Lee Monarc Accounting & Advisory

For owners who want more from their numbers.

You’re building something that matters to you. We help you assess what it can afford, where it needs attention and how to prepare for the future you want.

Tell us about your business

Starting and establishing

Get the setup right before things get busy.

The decisions you make early can shape how your business operates for years. We help you think through your structure, establish useful financial records and understand your accounting and tax obligations.

Start with a setup that reflects your circumstances, with room to review it as the business develops.

Growing businesses

More sales. More commitments. Enough cash?

More revenue can bring more people, larger commitments and greater pressure on cash. We help you look beyond sales to understand profitability, working capital and the financial implications of expansion.

Whether you’re thinking about hiring, investing or changing how you operate, we can help you assess the numbers behind the decision.

Buyers and owners planning a transition

Know what you’re taking on. Plan what you’re leaving behind.

Buying, selling or stepping back involves more than a single transaction. We help you examine the financial position, identify information gaps and prepare for the changes ahead.

Getting advice early gives you time to consider your options and address issues before they become urgent.

Individuals and family groups

Consider the connections across your financial affairs.

For high-net-worth individuals and family groups, business interests, ownership arrangements and tax decisions are often closely connected. We help bring those accounting and tax considerations into view, with attention to your wider goals and the people involved. Where a matter needs legal or other specialist input, that advice can be considered alongside our work.

Industry experience

Vivienne’s experience spans professional services, property and construction, healthcare, technology, engineering and manufacturing, care services, beauty and wellness, and hospitality.

Every business has its own pressures and priorities. We start by understanding how yours works, rather than assuming that an industry label tells the whole story.

The right fit

You bring the ambition. Bring the difficult questions too. We work well with people who value clear advice, are willing to share the information behind their decisions and want to use their numbers to improve how they run their business.

You don’t need to have everything worked out. Being ready to ask questions is a good place to start.

Let’s talk about your business