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Our process has been honed over many years, it is the foundation of all our relationships. Despite the fact that no two businesses are the same and may have vastly differing challenges or requirements, it has proved itself an invaluable tool time and again.

Knowledge

1 Understand your business

  • What you do – services/products
  • Financial and taxation position
  • Business model
  • Points of pain
  • Objectives

2 Understand you

  • Your financial and taxation position
  • Personal goals
  • Financial requirements

3 Understand your numbers

  • Actual financial and taxation position
  • Financial model today
  • How your business functions according to the numbers

Evaluate

4 Feedback/Insights

  • Match the numbers to your business objectives and personal goals
  • Highlight opportunities
  • Analyse obstacles

5 Open Dialogue

  • An open forum to discuss ideas for the futurenumbers

Strategy & Plan

6 Outline the future

  • Agree the business model
  • Agree your business objectives
  • Agree your personal goals
  • Agree the journey

7 Implementation plan

  • Short term requirements
  • Long term plan
  • Actions
  • Clear timelines
  • Milestones
  • Internal resource
  • Budget – financial commitments
  • Match our services to meet the requirements of the plans

Implementation

8 Practical implementation

  • Internal management
  • Internal controls
  • Clear lines of communication
  • Execute compliance work
  • Planned support
  • Reactive support
  • Review progress to stay on track

Ongoing Support

9 Planned ongoing support

  • Direct and regular access to one main point of contact
  • Practical day to day advice
  • Regular reviews against your business objectives
  • Forward planning with a focus on risk mitigation

Measure    Monitor   Empower    Improve

“they have helped me make informed judgments at every twist and turn and offer incredible value.”
Meon Valley Travel