Business Planning Packages

Helping Businesses of all Sizes and Locations

Pauline knows that not every business is a multi-million pound operation that spends its time thinking about international logistics.

Some businesses are smaller, more local and are often owned and run by families but they still share some of the same problems that larger businesses do.

Smaller businesses are just as important to the well-being of the communities they are part of; without them local areas do not thrive. If you are the owner of such a business you still might need a helping hand.

Pauline is keen to help local businesses whenever possible and, with that in mind, has created a series of packages whereby local businesses can access her expertise and professionalism without breaking the bank.

Please see below, there is probably something there that will set your business on the path to increased efficiency and profitability quickly and easily.

If you see something that looks as if it might suit your business’s situation, why not give Pauline a ring with no obligation?

Pauline will not take a fee if she does not believe she will add value to your business.

Choose the Package that Your Business Needs

Logical BI can help your Company

Business Planning, Forecasts and Budgets

  • Align your business vision and strategy into business plans and financial forecasts.
  • Initial or Reforecast: 12 month detail plus quarterly to end of year 3.
  • Profit & Loss and Cashflow on Excel template.
  • Additional narrative for business plans if required to support funding submission.
  • Includes 45 minute initial discovery and 45 minute handover call.


Management Accounting Pack Creation or Refresh

  • Review of existing financial reports to create or refresh the current management reporting pack.
  • Align reporting content to match company strategy and targets.
  • Financial and commercial reports to include sales and customer metrics and multi-functional performance indicators.
  • Link management reports to existing systems for future updates, provide training for your finance team to update with monthly results.
  •  Includes 45 minute initial discovery and 45 minute handover call.


Financial Health Check & Performance Report 

  • Review of historic last year-end and monthly Profit & Loss, Balance Sheet and Cashflow.
  • Identify areas for improving profits and cashflow.
  • Create a minimum of 8 multi-functional performance metrics linked to available source data with templates to continue monitoring against targets.
  • Includes 45 minute initial discovery and 45 minute handover meeting.


Customer / Market Analysis 

  • Analyse customer returns by relevant business sectors/product/market mix.
  • Identify all costs associated with a sale and ensure correctly recorded within accounts correctly for a full recovery.
  • Identify the performance of customers by revenue, profit, and cash performance.
  • Provide a plan to drive improvement against poor yielding customers.
  • Includes 45 minute initial discovery and 45 minute handover meeting.


Detailed Cashflow Forecast & Cost Review 

  • Provide a detailed 13-week cashflow model with monthly totals for the remaining 9 months.
  • Link data to current outgoings, ledger balances and financial forecasts.
  • Provide Excel template for ongoing cashflow modelling.
  • Includes 45 minute initial discovery, 30 minute draft review and 30 minute handover meeting.


Financial Preparation for Financing or Investment

  • Review of existing Profit and Loss, Balance Sheet and Cashflow forecast; advising of required adjustments against existing accounts and reports as required.
  • Detailed monthly P&L, Balance Sheet and Cashflow forecast for next 12 months (cashflow detail 13 weeks then monthly) and quarterly year 2 and year 3.
  • Review of supplier order to creditor payment process and customer order to debtor payment process.
  • Reconciliation of current Trial Balance to ledgers; Profit & Loss and Balance Sheet advising of correcting journal where required.
  • Review full company systems, goodwill and personnel structure.
  • Includes 90 minute initial discovery and 90 minute draft review and 60 minute final handover meeting.


Cloud Accounting System Implementation

  • Review of business requirements and align to suitable cloud accounting system.
  • Review of historic data, data conversion and upload opening balances to new system, system set up bank, expenses, customers, order to invoicing process and suppliers.
  • Set up customised system reports as required.
  • One-to-one training for your business for ongoing input and reporting requirements.
  • Support for first digital VAT submission.


All packages can be adapted to match your business individual needs.

Do You Need Extra Support? Take a Look at our Retainer Services

Pauline has a series of Retainer Service Packages that will ensure your business is supported in the way that your company thinks is best.

See the Retainer Services Page for more details.