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.