Services & Fees

Business Strategy

Strategic decisions and planning based on high-quality information is key to business growth.

What can we do?

Aside from supporting the strategy and planning of your business through the provision of high-quality information, forecasts and projections, we can provide a range of innovative solutions to the problem of making and disseminating your decisions.

Initially, you might want to commission Bespoke Reports on the internal and external information that is pertinent to your decision. We are extremely well qualified to report on the financial data that you have already collected in intuitive and innovative ways, as well as to implement new systems of data collection specific to your current needs. In addition, we bring to the table a sound understanding of a wide range of business environments through our own entrepreneurship and our extensive network of contacts.

When you have the information you need, we offer you access to a huge range of solutions for modelling the impact of potential decisions on the future performance of your business. This future orientated approach will help you to ensure that the decisions you make now are the right ones. And once you’ve made your decisions, if you’re so inclined, you can monitor their impact in real time through our cloud-based package. This will merge seamlessly with your existing accountancy software to produce cashflow forecasts and profit/loss projections, and even distil the key information for you into an impressive-looking pitch-ready document that intelligently describes your objectives alongside your current performance.

  • Innovative solutions
  • High-quality information
  • Bespoke reports
  • Forecasts and projections
  • Impact modelling
  • Real-time software

Further Reading

Business Strategy

Every successful entrepreneur knows that the value of action in the present is largely determined by its impact on the future of the enterprise. Short-term gains are all very well, but a truly exceptional company will always consider its long-term performance and stability, and may even accept short-term deficits in favour of future gains. This is strategic planning and it is composed of two distinct parts:

Strategy is the overall direction that an enterprise is taking – its long-term goals, its position in the market with respect to competitors and its business model. Strategic decisions are typically broad and unstructured, encompassing the full sweep of a company’s activities. They require the provision of comprehensive external information, historical data about the performance of the enterprise in previous years and often rely on detailed Competitor Analysis.

An example of a strategic decision might be the funding of an online advertising campaign that uses cookies to track the browsing behaviour of visitors to a corporate website and pushes ads for the company through google or facebook that are nuanced according to the other sites they have visited. In terms of its factual content, this decision consists of nothing more than an agreement to release a certain amount of funds, and a loose set of objectives for how this money should be spent. It is then up to the directors and the management team to communicate the spirit of this decision to their own teams, and to the marketing agency engaged to deliver the end product.

In order to be confident that the decision they have made is the right one, the board of directors must have access to information of the appropriate quality, type, scope and detail. A full discussion of the issue of information quality is provided here but broadly speaking, strategic decisions rely more heavily on projections and on an assessment of external market conditions.

Planning activities are typically more structured and contain specific details about how a particular change is to be carried out. Plans might include documents like Budgets and Forecasts that specify how resources should be allocated, how production and/or sales techniques should be altered, or how the business is intending to grow through the coming quarter. The original planning document that all businesses rely on is the Business Plan, which contains detailed operational data about the trajectory of the company through its life.

Planning decisions typically require more detailed and historical information about a business’s performance, as well as projections, which may vary in their scope and detail. The marketing example given above might require the production of a budget to cover implementation of the various aspects of the campaign, including fees to the third party, IT support and the projected costs of evaluating and processing information gathered from it. The overall business plan may need to be amended in light of the anticipated response of a competitor to this rather obvious manoeuvre.

The principles of data quality that apply to planning decisions also apply to strategy. Without the appropriate type, detail and quality of information, the decision is likely to be a poor one.

Traditional Accounting

Dedicated Contact

Communications with HMRC & Companies House

Company Secretarial

Self Assessment Tax Return

Annual Accounts

Annual Returns

CT600 (Company Tax Return)

P11D

VAT

Payroll

CIS

Bookkeeping

Monthly Management Accounts

Accounting Systems Set-up

Business Startup – Company Formation

Tax Planning

Smart Accounting

Bespoke Reporting

Cloud Accounting

Financial Forecasting

Financial Goalsetting

Benchmarking and KPI’s

Dashboard Monitoring

Alert Monitoring

Virtual / Part-Time Financial Director / CFO

Non-Executive Director (NXD/ NED)

Cost Analysis

IT Services

Disaster Recovery Systems

Business Strategy

Workflow Management

Competitor Analysis

Monthly / Quarterly / Annual Performance Meetings

-->