Adding another meeting to your diary can feel like a chore, but taking the time to work on your business and reflect is just as important as working in your business. At Chadwick Accountants & Bookkeepers Ltd, we understand the importance of these reflections.
Today, our senior team takes a couple of hours out of the daily grind to:
Review Sales & Marketing
- What went well? What didn’t? What’s the plan for the next 2 months?
Discuss Staffing
- Are we over/under-resourced? Any staffing issues we need to resolve?
Examine Financials
- How have we performed? How do we replicate good results? Discuss areas for improvement.
Evaluate Current & Upcoming Projects
- Progress, reflection, and what’s next?
Review Medium & High-Risk Clients
- Are they still high risk as per our guidelines? Do any low-risk clients need to be recategorised as high risk?
Address AOB & Annual Points
- Dip testing our procedures, sign-off of accounts, and dividend distributions.
We provide a Financial Director service to many clients to help them realise their goals. We create custom packages ranging from regular assistance to quarterly touchpoints.
Are You Working On Your Business? Or Just In It?
Many small business owners review their books with their accountant once a year; some just sign and skip the meeting altogether. You're great at what you do, delivering your services and goods to clients. But remember, you can’t do everything in the business. Don’t try to be the Finance Director as well.
If you’re struggling to replicate previous years’ results or are committed to scaling up your business, you need a financial expert to guide you. We offer a Finance Director service to help you achieve your goals. From a half-hour catch-up each month to a full-on non-executive directorship, there’s a package to suit your business.
Get in touch to add a financial mindset to your business today. Contact us at [email protected] or call 01789 773 182.
