Daniel Wolfson Accountant

Solve problems
take opportunities
get better financial returns

Strategic Planning

If you don't know where you are going, you are certain to end up somewhere else

You've probably been told many times that planning is crucial to success in business but somehow you've never quite got round to it.

Rather than having a planned strategy you run your business by...

  • Trusting your intuition;
  • Using instant decisions;
  • And generally riding the rollercoaster.

That may well work and we do realise that gut feelings are a crucial business skill in successful entrepreneurs. But planning is still crucial. Research shows that those businesses that do plan and have clear strategies are far more successful.

Our strategic planning service helps you...

  • Agree on long-term strategic goals both personally and for the business;
  • Identify where you are now;
  • Work ON the business so that you can spend less time working IN it;
  • Indentify the blocks in the strategy;
  • Agree an operational strategy to overcome the blocks and meet those goals;
  • Develop business growth systems;
  • Grow a great team of people;
  • Monitor your results against those goals;
  • Manage the money in your business;
  • Develop an exit strategy.

The result is an agreed ACTION PLAN.

For more information see our ...

Especially developed for small
businesses, BP..P! is a Consulting
Accountancy and Financial Management
process which includes the 'Plus!' of a
Marketing and Sales 'kicker'. In thinking
about how you could benefit from BP..P!
you may recognise individual situations
that prompt you to engage with us:

  • > Wanting to know which areas of profit to develop
  • > Suffering from cashflow or debtor stress
  • > Needing to source the right finance package
  • > Not experiencing the personal rewards you think you should
  • > Having concerns about the future

Contact us for an initial meeting - without
charge or obligation. We will ask
questions and you will do most of the
talking; we will explore the Key Strategy
Question and we will explore your future
- it might be something you like!