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Strategic Planning

Brearley & Co Strategic Financial Planning is designed to improve the communication between accountant and client by providing a clear and professional analysis of key financial information. Strategic Financial planning is a vital tool in creating value-added services and improving client performance.

Strategic Planning allows fast and accurate analysis of key financial information. The package allows you to instantly ‘stress test’ your financials, uncover the cause of any difficulties, create projections and illustrate complex ‘what-if’ scenarios.

‘What-if’ analysis

Strategic Planning allows for a wide range of complex scenarios to be illustrated in a simple and straightforward way.

For example:

  • What if sales improve by 10%?
  • What will the impact be if I reduce debtor days from 70 to 60 days?
  • What will be the impact on cashflow if I increase my volume by 5%

‘What-if’ analysis can be carried out on any entry in the profit & loss or balance sheet drivers as well as in the financial statement columns. Simply change the number and the software will instantly recalculate the business model to show the impact of the change. Multiple Undo, Redo and “return to base model” options allow you to quickly evaluate and pursue different strategies.

‘Goal- Seeking’ analysis

Strategic Planning’s goal seeking function allows you to set a financial object and illustrate what strategy changes will be needed in order to meet that specific goal. To carry out a goal-seek, simply change any variable (or combination of variables)to the required figure and the goal -seeking screen will appear to illustrate what speps are needed to achieve the desired result.

The system will then allow you to decide which of these steps are realistic and appropriate, helping you to develop a complete strategy to achieve your goal.

Unlimited strategy development options

Dynamic budget vs. actual reporting allows you to make projections as you budget. Just two periods of profit & loss and balance sheet data are needed to begin the process. Within twenty minutes of beginning the loading process, you will be able to discuss detailed financial diagnostic reports.

Once strategic planning is loaded, a wide range of analysis tools are available at the push of a few keystrokes. The system carries out an instant and comprehensive health- check which identifies key business drivers, results and performance measures. A professional fourteen-page diagnostic report that summarises the key findings can also be printed out.

The system provides a ‘graphics view’ option which is specifically designed to communicate financial strategy clearly to someone with limited financial expertise. The easy-to-understand flowcharts are ideal for presenting financial information to your board members.

Contact Us

We are here to help, for further information please call
01709 581667 or email admin@brearleyandco.co.uk

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I would highly recommend Steven at Brearley & Co Accountants. On Steven’s advice we moved to Quickbooks and it was a brilliant decision. He has helped to streamline our accounting so that it now runs much more efficiently. Nothing is ever too much trouble, even if the question is a rather minor one. He is always at the end of the phone or email if any advice is needed and responds to queries very quickly. Steven delivers a friendly, personal and professional service and his knowledge of Quickbooks is second to none. I cannot recommend Steven highly enough; he is an excellent accountant!

PAC Groundworks

Emma Critchlow

Brearley & Co Accountants has been the perfect find for all of our accounting needs and business advice and support. They place customer satisfaction at the top of their agenda and backed up with all of the knowledge you could ever need to know for starting or running a business means any enquiry or concern is swiftly dealt with and the support offered is second to none. As a new business owner I couldn’t recommend Brearley and Co Accountants enough as the perfect support for your new venture or as an alternative with an extremely approachable and professional manner.

Elite Highways

Matt Lindsay - Director

Brearley Accountants have provided Silver Healthcare Ltd with Accounting Services for around 20 years, as well as a trusted advisor, they have provided sound professional advice on numerous occasions. The team headed by Mark Smallman are very proactive and professional, special attention has always been provided regarding general accounting and tax requirements enabling me and the team to concentrate on the running of the business. Top quality accounting with a friendly personal approach.

Silver Healthcare

Roy Young

Yates Drywall have worked with Brearleys since we began trading in 2014. We have found them to be professional and proficient, whilst friendly and helpful. Brearleys have helped us to grow our business and provide us with reassurance that we are complying with regulations. If we have any queries they always come back to us and proactively support us in ensuring our business runs smoothly. I would have no hesitation in recommending Brearleys to others.

Yates Drywall

Helen Yates

Taxation and accounting requirements can be somewhat of a minefield when it comes to running your own business. It is such a relief to know I have Brearley & Co in my corner, taking care of all of my company and personal accounting and taxation affairs, leaving me with much needed time to concentrate on running my business. They always provide an efficient, professional service delivered in an easy to understand and friendly manner.

CBW Professional Services Ltd

Amy Legg