- Advise you on the best banks for your needs
- Use our established relationships with the local banks to introduce you and assist in opening an account
- Prepare business plans and assist with raising finance
Registration with Authorities
For registration with HMRC & other compliance authorities we can assist with…
- Advising if you need to or if it would be beneficial to register
- Completion of the registration forms and formalities
- Advising on the best to registration suitable to your business
In addition we can assist with…
- Completion of Returns (VAT,PAYE, Corporation tax) or training on how to complete them
- Tax planning
- Dealing with any contentious disputes that arise with Customs
- Attendance at inspections
Business Support Sessions
Our business support sessions are a planned series of sessions to support you in developing your business. We listen to your issues and provide constructive feedback and ideas.
They can be monthly, quarterly or six monthly.
They are ideal for…
- Business owners that have little other support. Employees come to you with their problems but who do you go to?
- Those needing a fresh pair of eyes to suggest new ideas – most great ideas come from those outside of the immediate business!
- Helping you focus on working ON your business, not IN the business
- Anyone who needs to set time aside to focus on key business issues
The sessions can be used to cover any or all of the following…
- Review of management accounts and information
- Business strategy
- Comparison of where you are in relation to goals
- Business growth and marketing ideas
- Employee issues
- Cost saving strategies
- Tax saving ideas and queries
An agreed action plan is formulated from each session that we produce for review of progress at the next business support session.
Budgets and Forcasts
An independent financial adviser can assist with all of the following…
- Life assurance
- Critical illness
- Income protection
- Elder care
- Private medical
- School fees planning
If you would like us to supply you with details of an independent financial adviser, please contact us. We can also attend any meetings you may arrange.
Business plans are also regularly needed to support finance applications, especially bank lending.
We can assist with all aspects of the business plan including…
- Business strategy and goal setting
- Cash flow forecasts
- Profit forecasts
- All written elements of the plan such as business background, marketing plan, SWOT analysis, markets, competition and all of the other key elements that need presenting in the most suitable way to lenders
After you’ve produced the plan, you need to monitor how you are doing against the plan and we can help you with this.
Our Business Healthcheck service is designed to identify the health of your business to produce a list of recommended areas where there is opportunity for improvement.
The healthcheck can help with…
- Producing a valuation of your business
- Reviewing the management information systems and reports used
- Goal setting and how you measure where you are against those goals
- Identifying the blocks that are stopping you from getting where you want to be
- Benchmarking against other businesses in your industry – do you know how you compare to the best and the average in your industry
- Helping you with working ON your business as opposed to IN it
- Development of key performance indicators
- Review of marketing strategy, USP’s, customer service levels to assist with business growth
- Pricing strategy review
- Review of systems to identify cash flow needs
- Review of systems to develop the potential of your team
- Review of disaster recovery planning – death, loss of key personnel, fire, computer failure, etc