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Business Diagnostic Review         Business & Financial Consultancy
Take your business to the next level …            Make your finances work for you            BUSINESS                     ...
The Business Services PyramidBusiness & Financial Consultancy
The Business Services PyramidBusiness & Financial Consultancy
The Business Services Pyramid                           Bookkeeping/AdminBusiness & Financial Consultancy
The Business Services Pyramid                           Accounts Production &                                    Tax      ...
The Business Services Pyramid                           Accounts Production &     Managed                                 ...
The Business Services Pyramid                                 Tax Advice/                              Financial Planning ...
The Business Services Pyramid                                                   Your ‘Pay as you Need’                    ...
The Business Services Pyramid                                                     Your ‘Pay as you Need’                  ...
The Business Services Pyramid                                                       Your ‘Pay as you Need’                ...
The Business Services Pyramid                                       Market                                      Expansion ...
The Business Services Pyramid                                          Business                                       Valu...
The Business Services Pyramid                                          Business                                       Valu...
Your Business Dashboard                                           ‘Porsche Empowered’ to improve your business            ...
Added Value Services            Cost Reduction            Example - $500K turnoverBusiness & Financial Consultancy
Added Value Services            Cost Reduction            Example - $500K turnover            Current Position            ...
Added Value Services            Cost Reduction            Example - $500K turnover            Current Position            ...
Added Value Services            Cost Reduction            Example - $500K turnover            Current Position            ...
Added Value Services             Tax Reduction Assessment                When did you last review your corporate         ...
Added Value Services             Financial Planning Assessment                What is the Valuation you require for your ...
Business Modeling Assessment                                        Cash               Your Business’            Balancing...
Business Modeling Assessment             Time Targets, Ambition Aims & ValuationsBusiness and Financial Consultancy
S.W.O.T. Analysis                Strengths & Weaknesses - internal to the                 business                Opport...
External - Opportunities or Threats                               Investor Timings                                        ...
Internal - Operational Analysis                                                        Products And                       ...
Performance Maps               Marketing & Sales                             Products & Services                          ...
Performance Maps                       People                                  Systems and Processes                      ...
Performance Map                                                Finance                             Management             ...
Our USP’sMaking business life easier by doing the                                                        ‘Insource’ our ex...
Next Steps             1.   Business Diagnostic Report                      Reference document for key people in the busi...
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FPS Diagnostic Review

