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What We Do

Our Business Planning Service

Business Planning

A great Business Planning process gets to the heart and soul of your business.  

Starting with your vision and the core values of your business, we’ll help you review and set the direction of your business for the next year.

Together we’ll review your past performance and clarify what you want to achieve going forward.

We’ll enable you to review actual performance against targets and establish a 90 day action plan to address immediate and critical issues.  

You’ll set solid and realistic business goals and define strategies for achieving them.  

Within a 4 hour session, we’ll create a clear and concise business plan which will act as a guide for you (and your team) to successfully implement your desired changes.  

It will ensure your business is on course for success.

Summary:

  • Review and set the direction of the business 
  • Identify, develop and prioritise your key goals 
  • Develop methods to communicate your business goals and vision with your team 
  • Develop a template to review actual performance against targets 

Time to allow:  

  • Pre-meeting preparation
  • 4 hr workshop

Call us today to understand how our Business Planning service will help you.

What our clients say

For us, there is nothing better than a happy customer.

Jayne Johnson

The whole team at Panthera are great! Working with them has been a huge support to my growing business. They help me to understand the numbers I need to know. They give me technology solutions like Xero so that I can process things quickly and have access to my own figures. They are quick to reply, highly knowledgeable, nothing is too much trouble and as well as making sure that everything is compliant and on time, they are enthusiastic, professional and fun to work with.

Jayne Johnson | Better People

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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