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Business Planning and Budgeting

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Planning is about bringing the future to the present so you can do something about it now.


If you want your business to achieve its full potential, you need to know where you are going and how to get there. Without a clear, realistic plan, it’s easy to get side-tracked by the day-to-day running of your business.

Business Planning not only helps you to shape and grow your business. It is also essential if you need funding. Banks and other financial sources will require a detailed and valid business plan before deciding whether to lend you money.

At Platinum Chartered Accountants we’ll use our technical expertise and knowledge of your business to help prepare realistic, commercially aware budgets that enable you to set cash flow and profit requirements and provide a benchmark against which you can measure your actual results.

As well as helping you to manage your business, while improving your bottom line, our budgets and financial forecasts also help provide reassurance about its viability to lenders, investors and other stakeholders.

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