Details.
Strategic planning, management reporting, cash flow forecasting and tax planning for owner-managed SMEs and growing businesses. Includes three-year forecasts and scenario modelling, rolling 13-week cash flow forecasts, monthly management accounts and KPI reporting, and sector-specific advice for construction, property, healthcare and hospitality businesses. Suitable for businesses preparing for funding, investment or a future sale, and companies that have outgrown their current bookkeeper. The process starts with a free consultation, followed by identification of quick wins, an agreed engagement plan and ongoing monthly or quarterly reviews.