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Financial Management Paish Tooth provides so much more than just an accounts preparation service which your business calls upon once a year. We like to.

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Presentation on theme: "Financial Management Paish Tooth provides so much more than just an accounts preparation service which your business calls upon once a year. We like to."— Presentation transcript:

1 Financial Management Paish Tooth provides so much more than just an accounts preparation service which your business calls upon once a year. We like to take the time to help you fully understand the commercial health of your business and become your trusted financial partner. By assisting you in developing and implementing a robust business strategy, we can help you confidently plan for a successful future. Accountancy Tax Planning Wealth Management Financial Management Xero Cloud Accounting Outsourced Accounts Management Accounts Business & IT consultancy Forecasting and cash flow projections Benchmarking and KPIs Profit improvement planning Start-ups Exit strategies Management Accounts If you have up-to-date, relevant and quickly-produced management accounts information, this allows (…)

2 Management accounts If you have up-to-date, relevant and quickly-produced management accounts information, this allows you to make all the right decisions for your business. Some of the features of our comprehensive management accounts service include: monthly or quarterly management accounts, reporting on key performance indicators, help with producing your own information, actual performance compared to budget, and costing information including break-even turnover levels. Business & IT consultancy If ever you feel the need to turn to someone for business support, at Paish Tooth we offer a series of monthly, quarterly or six-monthly sessions designed to help you focus on developing your business. We listen to your issues and provide constructive feedback and fresh ideas covering any or all of the following: review of management accounts, business strategy, marketing ideas, employee issues, cost saving strategies and tax saving ideas. We can also point you in the right direction if you need advice on suitable payroll software, online accounts packages, contact management software or management reporting solutions. We will produce an agreed action plan from each session to keep a review of progress. Forecasting and cash flow projections Regular profit and cash flow forecasts are vital if you are a business owner or manager, as they provide both you, and your potential finance providers, with critical information about the life of your business. We provide assistance on preparing cash flows, budgets and business projections, whether for a loan provider or to assist you with financial planning to ensure the successful running of your business. Accountancy Tax Planning Wealth Management Financial Management Xero Cloud Accounting Outsourced Accounts

3 Benchmarking and KPI's Ever wondered how you truly rate against your competitors? We offer a benchmarking service using the latest software solution, which allows you to see how you compare in key areas such as industry averages, sales levels, growth rates, profit margins, debtor days and liquidity. We can use this information to then help you identify the areas which offer you opportunities for improvement. Profit improvement planning Do you have a plan in place for business growth? Our business growth services include: Setting goals and an action plan to get you where you want to be Bench-marking against other businesses in your industry Marketing strategy and performance monitoring Customer service systems to help wow your customers Pricing strategy Lead generation systems Improving the potential of your team members Measuring and testing everything so that you can continually improve. Accountancy Tax Planning Wealth Management Financial Management Xero Cloud Accounting Outsourced Accounts

4 Start-ups Starting a new business is exciting, even when you already have several. But deciding what type of company you need to set-up, and how and when to form it, is much easier with expert advice. We take a special interest in start ups, and whether you just need help with the formal start-up procedures, or if you’re after more pro-active business advice to help ensure your success, we'd like to help. Our key start-up services can include: business structure planning, cash flow projections, company formation, profit improvement planning, establishing KPIs and bookkeeping. Exit strategies Business exit and succession planning advice is one of our key areas of expertise, having successfully supported numerous business owners through this process over the years. After getting to know you and understanding your objectives, we then develop a strategy to help you gain the most out of your business. We help you make the right decisions from all the available options, and introduce you to strategic partners as and when you need them. These are people who are experts in their field, and who will add value to the whole process. Accountancy Tax Planning Wealth Management Financial Management Xero Cloud Accounting Outsourced Accounts


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