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Insight

Brisan Accountancy

Insight • 

These are outlined below to demonstrate how they can bring value to your business

Using the depth of information from our Clarity reports, Insight focuses on the ‘what-if scenarios’ and what impact this can have on the business’ bottom line profits.

As skilled professionals, we would act as your non-executive financial director, reporting on business performance, the variance and analysing why numbers are moving the way they are.

We will work with you on preparing budgets, cashflows and identifying key sales and cost drivers in the business, allowing us to focus on what actually matters. Peter Drucker said “What gets measured, gets managed”, a slight adaptation could be. “What gets measured, matters” and this is what we would like to report on for your business using our Insight service.

We have clients that have transformed their businesses by using this service, bi-weekly, monthly and quarterly depending on their needs. For us to make a difference, we believe, monthly is a productive use of time by using the Clarity reports provided as the discussion focus.

As your Non-Executive FD, we will be there to help you understand what your numbers are telling you and to spark those ideas for change.

Insight

Accountability Map

Month 0

(Zoom)

Key Numbers – 15 mins

Levers of Success -15 mins

Simple Action Plan

  • 3 agreed priorities for client
  • 1 for Brisan
  • 20 mins

Next Steps -10 mins

1:00 hrs

Month 1

(F2F or Zoom)

Create a detailed Action with your client (using the tasks already created and built out).

Complete a Tax Review to show tax savings.

1:30 hrs

Months 2-10

(Zoom)

Monthly Accountability Calls

Review Actions

Discuss successes and corrections for continued improvement

Agree priorities for next month

45 mins

Month 11

(Zoom)

Monthly Accountability Call

Are we doing 2nd year together? If so…

Revise 7 Key Numbers and Levers of Success

Revised Profit & Cash for next year and create Action

Plan with the client (bringing forward any incomplete tasks)

1:30 hrs

Month 12

(F2F or Zoom)

If continuing for 2nd Year, build a new Financial Plan that matches the new agreed Action Plan.

Sense check the plan from a cashflow perspective.

Set agenda for Monthly Accountability Calls

2:00-3:00 hrs

Insight

Planning Map

Month 0

(Zoom)

Key Numbers overview -15 mins

Levers of Success -15 mins

Action Plan
• 3 agreed priorities for client and
• 1 for Brisan
-20 mins

Next Steps -10 mins

1:00 hr

Month 1

(F2F or Zoom)

Create a detailed Action Plan with your client (using the tasks already created and built out)

Complete a Tax Review to show tax savings.

1:30-2:00 hrs

Month 2

(F2F or Zoom)

Build a Financial Plan and budget in Clarity and/or accounting software that matches with the agreed actions.

Review and plan financing needs. Sense check the plan from a cashflow perspective

2:00-3:00 hrs

Month 3

(F2F or Zoom)

Review Actions

Discuss successes and corrections for continued improvement

Review Financial Performance Agree priorities for next month

2:00 hrs

Months 4-5, 7-8 & 10

(Zoom)

Review Actions

Discuss successes and corrections for continued improvement

Detailed analysis of variances

7 key Numbers Review

Agree priorities for next month

1:30– 2:00 hrs

Months 6 & 9

(F2F or Zoom)

Review Actions

Discuss successes and corrections for continued improvement

Detailed analysis of variances and Year-end tax planning review.

Agree priorities for next month

2:30 hrs

Month 11

(F2F or Zoom)

Are we doing 2nd year together?

If so…

Revise 7 Key Numbers and Levers of Success

Revise Profit & Cash for next year and create Action Plan with client (bringing forward any incomplete tasks)

2:00-2:30 hrs

Month 12

(F2F or Zoom)

If continuing, build a new Financial Plan that matches with the new Actions

Plan. Sense check the plan from a cashflow perspective

Set Meeting Agendas for next year

2:00-2:30 hrs

Want to talk?

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    What our client's say

    "We have complete confidence in the professional service that Brisan provide, we would have no hesitation in recommending their services to others and hope to continue working with them for many years to come."

    Cool Dynamics

    "Very professional and friendly team always willing to help out and their personal approach makes them stand out from other accountants. They have the ability, capacity and skills to handle our deadlines and dealing with late adjustments in the process. We would have no hesitation in recommending Brisan Accountancy”

    GPS Projects

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