Changing our Clients Lives

 

The Clear Vision Financial Controller

…putting the financial control of your business firmly in your hands

You should expect 7 improvements to the financial information you have to help you manage your business...

  1. You will be certain to receive your draft accounts by a date agreed in advance – it can be as quick as one month from receiving your books and            records if you wish
  2. Together we will agree a timetable of actions in advance of the work being done so that you know what to expect and when to expect it
    1. Your accounts will be prepared and ready to submit to Companies House in plenty of time – all deadlines will be met and you can relax       knowing all is well with the authorities
    2. You can use your timely accounts to help support your tax planning so that we can help you minimise your tax liabilities according to       government rules
  3. Together we will hold a review meeting with you after completion of your accounts to:
    1. help you understand what your numbers mean (using plain English - NO jargon)
    2. show you the additional calculations you can make from your accounts to get to the really useful information and how you can use them to        help you make better business decisions
  4. You’ll be able to predict and plan the future success of your business because you will have at your disposal a financial forecast pack that includes:
    1. a cash flow statement
    2. a balance sheet
    3. a profit and loss account
    4. plus a report which compares your business to your industry sector as whole
  5. We will help your team get better at producing computerised management accounts, so that you can manage your own financial affairs better and       support your business decisions
  6. We’ll conduct a monthly or quarterly ‘healthcheck’ of the management accounts your people produce so that you can have certainty and peace of             mind that you are on track
    1. Together we’ll appraise the performance of your business and compare how your actual figures are comparing to your budgeted figures as part       of the healthcheck
    2. Hold a review meeting with you to discuss how your actual figures are comparing to your budgeted figures
  7. Deal with all business tax planning, including preparing income and/or corporation tax computations and preparing and submitting your partnership tax       return (partnerships only), individual tax return (sole traders only) or Corporation Tax Self-Assessment return (Limited Companies only). This all has             one aim: to legally minimise your tax liability

It’s all about getting your hands on the right financial information so that you are in control and can make the best decisions for your business.

The value of the Clear Vision Financial Controller adds up like this:

  1. You get the right financial information put in front of you which you can use to:
    • make great decisions
    • take great actions and
    • generate great results for your business
  2. Your financial information is provided by accountants who understand your challenges, frustrations and needs
  3. You get reassurance that you will NEVER pay a penny more than the taxman needs to have
  4. You get peace of mind that your business finances meet all the legal requirements
  5. You have on-time accounts which you can use – really use in a timely way – to decide how you will improve your future results
    • You’ll get help to fully understand your accounts and what your business numbers mean for your business now and in the future – no more       fears or misunderstanding your numbers
    • And get detailed commentary showing you how and where your business numbers can be improved
    • Plus you’ll get clarity and understand how your numbers compare to your competitors and what you can do about it to improve them
  6. You get help to train a member of your team so that they become competent in the production of your monthly, bi-monthly or quarterly financial       management information
    • Be confident and have peace of mind that they produce management accounts that are consistently accurate and of ongoing use to your      business
  7. You get clarity and understanding about how your business can service the costs you plan to incur in the short and medium term
  8. Plus you’ll know, in plenty of time, what your tax liabilities will be and when you need to pay them - no last minute panic

Call Rachel Brotheridge on 01249 712074 to discuss this service. Or email rachel.brotheridge@cvag.co.uk

You can get additional business support through our Clear Vision Financial Manager and Clear Vision Financial Director services.