CSG’s Advisory team provides high-level, partner-led guidance across all areas of finance, growth, and compliance.

Whether you’re planning for the future, managing risk, or navigating change, we work alongside you to shape the right strategy with clarity and confidence.

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Our Advisory services give clients direct access to CSG’s most experienced people. We provide strategic input across accounting, tax, finance, and business growth-always tailored to your goals.

Whether it’s high-level planning, restructuring, or leadership support, our partner-led model ensures clarity, accountability, and progress.

We provide a wide range of services

Our Advisory Services

Our advisory work is led by partners and focused on what matters most to you.
From succession planning and strategic decision-making to financial structuring and board support,
we bring clarity and direction to the big decisions in your business.

Strategic Business Planning

We work with business owners and leadership teams to shape clear, practical plans for the future. Whether you're entering a new market, launching a service, or scaling operations, we help you align financial strategy with long-term goals—making sure every move is grounded in solid numbers and smart thinking.

Succession &
Exit Planning

Handing over or stepping back from a business is a major milestone. We support clients through succession and exit planning with care, clarity, and foresight-whether it's passing the business to the next generation, preparing for sale, or managing a phased transition. Our approach balances commercial outcomes with personal priorities.

Financial Oversight
& Board Support

We provide senior-level financial oversight for businesses that need clarity and accountability at the top. From acting as a sounding board to helping interpret key financials for non-finance leaders, we bring rigour and structure to board discussions-ensuring informed decision-making at every level.

Risk & Restructuring Advice

When business conditions change, quick, clear advice can make all the difference. We help clients navigate uncertainty-whether that’s streamlining operations, reassessing cost structures, or restructuring to protect long-term value. Our focus is on resolving challenges with stability, sensitivity, and forward momentum.

Commercial
Tax Planning

We offer practical tax planning advice that’s integrated with your wider business goals. From group structuring and investments to incentives and reliefs, we help you make confident tax decisions that support growth, manage risk, and ensure compliance-without overcomplicating the path forward.

See all Services

Discover how we can support your business.

What make CSG's approach different

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Proactive, hands-on leadership

At CSG, you’ll always work directly with experienced people who know your business.
Our partners and senior team stay closely involved from the start - leading your work,
not just signing it off. We believe the best results come from working alongside you,
not at a distance.

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Focused on what really matters

Every business is different, so we take the time to understand yours. We work with you
to plan carefully, identify risks early, and shape our approach around what matters
most to your organisation. It’s about tackling the real issues directly - so they’re
resolved quickly, clearly, and with lasting impact.

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Clear, open communication

Good communication makes everything else work better. We keep conversations
straightforward, consistent, and tailored to how your team works best. Whether that’s
regular onsite time or flexible remote updates, we make sure information flows
smoothly - so there are no surprises, just steady progress.

Learn more

Get in Touch

Reach out to James Kelleher, Advisory Partner, to discuss how we can support your next strategic move.

Contact Our Team

Not sure what kind of support you need?

Book a free, no-obligation 15-minute call with our advisory team. We’ll talk through your situation and help you find the right support.

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Start your career with CSG today!

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Testimonials

What our clients say...

“Working with CSG has brought clarity, structure and peace of mind to how we manage payroll, tax returns and compliance. Their expertise and responsiveness have made a real difference - saving us time and allowing us to focus on running our school. The team is always professional, knowledgeable and detail-oriented.

They explain complex matters in simple terms, and their support gives us the confidence that everything is being handled correctly. We’re so grateful for their continued guidance and look forward to working together as our business grows.”

Young business man talking on phone
Rosemarie McGrath

School Manager, Benin Casa Montessori

What our clients say...

“In Assess Ireland we work with CSG as our trusted partner for all our Audit, Taxation, Corporate Finance and Advisory needs. Their commitment, professionalism and deep understanding of our business have made CSG a partner that adds real value. We look forward to continuing our very successful partnership with CSG as we continue to grow our business.”

Young business man talking on phone
Padraig O’Sullivan

Finance Manager, Assess Ireland

What our clients say...

“Our relationship with CSG began following their acquisition of Philip Manzor’s practice. The transition was seamless, and we’ve continued working with the same trusted team ever since. CSG supports us with business accounts, payroll and personal finances. Their guidance has streamlined our operations and given us more clarity in planning for upcoming tax obligations.

The team’s professionalism is outstanding - from the welcoming front-of-house staff to the advisors at the top level. The advice is always sound, the atmosphere approachable and the team consistently available when we need them. Would we recommend CSG? Absolutely without hesitation.”

Young business man talking on phone
Gerrard O’Sullivan

Director & Co‑Owner, The Castle Bar (A & G O’Sullivan Ltd)

What our clients say...

“We have engaged CSG for audit, tax, and advisory services over the past four years. Initially, we were drawn to their competitive pricing and deep expertise, and they have consistently exceeded our expectations.
Their independent verification of our financial processes has been invaluable to our stakeholders, ensuring compliance with all statutory obligations.

The team provides excellent advice on financial and taxation matters with professionalism and efficiency.
What we value most is their accessibility and clear, straightforward guidance. We’ve truly enjoyed working with CSG and look forward to continuing this professional relationship. I highly recommend them to others.”

Young business man talking on phone
Eugene Maher

CEO, Shannonferry Group Limited

What our clients say...

“I engaged CSG in 2005 for my tax returns following a word-of-mouth recommendation, and I have been a satisfied client ever since. Working primarily with David and Dan, I rely on CSG for both my personal and tax returns.
Their service is consistently excellent and timely, providing year-round support and advice whenever I have queries. The value for money is outstanding - couldn’t be better!
I have confidently recommended CSG to my friends and colleagues.”

Young business man talking on phone
Dr. Kenneth Feeley

Consultant, Histopathology, Kerry Histopathology Services / Bon Secours Hospital Tralee

What our clients say...

“CSG has been a reliable business partner to Clíste Hospitality for the past ten years. Their professionalism, expertise, and attention to detail are what really set them apart.They truly understand our needs and go above and beyond to support our goals. Their team is responsive, proactive, and always a pleasure to work with.
I highly recommend CSG to anyone looking for a dependable and effective business partner.”

Young business man talking on phone
Paul Fitzgerald FCA

CEO, Cliste Hospitality

What our clients say...

“Absolutely brilliant. The people we work with are professional, helpful, and always deliver exceptional results.”

Young business man talking on phone
Matt Walz

Managing Partner, Niedax CMS Limited

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