top of page
Search

Are You Ready to Truly Understand Your Business Without Committing to a Monthly Subscription?

Silvia Merchant


If you're looking to gain deeper insights into your business without the need for a monthly commitment, there are still plenty of options available to you. One effective approach is to have a minimum of three strategic annual meetings. Here's what that could look like:


1. Pre-Year End Tax Review


Before the year ends, it’s crucial to maximise all potential tax benefits. This meeting allows you to plan and take advantage of tax-saving opportunities, ensuring you don’t end up with an unexpected Corporation Tax bill. It’s about being proactive rather than reactive with your tax planning.



Pre year-end tax review


2. Annual Accounts Review


Your annual accounts aren’t just numbers—they tell a powerful story about your business. In this meeting, you’ll review these reports, complete your Corporation Tax and Annual Accounts, and discuss potential improvements in Profit and Cash flow. This is also an excellent time to address any challenges or issues you’re facing in your business and explore what your value gap might be.


Annual Accounts review


3. Business Plan


Forget the lengthy 12-page business plans. This meeting is all about setting clear, actionable goals for the next 12 months. You'll discuss both personal and business objectives, agree on an action plan, and identify strategies to achieve these goals. Additionally, you'll set gross revenue targets and key performance indicators (KPIs) to track your progress.

By focusing on these three annual meetings, you can stay on top of your business’s financial health, plan for the future, and make informed decisions without the need for a monthly subscription. These meetings provide the structure and support you need to understand and grow your business effectively.



Vision

10 views

Testimonials

Acre

“I would absolutely recommend Vision Accountants. I was concerned about changing accountants because of the time it might take to migrate all the information across and set up together everything. However, Silvia has been fabulous since she took over our accounts last year. We have much clearer view on our finances, she is helpful, gives useful advice and always on hand to answer any questions we have. I particularly like the business planning sessions and the quarterly meetings, they're extremely useful as they provide me with areas to work on within the business.”

A. Crerar

Founder, Acre Design NE Ltd

HOW WE CAN HELP

Vision Accountants Logo

CONNECT WITH US

  • TikTok
  • Facebook
  • LinkedIn
  • Instagram

GET IN TOUCH

Phone: 0333 050 5658​

 

Mobile: 07542 229442

Email: hello@visionaccountants.co.uk

Address: 9 Royal Quays Business Centre, The CAI Building

North Shields. NE29 6DE

ilm Recognised
ACCA qualified
Xero Partner
GBEA Winner 2022
bottom of page