This document describes business diagnostic and financial consultancy services. It presents a pyramid model showing how the consultancy can provide different levels of support from basic bookkeeping to a fully managed finance department. It discusses services like cost reduction, tax planning, financial planning, and business modeling. Performance maps are shown to analyze different areas of a business like marketing, products, people, and finance. The document promotes providing expertise through a "pay as you need" model to help businesses achieve their goals.

1. Business Diagnostic Review
Business & Financial Consultancy

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 Accounts
Business and Financial Consultancy

3. The Business Services Pyramid
Business & Financial Consultancy

4. The Business Services Pyramid
Business & Financial Consultancy

5. The Business Services Pyramid
Bookkeeping/Admin
Business & Financial Consultancy

6. The Business Services Pyramid
Accounts Production &
Tax
Bookkeeping/Admin
Business & Financial Consultancy

7. The Business Services Pyramid
Accounts Production & Managed
Tax Finance Dept
Bookkeeping/Admin
Business & Financial Consultancy

8. The Business Services Pyramid
Tax Advice/
Financial Planning
Accounts Production & Managed
Tax Finance Dept
Bookkeeping/Admin
Business & Financial Consultancy

9. The Business Services Pyramid
Your ‘Pay as you Need’
Expert Adviser
Tax Advice/
Financial Planning
Accounts Production & Managed
Tax Finance Dept
Bookkeeping/Admin
Business & Financial Consultancy

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/Admin
Business & Financial Consultancy

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/Admin
Business & Financial Consultancy

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/Admin
Business & Financial Consultancy

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/Admin
Business & Financial Consultancy

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/Admin
Business & Financial Consultancy

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 reduction
Business and Financial Consultancy

16. Added Value Services
Cost Reduction
Example - $500K turnover
Business & Financial Consultancy

17. Added Value Services
Cost Reduction
Example - $500K turnover
Current Position
$18-30k
Total Cost of
Accounting
& Admin Services
- Statutory Accounts
- Bookkeeping & Audit
- Internal Costs
Business & Financial Consultancy

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 Costs
Business & Financial Consultancy

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 Costs
Business & Financial Consultancy

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. 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. Business Modeling Assessment
Cash Your Business’
Balancing the 3 C’s
Fulcrum
Capacity Customers
8
Business and Financial Consultancy

23. Business Modeling Assessment
Time Targets, Ambition Aims & Valuations
Business and Financial Consultancy

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
10
Business and Financial Consultancy

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
11
Business and Financial Consultancy

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
12
Business and Financial Consultancy

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
Advertising
Business and Financial Consultancy

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 Development
Business and Financial Consultancy

29. Performance Map
Finance
Management
Reporting Tax Mitigation
Profitability Cash Flow
Business Value Funding
Business and Financial Consultancy

30. Our USP’s
Making business life easier by doing the ‘Insource’ our expertise at a level and in
basics better a way that is comfortable to your
We 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 life's 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. 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