Legal & Compliance
Keeping you legal and compliant by ensuring you are adhering to all the complex tax rules and deadlines in your tax returns.
Management Accounts
Monthly or quarterly information on your business. Providing you with up to date information on which you can make informed decisions.
Cash Flow Projections
Lack of cash is the single biggest reason for businesses to fail. Understanding the cash demands on your business over the coming weeks and months, allows you to put plans in place and proactively manage your cash situation.
Business Advice & Training
Being a business owner can be lonely. Who can you talk to about the pain points in your business or your future plan? Who can you ask for a second opinion when making important business decisions.
Training
We can provide training in Quickbooks, bookkeeping, credit control and many other skills required in your business
Tax Planning Strategies
We can help you plan for your tax liabilities and suggest ways to mitigate your tax bill
Growth Coaching
If you are looking to grow your business, Jo can work with you on overcoming the hurdles and accelerating your growth
Pricing Strategies
Are you confident that your pricing is optimal? Should you discount? Jo can work with you to ensure you are maximising profitability through pricing
Benchmarking
How are you performing compared to your competitors? We can give you an insight into where you fit into your marketplace and how you can use this data to improve profitability
Business Valuation
If you are thinking of buying or selling a business, we can provide a valuation, or challenge a valuation provided by a third party. We can also work on strategies for improving the value of your business if you have an exit strategy and provide due diligence services as part of a business acquisition
HR
If you employ anyone, then it is likely that at some point you will need advice on the statutory rights of your team members. Holidays, sick pay, contracts of employment, dismissal etc
Insurance
All businesses need to have adequate/relevant insurance cover in place. You will need to speak to an insurance broker to ensure you have the correct cover in place
Lenders
If you need access to finance, either from a bank, other finance provider or equity investor, we can support you in this process and introduce you to best provider for your particular need
Banking
All businesses should have a business bank account
Legal
Whether it is conveyancing, or you are embroiled in a dispute, or just needing assistance in collection overdue invoices. You may need legal support from time to time
IFA
If you are looking for Pension or investment advice, then we can point you in the direction of an independent financial advisor who can give you the advice you need in this area