Project Description

Business Advisory

We focus on the performance of a business, understanding every part of the operation, its people, processes, current situation and future goals. Through a 3-stage process we capture where you are now, where you want to be and what does success look like.
With many businesses planning for growth, looking for new markets, improvements in margins and the future succession of all involved we know the key to this is not just in the planning but more in the delivery of actions. We introduce focus, structure and discipline with clear direction and a number of strategic objectives and how to deliver on them. You and your business will know where you’re going and what you are working towards and importantly how your success will be measured.
We will also be with you to support and underpin decisions in order to get you where you want to be. We’re genuinely passionate about helping you succeed and achieve your objectives; it’s what we are here to do.

Meeting your needs

We listen far more than talk and are experienced enough to look much deeper than the surface view presented. As accountants and advisers, we ask the right questions to enable us to help understand where you are in the development of your business.

Getting to know you and the business through the discovery phase provides us with good analysis to form a clear way forward. We work with you to uncover questions and issues raised and help you find the answers which in turn enable us to help you formulate an action plan.

Business strategy is a business one-page plan, designed to suit you and your goals. Together we’ll dig deep into your business to find out what really makes it tick, identifying the small things that can make a big difference.

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Once we have all agreed to the right plan of action for your specific goals we stay with you to support the implementation, or we can just act as a sounding board when required if you prefer.

Finding Gaps, Business Strategy, Action Plans and more

Create targets. Reach goals.

Business Strategy is a one-page plan designed to suit you and your goals. The Business Strategy and your business accountant come as a package. Together we’ll dig deep into your business to find out what really makes it tick, identifying the small things that can make a big difference.
Identify what is important to you.

Where do you want to be in 5 years’ time?
5 years sounds like a long time, so let’s break down your longer-term plan into months and set goals that matter here and now. Identifying the right KPIs can help transform the results of your business and your working life.
Together, we’ll create a measure

Smart targets. Once we have identified and agreed your most important KPIs you need to achieve them. Together we’ll set smart targets for you to chip away at each month.

Track it
Everything you need to know on one page. The Business Strategy gives you a simple monthly breakdown of all your KPIs, keeping you focused on your progress. Plus, we are here to help you! Your success is our success, so our regular one-to-one meetings and telephone contact will help you stay on track.

Achieve success
Receive the fruits of your labour. Hitting targets helps you improve the performance of your business, which shows up as increased profits, greater cash reserves and increased capital value for your business. All vital to your wider aims and dreams.

Raise the bar
Once you begin hitting targets let’s make them a little more ambitious. Your business one-page plan will continue to be a living, breathing, active part of running your business. Together we can help you achieve your ultimate business goals. What are you waiting for?

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