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What We Do

Business Planning

Business Planning

An action plan that taps into the heart and soul of your business and gets you really focused on your most important annual goals

Are you experiencing any of the following challenges?

  • Procrastination or feeling a bit lost within your business
  • Too busy fire-fighting and managing the day to day
  • Feeling overwhelmed or not sure where to focus
  • Unclear where to take your business in future and how to get there
  • Struggling to make strategic decisions

A great business plan gets to the heart and soul of your business and leaves you feeling energised and motivated about the future.

Starting with your business vision, our interactive Business Planning workshop will help you review and set the direction for the coming year. We also look at what you want to achieve personally.  As we want you to have a truly successful business that provides the income to support the lifestyle you want… and enough time to enjoy it!

We explore your company purpose, values, ideal client and get clear on what makes you different from the competition so that you can identify your most important opportunities and critical challenges. You’ll set solid and realistic business goals and define strategies for achieving them.

Together we’ll create a concise business plan which will act as a clear guide for you (and your team) to successfully implement your desired changes and review on a regular basis.

Benefits of our Business Planning service:

  • Align on future business direction and improve decision-making
  • Identify critical challenges and opportunities and how to resolve or maximise them
  • Clarity on what support and resources you will need to achieve your goals  
  • Create a topline annual budget to ensure your goals are realistic
  • Enables you to communicate your business vision and goals with your team
  • Ensures the business is meeting your personal requirements
  • Tap into a range of accounting, business, marketing and coaching expertise
  • Confidence that you’re headed in the right direction

How much time will it take?

  • 30mins for you to complete our online pre-work questionnaire
  • Full day in-person workshop at Panthera offices

    Who might need to attend?

    • Director/owner, Leadership team

    Moving to Panthera is easy

    It’s a big decision to move accountants. We get it. That’s why we have a clearly defined process in place to make it as straightforward as possible.

    Step 1: We have a short initial discovery meeting to understand your needs so we can create the perfect service package for your business

    Step 2: You receive your tailored proposal with one simple monthly fee and you e-sign the letter of engagement

    Step 3: You provide your current accountant with notice – and you leave the rest to us!

    We liaise directly with your previous accountant regarding the transfer of information. We request authority from HMRC to act on your behalf. We handle as much of the admin as possible, so you can get on with running your business – safe in the knowledge that everything is going on in the background. And if there’s any action for you, we let you know.

    Contact us to find out how we can help you

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