Business Planning and Support | WDM

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Business Planning and Support

With over twenty years experience of advising individuals and firms of varying size and complexity throughout Scotland, WDM is one of Scotland’s leading independent firms of Chartered Accountants and Business Advisers.

We can help you take a holistic approach to your business with a view to creating a comprehensive business planning strategy.

Sage Consultancy We provide training and consultancy services on Sage software and can also provide back-up support cover for businesses when the need arises e.g. holiday or maternity cover. 

Cashflow and Budgets

To help you manage your money more efficiently WDM will prepare annual company budgets with break even levels and profit for desired owner salaries and return on investment. In addition, we will compute periodic sales targets required to achieve these budgets.


We can prepare projected financial statements, forecasts and cash flow planning as well as preparation for property purchase, new business ventures and business expansions.

Key Performance Indicators

We can setup an executive trends report to indicate key patterns in your business and instruct your company personnel on updating this report and how to identify and track key performance indicators.

Tax Planning

A review before the end of the year and forecasting with a view to minimising your tax liability.

How can we help?

All of our services come with completely FREE and UNLIMITED SUPPORT. Request Your FREE, No Obligation Meeting Today in which you will be given at least 3 business maximisation strategies. Call 01698 250 251 or use our online enquiry form or email us. Even if you decide we’re not the accountants for you, we will give you a FREE copy of 11 ways to double your customer base in 4 weeks with proven strategies to win customers, boost margins and take more money home
7 Questions you must ask an accountant
How To Grow your business by 46.4% - Special Free Whitepaper
To get the free whitepaper, simply enter your name and e-mail address below and click the Get FREE Whitepaper button. You will receive an email shortly with your FREE Whitepaper pdf from our team...

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From the opening of our store to the eventual sale of four stores seventeen years later, WDM have provided invaluable assistance all the way along. They are more than just an accountant to us and we couldn't speak highly enough of them.

Pat McKenna - McDonalds Franchisee
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