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Business Planning

I work closely with business owners to provide timely and relevant information to support decision making and promote organisational growth through regular and robust financial planning. Examples of my services in this area are included below but are very much tailored to the client’s needs and requirements.

  • Regular management accounts reporting

  • Annual budget preparation

  • Quarterly profit and cashflow forecasts

  • Investment appraisal

  • Business Plan production for financing applications/investor relations


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