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.

Projections

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.