Springboard your partner for faster growth!
Does your accountant give you a history lesson each year?
Are you frustrated by looking at accounts maybe 7-9 months after your year end?
You cannot change the past – but you can change the future!
How can you address those issues without a full time FD?
Springboard is an innovative service – aimed at aspirational business owners and those who recognise the need for change.
It gives you all the benefits in terms of strategic advice and business planning – without the cost of a full-time finance director!
- Start by asking yourself some basic questions:
- Where am I now?
- What’s working?
- What’s holding you back?
- What are your key frustrations?
- Are you working too many hours?
Once we understand your goals we can start to set targets with you and start thinking about an Action Plan for your business.
- Goal Setting
What is your vision for your business?
Where do you want to be in 5 years time?
Try to think in terms of SMART Goals.
These need to be:
- Target Setting and Diagnostic Review
We can help you set outline targets for the next 3 years:
- Pre-Tax Profit
- Disposal Income
- Shareholder value
- Work / life balance
- Other factors – such as Exit Planning
We can complete a Diagnostic Review of the business with a detailed SWOT analysis which will also help you analyse the roadblocks which may be holding you back – and stopping your business from achieving its full potential.
- The Business Roadmap
Once we’ve gone through your goals, helped you set clear targets and completed the Diagnostic Review we can start working on a Business Roadmap
We can help you build a plan which is focussed on achieving your goals, hitting the targets and perhaps addressing your work-life balance.
A Typical Springboard includes:-
- Helping you develop a detailed 12 month forecast – Profit and Loss, Cash flow and Balance Sheets and relevant KP1s using leading edge business software.
- Uploading your forecast and linking up your monthly financial data – ideally from a cloud based accounting platform such as Xero - giving you real time Financial Reporting.
- We will share monthly Business Performance Reports including a detailed Business Dashboard together with graphs and charts of all the key numbers.
- We will set up a monthly call to discuss progress / and review your business performance
- Each quarter we will meet you and have a full Business Review Meeting complete with a written agenda. This helps monitor progress against your plans and we can reset targets as your plans change.
Book a free Discovery call on 0161 428 0930 or email firstname.lastname@example.org