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FPS Diagnostic Review

  1. 1. Business Diagnostic Review Business & Financial Consultancy
  2. 2. Take your business to the next level … Make your finances work for you BUSINESS FINANCIAL PLANNING FINANCIAL CONTROL PLANNING Sales Tax Bookkeeping Purchase Ledger Company Sales Ledger STATUTORY Secretarial ACCOUNTS Payroll Cash Management Management AccountsBusiness and Financial Consultancy
  3. 3. The Business Services PyramidBusiness & Financial Consultancy
  4. 4. The Business Services PyramidBusiness & Financial Consultancy
  5. 5. The Business Services Pyramid Bookkeeping/AdminBusiness & Financial Consultancy
  6. 6. The Business Services Pyramid Accounts Production & Tax Bookkeeping/AdminBusiness & Financial Consultancy
  7. 7. The Business Services Pyramid Accounts Production & Managed Tax Finance Dept Bookkeeping/AdminBusiness & Financial Consultancy
  8. 8. The Business Services Pyramid Tax Advice/ Financial Planning Accounts Production & Managed Tax Finance Dept Bookkeeping/AdminBusiness & Financial Consultancy
  9. 9. The Business Services Pyramid Your ‘Pay as you Need’ Expert Adviser Tax Advice/ Financial Planning Accounts Production & Managed Tax Finance Dept Bookkeeping/AdminBusiness & Financial Consultancy
  10. 10. The Business Services Pyramid Your ‘Pay as you Need’ Expert Adviser Business Development Planning Tax Advice/ Financial Planning Accounts Production & Managed Tax Finance Dept Bookkeeping/AdminBusiness & Financial Consultancy
  11. 11. The Business Services Pyramid Your ‘Pay as you Need’ Raising Finance Expert Adviser Loans & Investors Business Development Planning Tax Advice/ Financial Planning Accounts Production & Managed Tax Finance Dept Bookkeeping/AdminBusiness & Financial Consultancy
  12. 12. The Business Services Pyramid Market Expansion Your ‘Pay as you Need’ Raising Finance Expert Adviser Loans & Investors Business Development Planning Tax Advice/ Financial Planning Accounts Production & Managed Tax Finance Dept Bookkeeping/AdminBusiness & Financial Consultancy
  13. 13. The Business Services Pyramid Business Valuation, Exit/ Succession Market Expansion Your ‘Pay as you Need’ Raising Finance Expert Adviser Loans & Investors Business Development Planning Tax Advice/ Financial Planning Accounts Production & Managed Tax Finance Dept Bookkeeping/AdminBusiness & Financial Consultancy
  14. 14. The Business Services Pyramid Business Valuation, Exit/ Succession Market Expansion Your ‘Pay as you Need’ th Raising Finance Expert Adviser w Loans & Investors ro Business sG Development Planning es Tax Advice/ sin Financial Planning Bu Accounts Production & Managed Tax Finance Dept Bookkeeping/AdminBusiness & Financial Consultancy
  15. 15. Your Business Dashboard ‘Porsche Empowered’ to improve your business Business Planning Financial Planning Your margin BUSINESS PERFORMANCE Your margin Before After Cost Reduction Profit Extraction Tax reductionBusiness and Financial Consultancy
  16. 16. Added Value Services Cost Reduction Example - $500K turnoverBusiness & Financial Consultancy
  17. 17. Added Value Services Cost Reduction Example - $500K turnover Current Position $18-30k Total Cost of Accounting & Admin Services - Statutory Accounts - Bookkeeping & Audit - Internal CostsBusiness & Financial Consultancy
  18. 18. Added Value Services Cost Reduction Example - $500K turnover Current Position $18-30k •FD Advice •Financial Control •Online access Total Cost of Accounting & Admin Services - Statutory Accounts - Bookkeeping & Audit - Internal CostsBusiness & Financial Consultancy
  19. 19. Added Value Services Cost Reduction Example - $500K turnover Current Position Financial Management $18-30k Services Opportunity •FD Advice •Financial $13-20k Control •Online access Outsourced Finance Total Cost of Dept Accounting -Total Cost/Spend on & Admin Services accounting Services - Statutory Accounts - Bookkeeping & Audit - Internal CostsBusiness & Financial Consultancy
  20. 20. Added Value Services Tax Reduction Assessment  When did you last review your corporate structure for tax efficiency?  How many tax mitigation strategies are you taking advantage of?  Have you taken advantage of all the available tax allowances?Business and Financial Consultancy
  21. 21. Added Value Services Financial Planning Assessment  What is the Valuation you require for your Business?  What is your exit or succession plan?  When did you last review your profit margins on products/ depts?  Management accounts –KPI’s  Cash-flow planning?  Do you have cost reduction strategies and targets?  Sales & Marketing investment budgets?Business and Financial Consultancy
  22. 22. Business Modeling Assessment Cash Your Business’ Balancing the 3 C’s Fulcrum Capacity Customers 8Business and Financial Consultancy
  23. 23. Business Modeling Assessment Time Targets, Ambition Aims & ValuationsBusiness and Financial Consultancy
  24. 24. S.W.O.T. Analysis  Strengths & Weaknesses - internal to the business  Opportunities & Threats - external to the business  Capitalize on Each Strength  Improve Each Weakness  Exploit Every Opportunity  Mitigate for Each Threat 10Business and Financial Consultancy
  25. 25. External - Opportunities or Threats Investor Timings Competition Near the edge represents an opportunity or strength Regulation New Market Expansion Closer to the middle represents a weakness or threat Business Environment Industry 11Business and Financial Consultancy
  26. 26. Internal - Operational Analysis Products And Finance Services Near the edge represents a strength or the highest value Systems and Processes Marketing And Sales Closer to the middle represents a weakness or People the lowest value 12Business and Financial Consultancy
  27. 27. Performance Maps Marketing & Sales Products & Services Customer Security Customer Life Cycle Increasing Sales Lead Generation Core Reporting differentiators Sales Customer Strategy Acquisition Production Product Profit Promotion and and Inventory Margin Customer Retention AdvertisingBusiness and Financial Consultancy
  28. 28. Performance Maps People Systems and Processes Internal Control Level of Recruitment Employment Systems Systemization Documentation Customer Policies & Procedures Leadership Performance Service Manual Management IT Control Delivery A Winning Training and Mastery Team DevelopmentBusiness and Financial Consultancy
  29. 29. Performance Map Finance Management Reporting Tax Mitigation Profitability Cash Flow Business Value FundingBusiness and Financial Consultancy
  30. 30. Our USP’sMaking business life easier by doing the ‘Insource’ our expertise at a level and inbasics better a way that is comfortable to yourWe give you day to day control of your business through: business You add the following experts and advisers to your team: Totally accountable and clear step-by-step processes 24/7 online access to your accounts and Bookkeepers financial records – anytime, any place, Chartered accountants anywhere Monthly management accounts that include Achieving Business ‘On demand’ financial directors Tax specialists Doing the Expertise: your goals your unique view of your business through Credit Controllers our financial dashboard Payroll and employment experts Your financial records available online at a accounting creative & Chartered independent financial click of a button means no more foraging advisers through piles of paperwork and no lost receipts. basics better simple Management consultants Taking your business Business coaches You accounts go through at least two levels solutions Vat specialists of review by qualified chartered accountants Corporate loans and refinancing to the next level giving you assurance and piece of mind over their accuracy experts Mergers and acquisitions advisers All inclusive monthly fees mean no Retirement and pension planning unexpected additional costs Support for VAT and tax inspections No more filing, we pick up all your financial information as often as you like Tight deadline management, means your Giving you freedom, time & reassurance to achieve information always arrives on time and you never miss a statutory or HMRC deadline your goals Quarterly reviews of your business, its Your business and personal 90 day review needs, goals We work alongside you to identify the key areas you need to & plans address to achieve business success and your lifes goals Minimising corporate and personal tax Grooming your business for sale Business growth and performance strategies Refinancing Identifying the gaps in your business Cash flow strategies Maximising profit extraction Inheritance tax planning Tax efficient business structure Management buy outs Exit strategies and end game planning Mergers acquisitions Wealth generation strategies and plans Allowing you to sleep at night
  31. 31. Next Steps 1. Business Diagnostic Report  Reference document for key people in the business  Key findings and scores graphed  Report fee $250 2. We can help you with all topics discussed today!  Available now!Business and Financial Consultancy

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