Strategy and planning

Data-driven decision-making

Business planning comes naturally to some people. But for others, it can be frustrating. What do you need to make a strategy? How do you build a forecast? Where should you even begin?

The beginning of any plan or strategy process is appreciating it’s just that – a process, not a final result. So, be patient and get into a forward-thinking mindset. Then, seek advice, so you’re not going into it blind.

Over the years, we’ve helped hundreds of business owners create robust business plans. That means we know what works, what doesn’t, what investors want to see and how to communicate your plan.

Data is incredibly important. A proper plan will include multi-year financial projections, income forecasts, balance sheets and cashflow statements. Putting these together is a job in itself – luckily, this is where we shine.

Ultimately, a plan is useless without a way to carry it out. So, we’ll sit down with you to work out how you’re going to get to where you’re going. You’ll be surprised how fast your business becomes the best version of itself.

What’s it like to
work with us?

“I moved to Barcant Beardon in 2011 and have been consistently impressed with their professional and proactive approach. They introduced me to XERO accounting in January 2013, which with their dedicated support and expertise was a very smooth transition. XERO has made managing my financial affairs easier and less time consuming and I have not looked back since!”

- Louise Petre

Speak to us about your finances

We’re committed to giving you our time, respecting you and your business, and showing you the difference a great accounting service makes.