Try our business advice service and let us take some of the strain

As part of our business advice service as well as offering 1:1 bespoke advice, we also offer our clients (and non-clients) workshops, to help you to achieve your business aspirations. These are free to our Gold and Platinum clients and are run at our Nailsea office in small groups.

Our up and coming events:

28 March – 17:00 to 19:00
Money Matters: a series of events for businesses who are looking for new ways to increase their profit and grow. It is an opportunity to evaluate your business, make vast improvements and network with other businesses in Nailsea.
Free Register here

6 April – 10:00 to 15:00
Strategic Panning Day: covering your personal objectives, strategic objectives, challenges you may face and management information & KPIs. By the end of the session you will have established your business strategy & the outline of a business plan. Lunch is included.
£500 / Free to Platinum clients Register here

26 April – 18:00 to 19:00
Directors’ Workshop Webinar: designed to help you to understand the financial side of your business better, to help you run your business more effectively. If you would like help with reading your accounts, understanding management accounts and non-financial KPIs, helping you to make sense of your profit & loss, please join our webinar.
£30 / Free to Platinum clients Register here

28 April – 10:00 to 15:00
Budget Day: we will look at the total year and monthly evolution of sales and costs, putting in place an action plan to achieve your desired results, covering; sales (volumes & prices), costs of sales (product, labour & efficiencies), overheads (premises & other overheads), people (training & recruitment), technology (processes, automation & software) & marketing (cost & return). Lunch is included.
£500 / Free to Platinum clients Register here

10 May – 18:00 to 20:00
Xero Workshop: introducing bookkeeping, setting up customers & suppliers, sending quotes & invoices, adding purchase orders, Receipt Bank, bank feeds & reconciliation and basic reporting (profit & loss, debtors for collecting cash & creditors for paying suppliers).
£30 / Free to our clients Register here