Grow Your Business - Plum Accounting

We want to help you achieve the vision you have for your business and give you the life you want to live.

We offer a range of services to help you grow your business and achieve success.

Complimentary Meeting

If you’re keen to improve your business performance and financial results but don’t feel you are being supported enough by your current accountant – give us a call.  We’ll arrange a complimentary meeting to review your unique situation and discuss how we may be able to support you. During the meeting we’ll identify your burning issues, opportunities and potential tax efficiencies, and establish goals and strategies to achieve them.  We’ll also have a strategic discussion around the current and future direction of your entities. Following the meeting, if required, we’ll prepare a proposal for services, with all costs priced upfront, whether this be strictly for Business Development work and / or compliance.

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Strategy Session

A strategy session gets to the heart and soul of your business.  Upon completion of pre-work we’ll have a greater understanding of your vision and core values in order to facilitate a four hour planning session to help you create a clear one page Business Plan. The outcome of this service is to identify and prioritise goals, both short term and long term, create strategies to achieve your goals, enable you to review actual performance against targets and establish a 90 Day Action Plan to address immediate and critical issues. Importantly, this process eliminates a factor that is all too common in business – procrastination.

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The Complimentary Client Review

As a valued client, you’ll receive at least one Complimentary Client Review (CCR).  In fact, this is an annual event for a number of our clients.  The CCR is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you respond effectively.  And of course, it’s an opportunity for our team to identify greater tax efficiencies and asset protection.

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Cashflow Management

Cashflow planning is best practice in any business and critical to survival and growth.  Our Cashflow Management service is designed to help you improve your Cash Conversion Cycle and maximise your cashflow.  It will allow you to predict large cash outflows and respond to changes in your business. Managing cashflow is all about your business processes.  After preparing a Cashflow Forecast we’ll conduct a thorough review of your processes and identify any potential causes of poor cashflow so that we can treat the underlying issues. We’ll meet with you on a quarterly basis to monitor, analyse and adjust your key cashflow drivers.  Acting as your accountability coach, we’ll help you set annual goals and devise a 90 Day Action Plan to ensure you implement improvement strategies for maximum results.

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Quarterly Coaching

As a business owner you can at times feel alone and unsupported, spending little time working on your business and trapped in the day to day technical aspects. Our Quarterly Coaching service provides you with increased accountability and support so that you achieve the results you want from your business. The outcomes include increased profitability and cash flow, customised reporting templates to measure actual performance against forecasts and access to an expert sounding board to ensure you continue working towards your goals.

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Monthly Coaching

Owning and operating a business is hard work.  Our Monthly Coaching programme provides you with accountability and support to ensure you make the best decisions for you and your business. We’ll work together to develop strategies to achieve your desired work outcomes and gain the lifestyle you want. Whether your business needs guiding through a major change, or you simply wish to have regular contact with a trusted coach, we’d love to help!

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Plum Accounting is the trading name of Plum Accounting Limited a company registered in England & Wales No 10703633

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