025 CGI Accountants LTD. All rights reverved

CGI Accountants Ltd is a registered accounting firm based in England and Wales (Company No. 12190551).
Registered office: Branch House, 31-33 Branch Road, Batley, WF17 5SB.

We provide accounting, tax, payroll, and advisory services to businesses and individuals.
Our work is carried out in accordance with the professional and ethical standards of our regulatory body.
All advice and information are intended for general guidance only and should not be relied on as financial, legal, or investment advice without consultation.

Client data is handled securely and in compliance with the UK GDPR and data protection laws. We do not sell or share personal information with third parties.

For questions about our services or policies, please contact us at info@cgi-accountants.co.uk.

Batley, West Yorkshire, UK

@ 2025 CGI Accountants LTD. All rights reverved

CGI Accountants Ltd is a registered accounting firm based in England and Wales (Company No. 12190551).
Registered office: Branch House, 31-33 Branch Road, Batley, WF17 5SB.

We provide accounting, tax, payroll, and advisory services to businesses and individuals.
Our work is carried out in accordance with the professional and ethical standards of our regulatory body.
All advice and information are intended for general guidance only and should not be relied on as financial, legal, or investment advice without consultation.

Client data is handled securely and in compliance with the UK GDPR and data protection laws. We do not sell or share personal information with third parties.

For questions about our services or policies, please contact us at info@cgi-accountants.co.uk.

Batley, West Yorkshire, UK

@ 2025 CGI Accountants LTD. All rights reverved

CGI Accountants Ltd is a registered accounting firm based in England and Wales (Company No. 12190551).
Registered office: Branch House, 31-33 Branch Road, Batley, WF17 5SB.

We provide accounting, tax, payroll, and advisory services to businesses and individuals.
Our work is carried out in accordance with the professional and ethical standards of our regulatory body.
All advice and information are intended for general guidance only and should not be relied on as financial, legal, or investment advice without consultation.

Client data is handled securely and in compliance with the UK GDPR and data protection laws. We do not sell or share personal information with third parties.

For questions about our services or policies, please contact us at info@cgi-accountants.co.uk.