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Monthly Management
Here we help you gain and maintain control and direction in your business and personal financial matters.
So we're already taking care of your bookkeeping, but you think you might need a bit more.This area is about helping you maintain control and direction in your business and personal financial matters.
We can help you prepare budgets to optimise business performance. We can assist you in preparing, interpreting, and understanding the periodic reports that will monitor the critical areas of your business. We'll work with you monthly on these, and together we'll review your operating plan each quarter.
Budgets
Preparation of annual company budgets with breakeven levels and profit for desired owner salaries and return on investment. Computation of periodic sales targets required to achieve these budgets.Projections
Projected financial statements, forecasts and cash flow planning. Preparation for various projects such as property purchase, new business ventures and business expansions.Key Performance Indicators
Setup of executive trends report to indicate key ratios and patterns in your business. Instruction to company personnel on updating this report. Identification and tracking of key performance indicators.Tax Planning
A review before the end of the year, and forecasting with a view to minimising your tax liability
Oakfield House, 378 Brandon Street, Motherwell ML1 1XA
t: 01698 250 251
f: 01698 250 261