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Break-even Analysis

The level of goods or services you need to sell in order to cover costs is one of the most fundamental pieces of financial information a business owner requires. We will work closely with you to calculate this information to help you manage your business.

Budgets and Forecasts

We will work with you to set budgets and prepare financial forecasts to help you make business decisions and identify any potential future funding gaps and work on solutions to bridge those gaps.

Business Plans

Whether you are looking to start up a new business or develop an existing one, we will work closely with you to prepare a professional business plan which can be used for presentation to potential financiers. Even if you do not require external finance, is business plan is a vital tool to help you really think about what your business needs to do and what you want to get out of it. 

Exit Strategy

If you are planning on selling your business in the next 5 years, now is a perfect time to start planning to make your business as attractive and marketable as possible by the time year 5 is here. It’s easy to think that 5 years is a long time, but remember: it’s been over 6 years since the London Olympics!

Succession Planning

If you plan on retiring in the next 5 years, we can help you plan now for your successor taking the reins to ensure a smooth transition, continuation of your trade, and protection of your goodwill. 

Business Strategy

Working with you to identify where your business is now and where you want it to be, we will assist you with planning a path from one to the other and analysing your business’s strengths, weaknesses, opportunities, and threats.

Cost/benefit Analysis

If you have a particular project in mind, we can help you weigh up the financial pros and cons of undertaking that project to establish its economic viability

Variance and Ratio/KPI Analyses

We can help you set and monitor key performance indicators (KPIs) so that you know how well your business is performing against the standards that matter to you

We will compare financial results against trend expectations and/or previous budgets/forecasts and investigate any spikes or dips. This will really help you, as a business owner, to think about what you have done differently and how it has impacted upon the business’s profitability.

Remuneration Planning

We want you to get the most out of your business. Allow us to help you structure your pay in the most effective and tax-efficient manner to make your business work for you.

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