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Identify your goals Understand the KPIs Record and Report Analyse and Understand Recommendations and Next Actions Accountability THE WAYS WE WORK WITH.

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Presentation on theme: "Identify your goals Understand the KPIs Record and Report Analyse and Understand Recommendations and Next Actions Accountability THE WAYS WE WORK WITH."— Presentation transcript:

1 Identify your goals Understand the KPIs Record and Report Analyse and Understand Recommendations and Next Actions Accountability THE WAYS WE WORK WITH YOU Total Accounting Solution Xero Accounting Software Bookkeeping Monthly Performance Dashboards Quarterly Meetings We work with specialist Partners Professional and Personal Service Dedicated Accountant Holistic Approach – not just year end accounts

2 Identify your goals Understand the KPIs Record and Report Analyse and Understand Recommendations and Next Actions Accountability THE WAYS WE WORK WITH YOU Identify your goals Start with the end in mind Clear objectives Provides a reference to analyses performance People with goals earn 10x more than those without goals

3 Identify your goals Understand the KPIs Record and Report Analyse and Understand Recommendations and Next Actions Accountability THE WAYS WE WORK WITH YOU Understanding the KPIs “What gets measured gets done” Lag Indicators measure what’s happened Lead Indicators produce the results you want

4 Identify your goals Understand the KPIs Record and Report Analyse and Understand Recommendations and Next Actions Accountability THE WAYS WE WORK WITH YOU Record & Report We manage your accounting systems Minimise the time you spend on your accounts Full outsourcing option Monthly reports produced

5 Identify your goals Understand the KPIs Record and Report Analyse and Understand Recommendations and Next Actions Accountability THE WAYS WE WORK WITH YOU Analyse & Understand We analyse the numbers and performance You receive a simple to understand commentary on the businesses performance The information is distilled and focuses on the key issues

6 Identify your goals Understand the KPIs Record and Report Analyse and Understand Recommendations and Next Actions Accountability THE WAYS WE WORK WITH YOU Recommendations and Next Actions We provide our professional recommendations based on the performance against KPIs We discuss possible next actions with you We agree on the most crucial next actions to ensure you continue moving towards your goals

7 Identify your goals Understand the KPIs Record and Report Analyse and Understand Recommendations and Next Actions Accountability THE WAYS WE WORK WITH YOU Accountability Accountability is crucial to ensure actions are followed through We are always on hand to discuss issues and obstacles that you may come up against

8 Identify your goals Understand the KPIs Record and Report Analyse and Understand Recommendations and Next Actions Accountability THE WAYS WE WORK WITH YOU Throughout the year Identify Tax Planning opportunities Identify Remuneration opportunities Complete Year end Accounts Complete Business Tax Return Free telephone support Free support Contact us on us at


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