OUR PACKAGES
Your Financial Freedom Journey
To help you choose the right Package for you - Can you pinpoint where you are?
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
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 so many questions: you just want someone to always have your back and keep you compliant. Perhaps you’ve been doing this for a while and want some more help?
You struggle to keep your accounts up to date, waste a lot of your time doing this and still feel you’re not keeping up? Cashflow is a struggle, and you don’t know how much profit you’re making until you get your annual accounts, so it’s difficult to budget for your tax bill because you don’t know much it will be?
Maybe your business isn’t achieving its potential, but can’t you quite put your finger on what’s holding you back?
There is a better way: you can get help to see what your numbers are telling you and what they mean. If you really want to know what’s happening in your business, you need to take a peek under the bonnet and look at your numbers at least once a month. You not only want to know where you are now, but also to achieve and fulfil your potential.
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.
We can help you understand and use your numbers. Help you with cashflow issues, and make sure you have the right funding in place, using strong proven strategies. We help you to:
- Create Business Model: Design Business Model – Get the basics right: business structure & clarify which numbers are important & why.
- Define Goals & Vision: Decide on your personal goals & check if the business can deliver.
- 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 your company has hit a ceiling? Don’t worry this happens to every single business during its business life, it’s a natural process … so could you use some help to navigate your business journey? Most businesses fail or don’t achieve their potential because they don’t have a handle on the numbers, or the owners work in and not on the business.
You want to scale the business to increase profits, so you have more cash in the bank, more 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. Most successful businesses use external experts to hold them accountable to get the right things done.
Every large business has an FD that sits on the Board of Directors, so perhaps it’s time to add a capable experienced senior financial professional to your team, who has done this before. A capable full-time Accountant or Finance Director would be expensive, above £80k. But you could add a Virtual or Part-time Finance Director at a cost you can afford.
If you are required to have a Non-Exec FD on board to give your financiers the credibility and comfort required, we can perform that role too at no extra cost.
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 a valuable business that you can sell. But how do you do that?
You are, or want to become, 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?
Statistics state that at least 50% of business owners are forced out. Usually by Distress, Disagreement. Disease, Divorce or Death. So, whether you’re planning to exit your business soon or in the distant future, it is vital to consider exit planning to safeguard your interests, and optimise the timing.
You might want to sell up your business or pass it down to your children, but most of all to cash in on all that hard work when you want to stop working or do something else. So, you need a plan to cash in & maximise your return, and not face having to just shut the doors & throw all that hard work away.
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: a medium term business plan, Organisation plan, decide on target business value for Exit. Plan & systemise operations to maximise transferable value building a business that isn’t solely dependent on you.
- 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. Making sure that when you decide to sell, you never need to worry about running out of money and be able to do what you really want: the holidays, the house, the car, and plenty of money in the bank.
Less than 1% of Accountants offer this service. Do it as quickly as possible, because life is short, and you deserve this opportunity. Why not book a call now to find out more?
Contact Us to
Find out More
Need more help?
Book a Call now!
