Accountants in Coalville - Marlow Proactive
If you have the desire to grow and improve your profits and personal wealth - we can show you how...
Nearly all accountants claim to offer a proactive service but if they only engage with you at or after your financial year end they will only be able to deal with your compliance needs.
How can they be proactive without regular and timely contact?
Surely as the saying goes ‘forewarned is forearmed’ and this is our ethos towards advising our clients throughout their trading year utilising regular scheduled communication.
That's why we have designed the timing of our service delivery around the quarterly milestones of your financial year and with escalating levels of input we can tailor a service package to your individual needs.
Here are our proactive service tiers:
Financial Manager - 3*
As well as completing your year-end accounts and tax work, this is our performance measurement and improvement service – we help you set your annual strategic targets then measure your results with quarterly management accounts and report these to you in graphical format to make interpretation easy which makes identifying remedial action easier......more about Financial Manager
Financial Director - 4*
In addition to the services provided in Financial Manager, we can also play a greater role in your performance review by facilitating your quarterly management/board meetings to provide an objective view. During these meetings whilst advising on business issues generally we also focus on tax efficiency, profit improvement and financial planning for the owner/managers......more about Financial Director
Financial Navigator - 5*
Financial Navigator is our fast track to success service for those business owners who want to make speedier progress with their business development programme. After establishing personal goals for business exit etc, we then undertake an in depth business diagnostic to enable us to create an action plan to tackle areas for improvement together monthly. Financial Navigator also incorporates the services offered in Financial Manager and Financial Director.......more about Financial Navigator
However, if you simply want to reduce your tax burden and receive all the basic compliance from an accountant, we offer:
Tax Minimiser - 2*
If you don't feel you would benefit from any of the above closer working services perhaps all you need is a sharper focus on tax mitigation. This service makes sure you always pay the legal minimum because every year we undertake a pre-year end tax planning review which includes the structuring of your Owner/Directors remuneration package to avoid you slipping into the higher rate tax band by default......more about Tax Minimiser
Once you have decided which level of input you require you can then personalise your service package selecting additional services from our full services list.
