Supporting Your Business Planning

Let qualified experts take care
of your business planning

Building financial models, forecasts & budgets really give you an insight into the future and shape the decision making process. Business planning covers all these aspects

Our Approach

For those of you who are setting up a new business, expanding your product or service offering, taking part in a new business venture, you’re going to need a business plan. Although especially important for new businesses, a business plan can provide you with a roadmap that you can refer to, to ensure you and your business stay on track to meet your goals and objectives. We appreciate that writing a business plan can seem intimidating as well as time consuming but it doesn’t have to be.

Creating a business Plan

Let us assist you with your business plans to outline what your business does and what you are
trying to achieve, what the market opportunity is, what makes your business special and how you can make it a success. Our financial consultants have extensive experience in writing business plans and can reduce the burden placed on you.

The approach we, at Aspreys take towards creating a business plan:

Creating an executive summary

An overview of your business and your overall plan. The aim of this first section is to provide a snapshot of your plan.

Company overview

Providing an insight into your company, the problem your business addresses, how you solve this problem, the history of your company and the structure, including owners.

Market analysis

Outlining your competitors and industry trends and any market research you have carried out. Who and where you’re selling to, providing insight into your customer profile.

Business organisation and management structure

More insight into the operations of your business, including a SWOT analysis, covering how your strengths will be used to capitalise on your opportunities and how your weaknesses will amplify your threats

Products and services

A clear overview of the products or services that you offer, including key differentiators to your competitors

Marketing & sales plan

Explaining further about your products or services, pricing strategy and the methods you’ll utilise to promote them

Financial plan and projections

Detailing the numbers; sales forecasts, costs of goods and services, profit and loss forecasts, cash flow statements and balance sheet

What our clients say

Our work is our passion. We are proud of what we achieve every day.

Google Rating

5.0

Based on 20 reviews

Aspreys Accountants and HR

5.0

Mandy Curtis

1670328477

This company is amazing. Highly recommend. Not only are they great at what they do, they go above and beyond on a customer service level.

Richard Barwick

1668167923

As a small, growing business in the building retrofit and decarbonisation sector, I totally recommend Aspreys.

noah morris

1664958844

I have been using Aspreys since setting up my business last year and they have been great! The team are really friendly, always so helpful and quick to answer questions and I would recommend them to anyone looking.

All Things Iyla

1663747543

We have used asprey’s for a number of years & had dealings with Dan, Duncan, Rhiannon, Claire throughout our time & all I can say about them all is they are professional & very friendly, I would recommend them to anybody. They do everything that’s asked & more. They really are a great company & make your life easy regarding all the stresses that come with accounting.

Elaine Eyers

1661347898

I am very impressed with this company. Good communicationand no hassle. excellent.I have dealt with Claire Sandhu and it was a pleasure.

Tor Wright

1653676645

We are a new, fast growing business and since the first day we began using Asprey’s they have provided us with 5* support and service. They go over and above to help you and ensure that you never miss time sensitive deadlines. Asprey’s enabled us to spend our time on more valuable areas of our business without the worry of neglecting the accounts side. They spent one on one time with us to explain in detail how everything works and how we would work together. Asprey’s has taken a very stressful part of the business and made it completely streamlined. The peace of mind we have is totally priceless. We can’t thank them enough!

Paul Brown

1653469246

Having used Duncan Finn from his early days as a sole accountant, I have been using Aspreys for a few years. I have valued his advice and the service that Aspreys offer. I particularly want to give a shout out to Claire Sandhu who is always bright, cheerful and friendly. She is also very professional in her approach and her customer service is exemplary.

F C

1629718753

When you start a business, accounting is never really a priority. As you are probably focusing and getting the business of the ground. Overlooking your accountant/accounting could be a mistake easily avoidable though. After a few chaotic years…to say the least. I made contact with a few different accounting firms and I am glad I picked Aspreys. Daniel was my first point contact, he was calm and reassuring. Well over 1 year down the line I do not regret. The whole team is there to take the hassle away from me. I only see the important information and they are always ahead of the game. I work closely with Rhiannon and with Claire they are providing an outstanding service. I know I am in safe hands this mean I can focus on the business…

Chr. Gyldenløve

1629317525

Aspreys has been helping us for more than a year now keeping up with tax and vat filings. They are always extremely helpful and go the extra mile to answer any questions we have. They seamlessly integrate Xero and Hubdoc making it very easy for us to track the accounts. Would recommend them to both start-ups and larger companies.

Stacey Milburn

1629284201

Have had a great experience with Aspreys so far. They’re so lovely to deal with and have really looked after us ensuring that everything was completely smoothly! Thank you Aspreys.

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Frequently asked questions

Why work with an experienced CFO from CFO hub?

Aspreys’ CFOs can provide leadership, direction and management of your financial and commercial needs. Providing strategic recommendations, your CFO will also manage the processes for financial forecasting and budgets and oversee the preparation of all financial reporting, advising on long-term business and financial planning.

Why is it so important to have up to date business plans?

Your business plan is your high-level summary about why you are in the business, and how are you going to reach your goal. Business plans are used to attract funding, evaluate future growth, build partnerships, or even guide development – and we know how all these things constantly evolve over time!

How often will we be working with our CFO?

Quite simply, this depends on your business requirements and what stage your business is at. Do you need your CFO to drive fundraising, optimise spending and cash flow, or increase overall revenue and profitability? We’ll recommend the level of support we feel is right for you!

How would a CFO assist with obtaining a bank loan?

A CFO will analyse when and what type of business finance would be best for your business. Your CFO will understand the various types of finance available in the market, speak with a number of our partners, provide the required information and negotiate on your behalf.

How would a CFO assist with attracting investment?

Your CFO manages the financial activities of the business – reporting, budgeting, cash management – so with everything well managed, you’ll give investors more confidence in your business! They’re also an additional pair of eyes and ears for the start up team – advising, coaching, and ensuring it’s the right deal for you.

Will our CFO be working virtually or in the office?

We would suggest, depending on your business needs, our CFO comes in one or two days a week. However, many businesses prefer our CFO services virtually through zoom calls. Let’s schedule a complimentary 15 minute consultation to discuss what you’re looking to achieve.

Business Planning