1. Services

Performance Measurement and Improvement

We specialise in performance measurement and improvement using our skill with numbers to help you manage and improve everything that really matters to you; your family and your business to include profit, income, tax bills, bank balance, business value, personal wealth and work life balance.

We work with you to identify your business needs, generate key improvement possibilities and determine your key success drivers to improve your cash flow and profit.

We help you establish where you are now, where you want to be in say 5 years time and formulate an action plan to bridge the gap.

Our overriding principle is to act as a Trusted Advisor.

Benchmarking Review

• We can carry out a detailed benchmarking review to measure the performance of your business against other businesses within your sector. Our report will highlight those areas where improvements can be made to your profitability and cash flow position.

Business plans and cash flow forecast and budgets

• Every business should plan ahead to ensure success but daily business pressures often conspire to delay the strategic planning process. Financial forecasts are a crucial part of any business plan and we will ensure these are both meaningful and robust. Knowing your numbers is vital to making decisions.

Business Tax Planning

• We can carry out a detailed tax planning review two months before your accounting year-end to ensure you are aware of any opportunities to minimise your tax liabilities and possibly create more wealth for you.

Personal tax planning

• We can carry out a personal tax planning review in February to ensure you are aware of any opportunities to minimise your personal tax liabilities and possibly create more wealth for you.

Company Car Planning

• We can carry out a planning exercise each time you consider buying a new vehicle to ensure you are aware of the most appropriate method of finance and the minimisation of tax liabilities.

Quarterly Management Accounts

• We can prepare management accounts from your accounting records, including graphical and ratio analysis.

Economic concerns support session

• A meeting to discuss how we can best help you weather any current economic challenges your business faces and work with you to create an action plan that you can use to take your business forward.

Inheritance tax planning

• Avoid paying tax again on wealth you have accumulated and been taxed on already. Our tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.