2 hours session explaining P&L, cash flow and balance sheets in plain English
Monthly sessions focusing on cash flow management, goal setting and performance tracking
Recruiting & training of in house finance department, creating processes and templates
Confirmation statements, officer changes, VAT / PAYE registration
Client onboardng, KYC verification & AML record setup
Data retention compliance checks and basic GDPR policy pack
Engagement letters, contracts, onboarding forms and templates
Employee contracts, offer letters, staff handbook (including policies), secondment letters, termination letters, new starter forms and exit interview forms
Company formation (LTD/LLP), VAT & PAYE setup, initial compliance guidance
Full business plan with 12 months forecast, cash flow & breakeven analysis
Full supplier analysis, cost comparison & negotiation support
Analysis of new sites or service lines with projected ROI & staff module
Up to 4 hours a month of consultancy (mixture of calls, reviews and updates)
everything in Advisory Lite plus, up to 10 hours a month of consultancy, mentoring and reporting support
Everything in Strategic Planner plus up to 20 hours a month consultancy, site visits (across the UK), custom dashboards and full strategic support
All retainers include priority response, monthly review calls and rolling updates to tools/templates