Advice & Planning
To enable your aims and ambitions to be fulfilled, we believe that it is essential to seek advice at a very early stage to assist you to plan ahead rather than trust in luck to achieve success.
We recognise that you may be reluctant to seek advice for fear of the costs involved and we can therefore tailor our services to target your specific needs. Good financial advice should be a benefit and not a cost, as we aim to assist you in finding ways to enhance the growth and profitability of your business.
The provision of reliable information and data is paramount in enabling you to constantly monitor and assess the financial state of your business. We would be pleased to assist you towards these goals with:
- º A Business Plan - the production of your initial business plan in setting budgets and targets. Monitoring and evaluating the business' progress compared to those targets and subsequently updating as necessary.
- º Cash-Flow and Profit Projections - prepared both for your own information and for production to aid applications for funding. This may be for start-up situations, ongoing day to day bank support or for acquisition and growth plans.
- º Accounting Systems - initial setting up of effective systems, advising on changes to make the process less time consuming and providing helpful back-up in dealing with day to day problems, should they arise.
- º Management Accounts - we can prepare monthly, quarterly or six monthly figures from your systems to enable you to gauge your business' progress. Alternatively, we can help you to produce your own reliable information by writing or enhancing the reports available from your software package.
- º Finance - we are able to help you assess the most cost effective and tax efficient way to fund asset purchases, business growth and acquisitions.
- º Business Disposals and Succession - We can advise on the timing and method of sale to both enhance the proceeds and minimise the taxation implications. We can also assist, if necessary, with the funding required to enable the business to be successfully handed on to the next generation.
