Appointing an accountant or a CFO is an important decision. We acknowledge this and would give this important decision the full respect it deserves. Our relationships start with Initial discussions, we call it MAP session.
WHAT'S ON
THE MENU
Breakthrough session
Your goals for your business and how you plan to achieve them.
How your business goals tie in with your personal and lifestyle goals
Issues and challenges you are facing in your business, e.g. growth, cashflow, succession, etc.
Kick off Call/Proposal Meeting
Presenting you with choice of packages that fit your needs
A detailed walkthrough of the services mentioned/chosen.
Adding any other services if required.
Presenting you with a proposal
Q&A session
Post kick Off Meeting
Where we present our plan to help to achieve your goals.
An introduction to our team and your points of contact
Registrations and KYC
A timeline
Links to help documentation and other resources.
Quarterly CFO Meeting & Financial Statements
KPIs
Cashflow
GP Review
NP Review
Sales Channels Analysis
Labour Cost Analysis
Performance against set targets
Accounts Payable review
Benchmarking
Tax Planning Meetings
Salary Analysis
Dividend Analysis
Personal Taxes
Corporate Taxes
One off Meetings
What If Analysis/scenario planning
Tax Efficient non-Cash Benefits
Perks
Annual Accounts Review Meeting
Celebrate your wins.
Reset key initiatives.
Adjust goals and redefine what success looks like.