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OUR PACKAGES

Your Financial Freedom Journey

To help you choose the right Package for you - Can you pinpoint where you are?
Start Out


Starting Out - Accounting & Tax

Create Goals & Vision


Starting Out - Accounting & Tax

Design Business Model


Starting Out - Accounting & Tax

Understand My Numbers


Scaling Up - Virtual Finance Director (VFD)

Develop a Strategy


Scaling Up - Virtual Finance Director (VFD)

Optimise Operations


Scaling Up - Virtual Finance Director (VFD)

Create Accountability & Track performance


Wealth - Financial Freedom & Exit

Build Value


Wealth - Financial Freedom & Exit

Structure for Sale


Wealth - Financial Freedom & Exit

Retire or Exit

Exit

Starting Out - Accounting & Tax

You are just starting out on your journey, excited about your future - but how and where do you register your business? What’s the best business structure? There are many questions: we will always have your back and keep you compliant, but crucially, when you’re ready for more we’ll be there to support you.

Perhaps cash is tight and there’s never enough time; you don’t really understand your accounts, the jargon in them, and how the tax system works? You know your business isn’t achieving its potential, but can’t quite put your finger on what’s holding you back…
You want help to understand your numbers enough to manage cashflow, to make sound business decisions and be clear on what costs are allowable for tax, to know how much tax is payable and when to avoid expensive fines, meaning you take home more of your hard-earned money and have time to enjoy it.

  • Define Goals & Vision: Decide on your personal goals & check if the business can deliver.
  • Create Business Model: Design Business Model – Get the basics right: business structure & clarify which numbers are important & why.
  • Understand Your Numbers: Software Automation & Monthly Reporting: Get clear on business drivers, set up reporting to track the numbers that matter.

Then you can discover and explore the opportunities and threats they highlight in the road ahead.
We have split this Package into 3: Accounts & Bookkeeping, Your Company Accountant & Your Financial Controller, to give you more targeted help, within your budget, depending on where you are in the journey.

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Scaling Up - Virtual Finance Director (VFD)

Your business has grown to five or more employees and a big turnover: life is good. But you are still frustrated, working long hard hours, and there is still not enough money for the life you really want. Perhaps it’s time to add a senior financial professional to your team - A capable full-time Accountant or Finance Director would be expensive, well above £60k, but you could add Virtual or Part-time Finance Director at a cost you can afford.

You want to scale the business to increase profits, so you have more cash, time and freedom. With that success you are understandably nervous about your tax bills: you need help to plan for & reduce your tax bill, and know how much is payable and when, to avoid expensive fines.

  • Develop a Strategy: Clear Vision & Financial Strategy to build the business you want – Clarifying 3-5 years business goals, as your North Star.
  • Optimise Operations: Expand Customer Base, Strong Team, Streamline Processes.
  • Create Accountability & Track Performance: Set milestones, Track performance & get accountability to make sure you get there there: Someone, to challenge and chase you.Because what gets measured gets done.

You need a critical friend to help you find perspective, make the best of where you are and where you want to be. That comes from taking a good hard look at the numbers, which tell their own story, with someone who speaks the language.
Would it help you to have someone on your team who understands you, the language, has done this before and is a senior capable Finance Professional? But don’t think you need that someone full-time just yet. No problem, we can help, with our Virtual Finance Director service, by being there part-time or just when you need us, at a cost you can afford.

Very few Accountants offer this service, why not book a meeting to find out more.

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Need more help?

Book a Call now!

Wealth - Financial Freedom & Exit

Your best opportunity as a business owner to achieve financial freedom is to build up a valuable business. But how do you do that?

Or, you are a successful employer and feel responsibility to your team, their families and your own family. If something happens to you, what happens to them? Have you got a plan? Let’s plan for both these scenarios together. You want enough money to do what you really want: holidays, quality time out, the house, the car and spare cash. Perhaps a business you can sell (or pass down to your children), or to cash in on all that hard work when you want to stop working or do something else, instead of just shutting the doors & throwing it all that hard work away – you could cash in & maximise your return. To get there you will not only need discipline and systems, but also the right people around you, to make sure you get the best return on the investment you deserve. Do it as quickly as possible, because life is short. What do you need to do?
  • Build Value: Create Business Growth using: Sales Drivers, Margins, Team, Systems, Create a track record, due diligence & de-risk from a buyers perspective. Track your business’ value against target exit value, so you know where you are in the journey.
  • Structure For Sale: 5 year business plan, Organisation plan, decide on target business value for Exit. Plan & systemise operations to maximise transferable value.
  • Plan For Retirement: Decide on Your Valuation for Sale & check its Transferable value matches, consider the tax implications to keep as much as possible, and prepare a deal proposal.

To do all this it helps to have someone to hold you accountable and encourage you to create the business and lifestyle you deserve. But above all, someone who cares about you fulfilling your business potential.

Less than 1% of Accountants offer this service. We can help you with this, why not book a call now to find out more?

Contact Us to

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Need more help?

Book a Call now!