As this year comes to a close, it’s the perfect time to reflect on what 2024 has meant for you and to set your sights on what you want to achieve in the coming year. As your accountant, we are serious about you and your ambitions. We love working with and alongside you to ensure you achieve what you have set out to do.
Having ambitions is important as it drives you and your business forward. Setting realistic and attainable goals helps you stay focused on achieving your financial and other aspirations.
However, how often have you asked yourself where you want to be in one, five, or even ten years? What about your business? How frequently do you evaluate its progress?
The problem we face is that we are all busy. There is an overwhelming demand for our time in our fast-paced world. Unless you are extremely disciplined, it’s easy to forget to check your direction and progress. We all could benefit from a friendly reminder, a sounding board, and someone to challenge our ideas.
Our advisory service
As trained accountants with extensive experience, we excel at helping businesses and individuals reach their financial goals. Our proven track record demonstrates our ability to navigate complex financial challenges, ensuring your success every step of the way.
But don’t just take our word for it. Here are stories of how we have:
- supported a local business
- helped transition ownership for the next generation
- got our client moving forward again
The key to achieving your ambitions is to remain focused. When it comes to focus, it really helps to be accountable to someone else. That’s where we come in. You will have noticed in your own life that if you are answerable or accountable to someone else somehow you keep on track.
Our role is to provide unbiased feedback and analyse the numbers to help you achieve your initial goals. If it’s not feasible within the timeframe you’ve set, we’ll be straightforward in letting you know.
As accountants, we used to spend most of our time preparing year-end figures for your tax returns. New technologies have enabled us to process your numbers more quickly, especially if you are utilising cloud technology. This means we are now looking to help you achieve your goals. We can analyse the data and base decisions on actual results. We can get serious about you and your ambitions.
Why do you need a mentor or advisor?
Let’s put it differently: how accountable are you to yourself? If you are working alone or with a few others, where do you find a fresh perspective?
If you are not sure and are sitting on the fence, read a short article from Forbes on this very subject here.
How about your skill set? You will be talented in what you do but what about reading and interpreting your financial data? How well do you understand your figures? Sometimes you just need an expert to highlight what is in front of you.
You know how it is, you don’t know what you don’t know. You will have experience of your own but sometimes more experience is gained by tapping into someone else’s experience. Our experience.
Why Accountants and not just a business coach?
Accountants like us play a crucial role for businesses, organisations and individuals, such as landlords. There are several reasons for this importance. Ensuring legal compliance is one reason, but there are additional benefits as well.
We pride ourselves on being at the forefront of legislative changes, including tax law updates. Our expertise enables us to clearly interpret these changes and confidently guide you on how they impact you personally.
We excel at ensuring your business succeeds by providing insights into your operations and ensuring you have the cash to achieve profitability and ultimately succeed.
Finally once you have succeeded and achieved your ambitions we are able to guide you through succession planning taking full advantage of any tax reliefs available.
What next?
We are serious about your success, we are serious about you and your ambitions. We understand the importance of what you want to accomplish, and we are here to support you every step of the way. Let’s make 2025 a year of significant growth and achievement together!
How about connecting with your manager via email to set up an appointment? This proactive step will ensure you kick off the New Year in the best possible way.
If you are not yet working with us, have a look at how we work.