This includes all elements of Business Basics as described, as well as the following:-
Interim Tax Planning Review – helping you plan
Six months into the financial year we will review your business profits and likely taxation commitments, so that you can plan properly for your upcoming tax payments.
Year - end Tax Planning Review – minimise your liability
We agree no one like paying taxes. We will do everything within the guidelines to legally minimise your tax. So that you can avoid the need for last minute tax strategies (and so that there are no tax surprises), you will have your options reviewed in the last quarter of the financial year.
Monthly/Bi-monthly Cash Flow Reports
You will receive simple and concise monthly/bi-monthly Cash Flow Reports. You will also receive an analysis of the most important trends in the progress of your business. We do this in a graphical way so that the trends become clear to you.
Monthly/Bi-monthly Profit Reports
In addition you will receive monthly/bi-monthly profitability reports, because cash flow is one thing, but profit is entirely another.
12-month Cash Flow Profit Plan – help you gain control
Knowing where you are going sits at the centre of running a robust business and creating significant owner value. We will help you develop a challenging but attainable profit and cash flow plan. We will work with you to review variation from your targets so that you get control over your business.
Annual Business Performance Review
Using the "intelligent business analysis" capabilities of Principa’s GamePlanTM software we analyse your business performance, and identify areas for improvement.
Add On Available
This option is available to all service levels
Annual Consulting
You can phone us at any time for advice on ad hoc matters in the knowledge that we will not be charging you for that advice. Our services are designed around fixed prices as opposed to hourly rates, and offer you access to the accumulated wisdom of this firm. If your question or issue requires additional research and analysis beyond the consultation, that will be subject to an additional price negotiation, and a change order will be issued, with payment terms agreed to in advance.
Refer to Business Basics Service Level
Refer to Business Plus Service Level
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