Clarity Call •
Regular advisory calls with an expert accountant •Â
We believe that every business owner deserves to have access to the very best information and expert advice from their accountant on a regular basis.
Business owners come to us because they want proactive advice and peace of mind, they’re fed up of only speaking with their accountant after a problem occurs or long after their financial period has ended, meaning opportunities are missed for tax planning, growth and change.
Brisan Accountancy is focused on delivering a hands on and proactive service and strongly believes that a business should not have any surprise bills.Â
Our Clarity Call is designed to meet this need. You will have a regular structured phone or video call with your client manager that is bespoke to your business to discuss your numbers, opportunities, tax planning, business problems and solutions on a weekly, fortnightly, monthly or quarterly basis.
The service is offered as a stand alone service or part of our Clarity package.
The Call
We will pre-schedule calls for the year ahead, but don’t worry these are flexible, so if something comes up, we can reschedule to suit your diary.
Calls will typically last 30 to 60 minutes and we will prepare an agenda in advance, keep a schedule of action points and ensure we maintain a productive structure so that each call is successful.
Your Numbers
During the call we will discuss your business’ numbers, reviewing your cloud accounting software ensuring any queries are dealt with, checking who owes you money and who you owe is accurate. We will discuss your short term cash-flow needs and help identify areas and opportunities improvement.Â
If you receive the Clarity Package, we’ll spend time discussing your monthly management account report, ensuring its bespoke to your business needs and what’s important is measured.
Tax
We know tax is a minefield and a burden to business owners.Â
Our goal is to educate owners without any jargon, so they understand their tax obligations.
During our calls we will highlight if there are obligations to register for new taxes, such as PAYE, CIS or VAT.
We’ll discuss how you can operate tax efficiently, plan for tax bills and reduce your tax exposure.Â
This will cover your business and individual taxes.
Systems
We know systems are supposed to make your life easier, so we’ll be sure to understand what you’re using and how you’re using it.
We’ll discuss your pain points and be able to make recommendations and can help with improvements.Â
This could include, but not limited to, stock control, project management, expense management, CRMs, payroll, making payments and collecting payments.
Your Team
Your team is likely to be your most valuable asset and cog to your business successes.
Use our calls as an opportunity to bounce ideas and get support about your team.
We can discuss the impacts of KPI setting in the team, pay structures and potential costs of running and growing the team.
Problems and Solutions
Running a business can feel like a lonely place. We’re your business partner, working with you, not just for you.Â
During our calls we can discuss any business problems you’re having, act as a sounding board, validate and challenge your ideas and help you find solutions.
