Business & Strategic Planning

A business plan is not just something you prepare for the bank and then file away. Having a business plan is a wonderful tool that you can actually use to run the business, it is critical to having a successful and profitable business.

We see what a powerful tool it is in our client's businesses.  Those that use this approach have a clear strategy and a financial plan, everyone working in the business becomes focussed on achieving their goals, and this in turn makes goals much more likely to be achieved.

We are happy to assist with all aspects of preparing the business plan including...

• Business strategy and goal setting
• Budgets
• Profit forecasts
• Cash flow forecasts
• Balance sheet forecasts

All written elements of the plan such as business background, key personnel, operational plan, marketing plan, SWOT analysis, markets, competition and all of the other key elements that need presenting in the most suitable way to lenders.

Once the business plan for the year is written, it forms the budget for the year. We will need to continually change the budget throughout the year when preparing monthly or quarterly management information, forecasting changes as they happen, by staying focused you can be able to react more quickly and manage the impact of changes by taking considered action.

There is a statistic that suggests only 13% of companies in the UK have a business plan, but those 13% generate over 80% of all the profits made. This is not a coincidence; we believe it is true that if you fail to plan, you plan to fail.

Common risks you will want to identify and manage against include;

• Falling gross margins may due to a number or combination of issues such as; competition, materials price or labour increases, loss of key staff.
• Cash flow problems
• Increasing overheads; rent, insurance or power.
• Loss of a key customer. Suffering a bad debt Reputation Loss or postponement of orders

We always want to protect the downside, but the real benefit of working to a business plan is that it drives growth and wealth, and gives you the tools to keep your business on track for what you want to achieve. We assist by ensuring that the right result is achieved for you.

Trust Josef E Zbaraski FCCA Ltd to give you the forward thinking, constructive business planning and strategic advice your business needs.

We are skilled professionally qualified advisors having a significant number of years experience in the accountancy and business world. Our approach is very professional, dedicated and will remind you what you are in business for.

Whatever your needs; business plan, cash flow, forecast or simple hand holding we can help.