Financial Planning – Because life is not all about tax…

If you are a business owner, you are probably already painfully aware that cashflow problems can collapse an otherwise healthy business.    However, our personal lives also involve many changes that affect our finances and cash positions.   Whether these changes are planned, or the effects of circumstances out of our control, they may have serious affects on your finances that you wish to understand.

Whilst we can’t control the future for you, we can help you to plan for it.  Building effective financial plans and models involves more than just being a whizz with Excel (we are!).  An effective plan needs to be based on realistic assumptions, whilst considering both the relevant factors and available options. With many years of business experience, we can utilize our professional skills to help you make important decisions:

  • Budgeting
  • Forecasting
  • Cash flow modeling
  • Business plans
  • Lease/ buy calculations