Proposal Appendix, Our Approach

We h e lp you a ch ieve by workin g with you to b u ild a n d d rive you r p la n s

Having corporate in our name does not mean that we are not entrepreneurial in our approach and being entrepreneurial does not mean that we do not have the corporate skills and experience. Our partners have many years experience working both with the largest accountancy practices and as finance directors within a variety of business. We have combined these skills and approach to really ensure that we can be a valuable and trusted adviser to you and your business. Our approach is always to work with you to ensure that your goals are achieved but we will always ensure that this is done by first addressing your personal and family position, wealth and risks (a personal balance sheet and strengths, weaknesses, threats and opportunities - SWOT ) looking to help protect you, your family and your personal assets. After that we apply our commercial acumen and experience to really help your business achieve, working with you to set the agenda for what it is you want from your business and business life. This is not done by delivering pages of pre-prepared generic notes but is always personal to you and achieved with the support and expertise from business professionals with real wide-ranging experience and expertise. We always do this with a smile as we build a great relationship with you. E n t re p r e n e u r i a l C h a r t e r e d A c c o u n t a n t s . . . . R e a l l y G o o d Fo r Yo u r B u s i n e s s

What does it mean?

Ou r f irst p ort of ca ll is to con s id e r you r p e rs on a l a n d fa m ily p os ition in ord e r to e n s u re th at you p rote ct you rs e lf, you r fa m ily a n d g row you p e rs on a l we a lth .
Your Personal Balance Sheet Your personal assets and protection Your personal liabilities and settlement Your considerations for your home and mortgage Your personal risks Your key importance and your insurance for your business Your importance and your insurance for your family Your health and your pension provision Your tax position and structures Securing your future and appropriate assets Your current and future pension provision The potential for assets within the business to be in your pension The flexibility of your pension structure to support you and your business Your pension to protect other assets

E n t re p r e n e u r i a l C h a r t e r e d A c c o u n t a n t s . . . . R e a l l y G o o d Fo r Yo u r B u s i n e s s

What does it mean?

We e n s u re th at you r b u s in e s s s u cce e d s by a p p ly in g o u r re a l b u s in e s s f in a n ce ex p e rie n ce to a d d re s s th e followin g a re a s to d rive you r b u s in e s s a n d to a ch ieve you r goa ls
Your Business Strategy Delivering an investment and expenditure strategy Agreeing and delivering an appropriate tax strategy with you Ensure adequate consideration and control of risks Understanding and agreeing an appropriate timescale to achieve Helping you with appropriate funding Your Business Operations Helping with controlled delegation to improve operations Helping with appropriate reporting and KPIs Helping deliver profit improvement with KPIs and benchmarking Helping improve working capital and cash for your business Your Business Support Ensuring painless compliance and statutory reporting Ensuring up to date annual tax savings Reviewing your HR, IT, and outsourcing support Help you consider your legal support and Ts&Cs

E n t re p r e n e u r i a l C h a r t e r e d A c c o u n t a n t s . . . . R e a l l y G o o d Fo r Yo u r B u s i n e s s

Our Service Listing

We p rov id e th e leve l of s e r v ice s ex p e cte d f rom la rge n ation a l f irm s , d e live re d loca lly by th e s a m e q u a lity a n d ex p e rie n ce d p a rtn e rs .
Our Audit Service provides quality controlled audit work using up to date systems and managed by experienced auditors. We use this insight into your business to provide you with a commercial view of the qualities and improvements suggested for your business and its systems. Our Statutory Accounts and Tax Compliance Service is carried out by experienced local professionals with many years experience working with SME businesses Our Management Information Service works with you to create appropriate and tailor made reporting to help manage your business and its growth. Our Finance Director Service ensures that your business can be lead in the same way as many large established business, but at a cost that suits SME businesses. Whether looking for finance to start, grow, acquire or eventually to retire or sell, our Corporate Finance Service is provided by our associate, Citizen Corporate Finance, with the support of a McGregors partner. This ensures specialism, knowledge and trust in your business is combined. When looking to acquire a business or sell or re-structure your business our Transaction Support Service will really help. Managed by partners with real FD experience, unlike many other firms. Our Specialist Personal and Corporate Tax Service provides innovative structures and solutions, together with Probiz Tax, to really mitigate and reduce your tax costs. Our Business Growth Service joins with our associated partners to help improve your sales, whilst managing and reducing your costs as well as controlling your risks. Our Wealth Management Service protects you and your family and builds your future wealth.

E n t re p r e n e u r i a l C h a r t e r e d A c c o u n t a n t s . . . . R e a l l y G o o d Fo r Yo u r B u s i n e s s

Entrepreneurial Chartered Accountants

We apply the previous criteria and structures to how we help all of our clients and for our new clients, this is applied with fresh eyes and opinions. We do often raise many points, issues and areas of improvements that many new clients do note that they did not know that or that they were not aware that that could be done. We do not sell things or services for the sake of it, but look to ensure that we really help you achieve. Our approach can be considered to be holistic in nature, as we do draw upon and consider a wide range of areas to help you and your business achieve its goals. This is achieved by obtaining an understanding of you, your aims, your business operations and the markets and areas it operates in. For accountancy clients this is done by listening and talking to you and your team and for audit clients this is done by obtaining a detailed understanding of your business required through audit testing but using that work to provide you with a real commercial assessment of the strengths, weaknesses , opportunities and threats faced by the business and how these areas can be improved and maximised. We have put together the skills, experience, products and services of the major accountancy practices. We work with local SME businesses and their families to offer them that support at commercial and competitive fee rates. We are local independents providing you with the same service and professional partners as national firms, but at a fraction of the cost.

E n t re p r e n e u r i a l C h a r t e r e d A c c o u n t a n t s . . . . R e a l l y G o o d Fo r Yo u r B u s i n e s s