Services

Business Advisory

Make better business decisions

A business plan isn’t just for your bank manager’s benefit - it underpins everything you do. Here at Inform, we'll help you create a simple, workable business plan that identifies your goals and outlines how to achieve them.

As part of our business plan session, we’ll help you set targets for the 12 months ahead, and lay down insightful KPIs (Key Performance Indicators) to help you measure success. We’ll also identify vulnerabilities in your business, and establish a 90-day action plan to address immediate problem areas.

INSIGHTS BY INFORM

Our analytics app dovetails beautifully with Xero to bring you a whole host of handy features that will help you grow your business:

Cashflow forecasting - create accurate three-way cashflow forecasts with just a few clicks, plus automated tax calculations, custom payment terms and more.

KPI dashboards - build your own dashboard to keep track of your business performance against financial and non-financial key performance indicators, and set alerts to notify you of key changes in data.

PDF reporting - produce beautiful, meaningful, customised reports, downloadable as board-meeting-friendly PDFs.

Scenario modelling - explore the ‘what-ifs’ among your business data, by plotting possible scenarios and watching the permutations play out.

MANAGEMENT ACCOUNTS | VIRTUAL CFO

Management accounts are another essential tool in our business-building armory. Produced for you on a monthly or quarterly basis, they consist of a set of financial statements which allow you to better monitor your company’s performance.

Management accounts aren’t required by law in the same way that your statutory accounts are - but they’re unarguably more valuable.

Not only are they more detailed and tailored in format to suit your business, they’re compiled using up-to-date figures from your most recent period - as opposed to numbers from the previous tax year like all regular accounts.

Acting on this real-time data, you’ll be in a better position to respond to trends in your sales, expenses and cash flow - and make the big calls on your business’s next steps.

Ebook

Download your free financial KPI guide

Need help setting and achieving your goals? The KPIs listed in this guide will help provide the insight you need to keep your business growing. We can help you set your targets, track your data and report back through the provision of management accounts - a monthly or quarterly set of statements that put you firmly in control of your finances.

Get the guide