Chartered Management Accountant
I am a friendly, savvy, number cruncher based on the Somerset/Dorset border.
I created Laurel Finance with the sole aim of helping business owners feel in control of their numbers and empowered to push their business to the next level.
Poor cashflow is the number one reason businesses fail.
Cashflow planning is best practice in any business and critical to survival and growth.
Setting targets and monitoring your actual cashflow against your forecast will enable you to predict large cash outflows and respond to changes in your business.
Business Planning Service:
An effective business planning process gets to the heart and soul of your business
Upon completion of 'pre-work' we'll have a greater understanding of your vision and core values in order to facilitate a four hour planning session to help you create a clear and concise Business Plan.
This session will require you to take time out from day to day activities in the business to focus on the business. Together we'll review your past performance and clarify your future direction.
It's essential that you measure your financial results and key drivers in your business
Your monthly Management Report will provide a snapshot of your results, ensuring you understand your financial position and have accurate and up to date information to base your decisions on.
We'll start with an initial meeting to determine which drivers to measure and ensure you understand how to interpret your reports. Each month we'll send your report and follow up with a 15 minute momentum call to discuss your results, identify areas for improvement, and set actions to ensure you're on track to achieve your goals.
Financial Awareness Coaching:
The better you understand your business, the easier it will be to make more money.
Management decisions rely on a sound understanding of the financial drivers in your business. Financial Awareness Coaching is a great starting point for you to gain confidence and important business knowledge to successfully lead and manage your business.
This service enables business owners to fully understand and interpret their numbers, therefore gaining a strong foundation on which to manage their cashflow and grow their business.
Nobody goes into business with the intention of doing paperwork
Long days are made even longer by manual data entry, chasing up receipts, reconciling bank accounts, and following up on customers for payment.
With Xero, you can save time, reduce your stress levels and get paid faster. You'll gain a valuable insight into how your business is performing and be able to project your cashflow, enabling you to make better informed decisions.