Business Review Meeting

Maintaining regular communication with you is crucial for staying informed about your business’s performance and serving as your financial expert to assist in strategic decision-making. It’s advisable to avoid only meeting with your accountant at the end of the year. At a minimum, we recommend quarterly catch-up meetings, as the business landscape can undergo significant changes in a short span. These sessions, priced at £100 + VAT with a client FD and £50 + VAT with your designated contact, cover various topics such as:

  • Cashflow forecasting
  • Funding review
  • Marketing process evaluation
  • Recruitment and planning
  • Sales process analysis
  • Software/systems review.

This proactive approach ensures that we stay abreast of developments and provide timely support.

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