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Planning

Planning

We will typically review our clients’ industry and detailed operations, whether a start-up or an existing business, with them to determine the key drivers and variables to their operations. We will identify the owner’s objectives and desired time horizons. We will then help to prepare business plans, and set annual budgets and projections.

We can determine the most appropriate structure for a new business, addressing ownership, management, tax and regulatory issues.

Having assisted with business planning and budgeting, our management accounting service will help to monitor actual performance against the plan.

We can:

  • Advise on business planning and strategy

  • Assist with budgeting

  • Prepare profit and cash flow projections