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Introduction

Introduction to Beyond the Numbers

2

Develop your plan

What is your business going to do over the next few years in pursuit of your goals?

Having identified your goals (See Set your goals) you need to convert these into a business plan so that you know what your business needs to do to help you achieve these goals.

The business plan must then be further converted into a set of forecasts and budgets, so that you know what you are aiming to earn, spend, invest and achieve.

It’s really important to analyse the implications for your cash flow as the plans need to be affordable and funded if they are to be successful.

We can help you develop and write a business plan using our knowledge of your business and our experience of working with many other businesses. We will combine this knowledge and experience with insights gained from using strategic management tools to help you write and develop a business plan that provides a blueprint for how the business is going to get to where you want it to go.

We can then help you to produce robust forecasts and budgets tailored to suit the exact needs of your business.

If you would like to have a chat about this, give us a call

  • We have been working with Beyond the Numbers for over three years now and have been delighted with the progress achieved in this time and the level of customer service provided by Val and the rest of the team. We received a word of mouth recommendation from another restaurant business, as we were keen to work with an accountant who understood our industry; Val has certainly demonstrated this understanding from the outset. It is true to say Val really has gone “beyond the numbers” on many occasions, often offering us excellent advice on new business ventures and growth plans, while never losing site of the day to day details. We look forward to a continued working relationship with Beyond the Numbers.

    Gillian Reith, Three Sisters Bake LLP

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How Beyond the Numbers will help you…

We believe that you should want more from your accountant and we are happy to help you with our 9 step plan towards performance measurement and improvement.

  • The Numbers

    We believe that you should want more from your accountant and we are happy to help you with our 9 step plan towards performance measurement and improvement....

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  • 1. Set your goals

    We believe that you have to look at both your business and your personal life if you are going to set goals for the business as the two are intrinsically linked – through you!...

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  • 2. Develop your plan

    Having identified your goals you need to convert these into a business plan so that you know what your business needs to do to help you achieve these goals....

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  • 3. Measure your performance

    Once you have created your forecasts and budgets (see Develop your plan) you need to systematically measure your actual performance and compare it to your targets....

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  • 4. Your annual accounts

    Every business is required by law to produce annual accounts and of course those annual accounts must comply with all the relevant rules and regulations....

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  • 5. Understand your business trends

    It is almost impossible to evaluate how well you are doing in business by looking at one set of figures from one financial year. Performance is always relative....

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  • 6. Benchmark your competitions

    Benchmarking is one of the most commonly used management tools in the world and it’s not hard to see why....

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  • 7. Value your business

    Is one of the reasons you own a business to create value for yourself? In other words, do you want to build a business that is actually worth something when you want to sell it or ...

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  • 8. Improvement potential

    Most businesses always have room for improvement and it can be dangerous for a business owner to sit back and assume that everything is going really well and will continue to do so...

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  • 9. Improvement action plan

    Nothing changes until something changes so you need to develop and implement an action plan....

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Get in touch today

Book an appointment and we’d be delighted to tell you more
about our experience helping other clients in your sector.
We’d love to help you, too.

get in touch

Get in touch today and let’s discuss “The numbers”

0131 225 5155Get in touch
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