Business Planning Services

It’s a fact – if you are in business you need a business plan. The better the plan, the more likely your business will be a success. The team at Perrys Chartered Accountants can help you to think in depth about your business and bring real clarity to planning for everything you want to achieve.

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Business Planning with Perrys Chartered Accountants

We work closely with a wide range of clients in many different types of business. As a result, we understand a great array of ambitions, plans and ways of working.

We help startups, young businesses and established enterprises to build effective, achievable business plans. We understand businesses and business people, and we are on hand to help you formulate and achieve your goals.

Victoria has looked after the tax affairs of my consultancy for 20 years. Throughout that time, her work has consistently met high standards of accuracy and presentation.

Don Brand

Steve makes me feel that I am his only client, perhaps I am?

Lionel Becker

Victoria Pearson demonstrated a clear, concise and effective high quality accountancy service for this year’s tax return submission.

Mark Lucas

Just wanted to drop a quick note to say thanks once again for all the work you’ve done and assistance you’ve given me with my company accounts and tax returns this year.

Pip Ellwood

Perry’s Accountants have surpassed their services in helping me set up my new business.

Pure Panna

What Do Our Business Planning Services Deliver?

At Perrys Chartered Accountants we’re proud of the way we get to know our clients and their businesses. Based on our relationships with clients, we are able to build financial plans which are robust, achievable and in line with what business owners want.

Our fully qualified team brings its extensive experience to business planning for clients at different stages of their business development.

You will find Perrys Chartered Accountants an invaluable partner for business planning, whether you are:

  • starting a completely new business (see our Get Up and Grow™ guide)
  • moving to the next stage of an established business
  • exploring routes for selling or exiting your business

Our business planning services will help you to:

  • Set out trading milestones
  • Project your income and expenditure
  • Maximise tax efficiency
  • Work out your personal financial needs
  • Check your progress
  • Forecast next steps
  • Adjust plans as needed

We will work with you to decide on the right business planning cycle for your business. For example:

  • Write a 3-5 year business plan
  • Give detailed plans and projections for 6 months ahead
  • Plan in less detail for the following 12 months
  • Broad plans for 12 months thereafter
  • Outline to end of business plan

Within the planning cycle, you need regular reviews.
For example:

  • Quarterly reviews, including:
    • Progress check against the plan
    • Revisions and amendments to original plan, according to results and external factors
  • At least 6 months before the end of the planning cycle, prepare for the next 3-5 year plan

Why Is Business Planning Important?

It’s a sobering fact that less than 50% of new businesses survive for more than five years. That’s fine if the plan is for a relatively short life for your business, with a profitable business sale at the end of it.

However, if you want to build a business that lasts for your working life and beyond (perhaps for your children to follow in your footsteps), you clearly need to think in different terms.

In all cases, you really do need a properly thought-out plan with enough financial detail to give you a real chance of success.

With a clear road map you can assess how you’re doing on a regular basis. By checking your progress you can decide whether your plans need modifying or even completely revising.

Perrys Chartered Accountants can help you navigate through multiple business planning scenarios. Get in touch now to give your business the strongest prospects for the future.

What Is In A Business Plan?

At Perrys Chartered Accountants we understand that all business plans need to be tailor-made for each individual client. However, they do need to cover a range of essential elements.

We can advise you on best practice for creating business plans that will stand up to scrutiny from stakeholders in the business (including employees), banks and potential investors.

You may also like to see’s pages on Writing a Business Plan.

Core elements of a business plan:

  • Main business objectives
  • Mission statement
  • Keys to success
  • Industry and market analysis
  • Competitor review
  • Marketing plans
  • Team structure
  • Financial projections, including cash flow
  • Tax position
  • Funding requirements

Working With Perrys Chartered Accountants

We have seven branches in London and Kent, with qualified specialists in business planning for different sectors throughout our network.

Our clients benefit from all our specialist knowledge. To start your business planning process, contact us now for a friendly, informal, no-obligation consultation.

Contact us today