Business planning and reporting
You couldn’t have achieved what you have without an accounting system in place already. But as your ambitions grow, is this giving you the right information; does the data tell what you need to know to make effective decisions about the long-term future of your business? Can you easily identify what's working well and what might need improving?
We will work closely with you to develop your financial reporting and projections. We'll help to determine what metrics are most important and the Key Performance Indicators (KPIs) you need to monitor to help drive the growth of your business.
Raising finance/funding
You’re an ambitious scale up who wants to grow. In order to do that it's likely that you'll need external funding to make this happen. We have experience in helping businesses like yours prepare for third party investment whether this is via a bank, venture capital/private equity, grants, government funding or possibly loans.
We' will help prepare the reporting you need to demonstrate that your business is a viable investment opportunity and will be by your side to deal with due diligence requests, liaise with prospective investors and give you our experienced professional guidance during any negotiations.
Once you've secured funding, any potential investor will require a whole new level of reporting that you might be new to you. We'll work with you to produce a full monthly Management Information (MI) pack that reports against your agreed Key Performance Indicators (KPIs), provides a commentary on business performance and details all of the numbers you'll need such as a profit and loss account and cash flow reporting.
Managing growth sustainably
Managing the risk of growing your business from an ambitious start-up to a high-growth scale-up, is imperative. You'll need a roadmap of how you can achieve growth without risking what you've achieved so far.
We will work closely with you to model the upsides and the downsides of your growth plan and make sure that you can make the right decisions at the right times to achieve your ambitions. By providing you with the right financial reporting you'll be able to stay on top of the changes that are happening and manage them effectively.
Define my management structure
To date, you’ve clearly benefited from talented people to help get you to where you are. As your business grows you may need to expand your team but it's important to have the right people and now may be the right time to review your team and create appropriate organisational structures.
We will help you to identify any skills gaps, expertise and resources needed and put in place defined roles and a management structure for maximum effectiveness and commerciality. This will allow you to focus on achieving your ambitions and give you reassurance that you have the right people supporting you on your journey.
Systems and processes
As your business grows and increases in complexity it's highly likely that you'll need to review your systems, controls and processes to establish whether your current resources will enable you to achieve your ambitions.
We will help you carry out an audit and identify what changes are needed to support your growth plans and achieve your target productivity and profit margins.
