Beryl delivered a great workshop and gave some excellent insights on how to get our message across to our clients.
Is your accountant helping you to actively understand what your accounts show, in plain English, and the calculations you can make to drill down to the really useful information?
If not, you are missing out on the chance to improve your financial trends and subsequently your headline results.
During your accounts clearance meeting with Sibbalds we will help you interpret and understand your results fully. We will also take you through the financial trends in your business and the tax savings you have made.
A five year summary of these statistics will help you see the bigger picture of how well your business is performing
You can use your accounts as a basis to improve your future results.
Or you can produce them just to fulfill your legal obligations.
During your accounts clearance meeting, we will hold a discussion about where your results come from. The underlying numbers that don’t appear in your accounts but drive the success of your business. Some commentators would call these your ‘KPIs’ (Key Performance Indicators).
We’ll look at these numbers in the context of your marketplace and the strengths and weaknesses of your business. So you benefit from some ‘quick win’ ideas to exploit your business potential and drive up your profitability
Does your accountant help you understand how your business results are serving your own life?
You’ll leave your accounts clearance meeting:
knowing what your accounts mean and the key financial trends they reveal
knowing what you can do in the short term to drive up the profitability of your business
knowing which areas of your business have the potential to improve your results and how you can tap into this potential in the medium term
During your accounts clearance meeting you will have the chance to review your personal goals for the next one to five years and whether your business results are serving these goals. And we’ll suggest what you can do to better align the two and create the life you want.
- marketing workshop 2
We moved to Sibbalds 18 months ago, after we had previously spent the last 7 years working with large regional firms. We didn’t feel like we got the service we deserved, or the support we needed to grow the business and minimise our tax liabilities.
David Bowler and his team have helped us in so many ways, from producing quarterly management accounts and pro-active tax planning, through to completion of our P11D forms and annual returns. They are always available at the end of the phone to answer our queries, and best of all they actively look for ways to help us and recommend ideas that can help us improve our profits.
They are professional and reliable, and we think of them as part of our team and would highly recommend them to other business owners who want to improve their business performance – in fact we have done so on a number of occasions!Andrew Constantinou
Managing Director, George’s Tradition
Expertly put together, encompassing all aspects that are needed in trying to grow a business.marketing workshop 1
Free no obligation consultation
We offer a free no obligation meeting where we can assess your needs depending at what stage of the conversion process you are at. Our fees are fixed and any additional services required are always agreed in advance before work is carried out.