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SERVICE PACKAGES

In today’s world it’s essential to know where you stand with your finances, to ensure a good living today and have the confidence and certainty to plan for the future.

Complete clarity on your personal and business finances means that when those unexpected events do happen you’re safe in the knowledge that together, we’ve got a handle on the all  important numbers!
There are 3 ways to work with our specialist finance team.

ACCELERATE

ESSENTIAL

Clarity+
  • A simple annual report that shows where your current finances stand so that you know where you stand with your finances so that you don't have to worry and feel confident about making financial decisions for you, your business and your family.

  • Help in keeping your records in order giving you complete peace of mind, because you have complete visibility on what your numbers are in real time using our online software packages.

  • Financial planning to help you have complete clarity on what’s needed to achieve your dreams/goals and how you can make those dreams your future reality.

  • A “pay less tax” annual review, ensuring your only pay the minimum amount of tax, legally, so you have more money in your pocket.

  • Taking the hassle of dealing with the tax man from you so you never have to worry about completing paperwork or feel the fear when the brown envelope lands on the mat.

  • Access to our expert team through free telephone and email support to answer your financial questions whenever they arise.

 From @ £69.00 pm

 

Grow Package

In addition to the basics of our Clarity+ service this package provides you with:

  • A bespoke business growth plan based on your specific goals for the next 3 years. Your business growth plan provides you with detailed focused actions for the next year and the next quarter to enable you to keep on the right track for growing your business.

  • Access to our business growth clubs, where you can access the information, tools, and techniques necessary to enable you to implement your growth plan, whilst benefiting from the knowledge and skills of not only our team but other business owners in a safe and supportive environment.

  • Quarterly business performance reviews to enable you to see you results as measured by your key financials and your own selected Key performance indicators.   

From @ £139 pm

 

 

 
Accelerate Service Package

For the serious entrepreneur who needs up to date and current management information and our virtual FD services:

Building on the basics of Clarity+ and Grow service packages, you’ll be provided with:

  • Monthly business specific performance reports and insights, including cashflow and budgets projections, to enable you to know exactly where you stand financially.

  • We’ll act as your “virtual” financial director not only providing the core financials that will drive your business but also the intelligence to enable you to use the information to make the right decisions for your future plans.

  • A quarterly strategy/plan review workshop to ensure your focused on your objectives and growth trajectory.

  • 1 to 1 coaching/ mentoring to ensure you have the skill, knowledge, and tools you need to enable you and your business to succeed and reach your goals. You’ll have access to our 30+ years of working with hundreds of businesses and their owners achieve success.

From @£349 pm

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What's included

Seminars and Client Updates

Each year we plan and deliver client seminars to provide our client base with the opportunity to gain valuable business and financial advice via a number of FREE half day seminar sessions.

Free software & Support

All our clients receive FREE telephone and e-mail support as part of our service, so you are not going to get a bill just because you needed to get an answer to a question.

Fees & Direct Debit scheme

All our fees are agreed "up-front", meaning you'll never get that "surprise bill". To help clients further we are offer our direct debit scheme to spread the cost of our services over several months 

Other Services supplied by Positive Practice

BUSINESS FINANCE

Help in finding  additional funding for your business

TAX PLANNING FOR ALL

Regular client reviews to implement potential tax savings. Contact Us to discuss our various tax mitigation strategies.

POSITIVE START 

For people who wish to set up or have just set up their new business

ESTATE PLANNING

For help and advice in protecting your loved ones and ensuring transfer of your assets runs smoothly

CLOUD SERVICES

Best business cloud accounting tools for your business

FINANCIAL ADVICE

Contact Us for help and advice in getting the right financial protection insurance and pension schemes.

LEARN MORE