We’re here to make a real difference to our clients. Delivering a high-quality, efficient compliance service is just part of that. Helping our clients to develop, improve, and grow their business is the next natural step. Our Business Development offerings are practical and tangible services that create long term value for clients.
If you’re keen to improve your business performance and financial results but don’t feel you are being supported enough by your current accountant - give us a call. We’ll arrange a complimentary Proactive Accounting Meeting to review your unique situation and discuss how we may be able to support you.
During the meeting, we’ll identify your burning issues, opportunities, and potential tax efficiencies, and establish goals and strategies to achieve them. We’ll also have a strategic discussion around the current and future direction of your entities.
Following the meeting, if required, we’ll prepare a proposal for services, with all costs priced upfront, whether this be strictly for Business Development work and/or compliance.
As a valued client, you’ll receive at least one Complimentary Client Review (CCR). In fact, this is an annual event for a number of our clients. The CCR is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities, and challenges so that you respond effectively. And of course, it’s an opportunity for our team to identify greater tax efficiencies and asset protection.
A great Business Planning process gets to the heart and soul of your business. Upon completion of pre-work, we’ll have a greater understanding of your vision and core values in order to facilitate a four-hour planning session to help you create a clear one-page Business Plan.
The outcome of this service is to identify and prioritize goals, both short term, and long term, create strategies to achieve your goals, enable you to review actual performance against targets, and establish a 90 Day Action Plan to address immediate and critical issues.
Importantly, this process eliminates a factor that is all too common in business - procrastination.
Cashflow planning is best practice in any business and critical to survival and growth. Our Cashflow Management service is designed to help you improve your Cash Conversion Cycle and maximize your cash flow. It will allow you to predict large cash outflows and respond to changes in your business.
Managing cash flow is all about your business processes. After preparing a Cashflow Forecast we’ll conduct a thorough review of your processes and identify any potential causes of poor cashflow so that we can treat the underlying issues.
We’ll meet with you on a quarterly basis to monitor, analyze, and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise a 90 Day Action Plan to ensure you implement improvement strategies for maximum results.
We’ve developed this service to enable business owners to understand the key drivers in their business. The better you understand your business, the easier it will be to increase your profits and free up cashflow.
First, we’ll help you establish what your key drivers are. These may be financial (e.g. gross profit margin), or non-financial (e.g. customer satisfaction ratings). We’ll teach you how to measure each KPI and set improvement targets. Once you’re confident measuring each KPI we’ll provide monthly coaching to help you implement a tactical plan focusing on the business processes and behavioral changes required to ensure improvement.
Investing a little time each week and making simple changes can dramatically improve your KPIs, thus positively impacting your business performance and personal life.
We’ll help you to understand your business better, enabling you to better manage your cashflow. Good management decisions rely on a sound understanding of the financial implications for your business. This service involves meeting with us every two months to discuss your financial results, culminating in you learning to produce and interpret your own customized financial reports on a monthly basis.
As a business owner, you can at times feel alone and unsupported, spending little time working on your business and trapped in the day to day technical aspects. Our Quarterly Coaching service provides you with increased accountability and support so that you achieve the results you want from your business. The outcomes include increased profitability and cash flow, customized reporting templates to measure actual performance against forecasts, and access to an expert sounding board to ensure you continue working towards your goals.
Succession Planning helps you clarify what you want for the future (taking into account business, personal, and family expectations) and define the steps required to turn that vision into a reality. At least 3 - 5 years is the ideal timeframe to make sustainable improvements; basically the more time you have for planning and implementation the better.
We’ll begin the half-day Succession Planning session with a presentation providing an overview of important considerations, succession options, and processes relevant to your business. We will then work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value, and vulnerabilities you need to manage, documenting them in a robust Succession Plan.
We’ll then set 12-month goals and quarterly goals and actions to achieve these. As a result, you’ll have a roadmap to guide decision making and ensure your business is in the best position to achieve maximum return on your hard work and investment.
These are powerful Business Development services that provide immense value and clarity. Get in touch by clicking on the below button:
Succession Planning helps you clarify what you want for the future (taking into account business, personal, and family expectations) and define the steps required to turn that vision into a reality. At least 3 - 5 years is the ideal timeframe to make sustainable improvements; basically the more time you have for planning and implementation the better.
We’ll begin the half-day Succession Planning session with a presentation providing an overview of important considerations, succession options, and processes relevant to your business. We will then work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value, and vulnerabilities you need to manage, documenting them in a robust Succession Plan.
We’ll then set 12-month goals and quarterly goals and actions to achieve these. As a result, you’ll have a roadmap to guide decision making and ensure your business is in the best position to achieve maximum return on your hard work and investment.
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These are powerful Business Development services that provide immense value and clarity. Get in touch by clicking on the below button:
8 Freetrade House, Lowther Road, Stanmore, Middlesex, HA71EP
0208 204 9911 | info@paul.co.uk
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