Share your needs and let us help you grow faster!

Share your top challenge and help us meet your needs

Top 10 needs

Read through the points below and mark each one on a scale of importance from 1 to 5.

1 being least important to 5 being most important.

cloud accounting

1. Diagnostic review of my business analysing strengths, weaknesses, opportunities and threats.

2. Help with business planning – building a roadmap setting out goals and detailed plans for next 12 months.

3. Cloud based accounting solutions such as Xero.

4. Real time data analysis with all key performance and / or management accounts.

5. Detailed cashflow forecasts to identify peaks and troughs / or assist in bank borrowing negotiations.

6. Regular meetings to discuss business performance.

7. Assistance with Payroll, and Auto Enrolment.

8. Monthly call with dashboard linking together actual performance vs Budget.

9. Annual Tax Planning meeting held two months before year end.

10. Annual Wealth Planning Review focussed on pension planning, protection and tax efficient savings.

 

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TO FIND OUT MORE PLEASE TELEPHONE US ON 0161 428 0930 OR EMAIL AT ADVICE@HARROPMARSHALL.CO.UK