Your Business

As your business develops and grows, your requirements will change.  It stands to reason, therefore, that our services should change too.

No matter what stage your business is at, or what your personal ambitions are, we will tailor and adapt our support to match.

Starting out

Excitement, enthusiasm and anxiety are at a peak.  There is so much to organise and so much to decide.     

Organising the finances:

  • I need to know what the right accounting package is
  • What management information should I be looking at?
  • How can I handle VAT (and payroll)?
  • Do I have sufficient finance for the next 6-12 months?
  • My personal tax situation has changed. What do I do?
  • Should we be doing our own book-keeping?

Guidance towards growth:

  • Can you help me apply for a bank loan or overdraft?
  • Can I create more profit by doing something smarter?
  • I’m bound to have lots of questions – who can I call?
  • Now the ball is rolling, how quickly should I expand?

Growing business

Control is likely to be your biggest issue.  What are the right risks to take?  How can you keep the information you need at your fingertips?       

Keeping on top of the finances:

  • My business is growing.  I need help to keep on top of the finances and guidance on what I should be doing next
  • I need to be able to rely on the numbers I’m looking at
  • I want somebody to bring issues or trends to my attention
  • Is my overdraft adequate for the next 6 months?
  • My bank is asking for management information
  • Can I create more profit by doing something smarter?

Guidance on what to do next:

  • How can I build more value into the business?
  • How should I structure my medium term funding requirements?
  • Is it time to think about staff benefits?
  • How do I start to position for an exit?

Mature business

Your thoughts are likely to be turning to making your life easier, ensuring your business remains stable and, possibly, your exit strategy.  

Make my life easier:

  • I don’t want to be doing the books any more
  • I need to be able to rely on the numbers I’m looking at
  • I want to be able to look at the books when I’m away from my desk
  • I want somebody to do my personal tax return
  • Please take away any concerns about tax investigations
  • Can you introduce me to anybody useful?

Financial efficiency:

  • Are we taking all the right steps to minimise the tax bill?
  • Is it time to be reviewing the shareholdings?
  • Am I putting the right amount into my pension?
  • How do I start to prepare for an exit?

If you would like to discuss any of the questions, please contact us now.