Proactive Business Planning Workbook
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Your filed accounts will be a window into your company for lenders, suppliers and potential partners. They must see your business in the best possible light – the key to achieving that is in proactive planning.

This workbook takes a holistic approach to planning, factoring in all aspects of your business and goals. We will walk you through the key areas you need to review ahead of your year-end to ensure
your business:

  • Has maximum cash reserves
  • Reduces liabilities
  • Minimises tax bills
  • Claims all available allowances
  • Delivers the remuneration package you need, tax-efficiently
  • Gets you ready for another successful trading year

In each section we have suggested some actions and made space available for you to note your own, taking into account your personal circumstances.

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Do you want proactive advice like this as part of your accountancy service? Learn about how we can help you Make Money, Save Money, Look Good, Feel Good.

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