A COMPLETE ROADMAP

Appointing an accountant or a CFO is an important decision. We acknowledge this give this important decision the full respect it deserves.

Our relationships start with initial discussions, we call it MAP session and guide you through a personal journey to clarity.

WHAT THE JOURNEY LOOKS LIKE

  • 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.
    • Leverage your time effectively.
    • We provide a sounding board.
    • Revise training & support needs.

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