Business Choice

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.

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.

Add On Available

This option is available to all service levels

Annual Consulting (if you choose to have a Fixed Price Agreement)

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 - offering you access to the accumulated wisdom of this firm.  If your question or issue requires additional research and analysis beyond the consultation, then that will be subject to an additional price negotiation, with payment terms agreed to in advance.

Annual Business Performance Review

Using the "intelligent business analysis" capabilities of our Profit OptimiserTM software we analyse your business performance, and identify areas for improvement.


Refer to Business Basics Service Level

Refer to Business Plus Service Level

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