Financial Director - 4*
It's not what you make that matters, its what you keep!
Whether or not you use our Financial Manager service to measure your performance we know that making decisions in business can be a lonely process.....but with our Financial Director service we can act as your sounding board, your own part time Virtual Financial Director (at a fraction of the full time cost).
What we'll cover in each meeting;
• Part A - a quarterly financial performance review
• Part B - focusing on a key financial success issue.
This is where Financial Director fits in
The majority of owner managed businesses do not take time out to formally review their plans and performance and take stock of where they are. Our quarterly meetings will provide you with this discipline.
Quarter 1 - On Track* - an annual review of your strategic plan with fine tuning for the next 12 months.
Quarter 2 - Wealth Builder* - your personal financial planning wealth check to ensure you're on track.
Quarter 3 - Tax Minimiser* - our annual tax planning review identifying ways to reduce your taxes.
Quarter 4 - Profit Improver* - a profitability review including how you compare to your industry.
Contact us on 01530 833474 to arrange your ‘no obligation’
FREE Business Healthcheck or to simply discuss your requirements
* these advisory services are also available separately.
