Our ‘Value Added Services’ Packages

Gone are the days where your accountant is just a number cruncher, providing a set of figures which many don’t really understand, other than the tax to pay and the profit. A good relationship with an accountant will mean that you are both working towards YOUR goal, and the accountant is providing you with the pattern analysis which your figures reveal, to provide you with the information you need and a sounding board to bounce off, to help you keep moving forward. This frees you up to get on with what you love doing best, comfortable that the business is moving with you, in the direction you need.

As your accountants (or advisors with access to recent accounts) we can help you take a more objective view of your business. For example, determine which key business ratios you need to keep an eye on, identify your key business drivers with you –the key inputs and activities that drive the operational and financial results of a business. Do you know where, in your business, a small change can make a massive impact? what are the core values of your business which you and your staff need to keep at the back of every communication with customers? This is where we kick in.

The BUSINESS MANAGEMENT REPORT is an easy to read, clear and vital report which analyses your figures and creates a critical evaluation of what your figures reveal about your business, providing an objective insight and overview and helps you evaluate your progress, which may not be immediately obvious when you are head down, hard at work. We generate this report to help you make the right decisions about your business and help you prepare for the future.

The Business Management Report includes:

• CASH FLOW FORECASTS
• STATEMENT OF CHANGES IN EQUITY
• BUDGETS
• BUSINESS PERFORMANCE REPORTS
• EXECUTIVE SUMMARIES
• TRACKING SUMMARIES

This report comes free of charge with the three packages we are offering. Please contact David: david@theaccountancypractice.com to discuss the charge for this service if you interested in buying it as a stand alone product.

 

BRONZE

• Using your accounts as a starting point we review the past performance against your expectations
• review your sales activity, discuss future goals and how you will achieve them
• assess recurrent problems which are holding you back or affecting your quality of life
• discuss future plans and untapped potential for the business
• create a set of SMART business goals (Specific, Measurable, Achievable, Realistic and Timescaled)

Together we will generate a six month action plan as well as goals for the next twelve months. The follow up meeting can take place in the office (ideally) or over skype. Includes a FREE Business Management Report which is explained above.

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SILVER

Lengthier, more detailed business planning meeting with an additional holistic focus and quarterly review meetings, a FREE Business Management Report plus ONE tailored session with Helen Thomson on one of these vital business development options – including Organisational Roles Review and Tailored Staff Appraisal system, Company Vision and Core Values, Your Sales and Marketing Plan, Coaching in Sales and Customer Service, Business Leadership Skills, Personal Skills Development (incl time management, motivation, negotiation). Click here to find out more about the areas these sessions cover.

• Review the past performance using your accounts as a starting point
• provide coaching on understanding your accounts, make them work for you
• identify your key performance indicators and measure against them
• review your sales activity and your sales message and check consistency across all marketing platforms
• discuss future opportunities for generating social media content and stories to local press/radio
• assess recurrent problems which are holding you back or affecting your quality of life
• review areas of life where you would like to make changes
• discuss methods for personal management which include creation of ‘space’ and focused thinking
• discuss future plans, ideas for growth and review past successes
• determine if there is untapped potential for the business to be more profitable/efficient/innovative
• create a set of SMART business goals which address staffing, sales and systems
• quarterly skype or face to face follow ups to help you keep to the plan

We will meet every 90 days to see how you are getting on and discuss any issues which are holding you back or opportunities you’ve uncovered in the process, giving you a focus and providing an extra pair of ears to keep you on track.

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GOLD
The full works, providing a mentoring and coaching service.

Begins with an all encompassing business planning meeting incorporating these elements
• review the past performance using your accounts as a starting point
• provide coaching on understanding your accounts, making them work for you
• identify your key performance indicators (KPI’s) and create a plan to measure against them
• review/create your sales plan, clarify your sales message and check consistency across all marketing platforms
• discuss future opportunities for generating social media content and stories to local press/radio – help can be provided from us
• identifying problems which are causing or affecting your quality of life
• review areas of life where you would like to make changes
• create a plan for implementing solutions
• discuss methods for personal management which include creation of ‘space’ and focused thinking – meditation and mindfulness
• determine if there is untapped potential for the business to be more profitable/efficient/innovative
• discuss your ideal future and create a plan to achieve it

• create a set of SMART business goals which address staffing, sales and systems which start immediately and cover a five year plan

• Involves an additional significant holistic focus on suggestions for living your ‘best life’ which are addressed four times a year
• quarterly business goal review update sessions (face to face)
• monthly mentoring meetings (skype)
• weekly phone follow up
• practical suggestions for incorporating meditation and mindfulness into your life
• a FREE Business Management Report
• plus TWO tailored sessions with Helen Thomson on one of these vital business development options – including Organisational Roles Review and Tailored Staff Appraisal system, Company Vision and Core Values, Your Sales and Marketing Plan, Coaching in Sales and Customer Service, Business Leadership Skills, Personal Skills Development (including time management, motivation, negotiation). Click here to find out more about these sessions.

Get in touch now to discuss this further

Contact us

Please get in touch if you are interested in any of our services and are ready to get started, or just want to find out more. Our direct contact details can be found below, or see more on our contact page.