Business Planning Packages

Helping Business of All Sizes and Locations

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

Below list some of the more popular business packages, there may be something below 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, or would like to discuss another area requiring finance
or supply chain strategic input, 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 Business Planning Package that suits your Business Needs

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

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. Provide detailed 13-week cashflow model with monthly totals for remaining 9 months, linking data to ledger balances and forecast model. Create scenario and ‘what-if’ modelling to provide options for various growth models. Additional narrative for business plans if required to support funding submission.

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.

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. Review of pricing and payment structure with recommendations of alternative options. Provide a plan to drive improvement against poor yielding customers.

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.

Logical BI Limited

Business Planning Package Testimonials

Thanks to the help and support of Pauline I am proudly off the ‘NAUGHTY STEP’ Costs are being Controlled Turnover has Grown Profits are Up. It’s a big step having a full financial ‘Health Check’ for your business but for me and Foyne Jones it’s already made all the difference.

Peter Jones Foyne Jones Limited

Everything I needed and so much more than I hoped for at the same time! I have a complex business. Several clients with multiple programmes and cohorts all running at once. I’d completely lost my way with tracking what comes in and out. Pauline understood my needs immediately and created something to track and understand everything in a way that’s easy to understand. This may be the first time in my life I am excited to work with a spreadsheet!

Jennifer Tarjanyi Fisterra Co Limited

Pauline, at Logical BI Limited created a business and cashflow forecast and profit & loss account, for our new business venture. Even though I have a financial background I knew it was important to have a fresh set of eyes and an independent prospective on the figures. Pauline did the forecast efficiently and quickly, liaising with us along the way. She also provided us with different market and pricing scenarios which was so useful and very clearly presented. We provided the forecast to potential funders and secured investment – our bar will open very soon! Pauline is a pleasure to work with. I highly recommend her for any business who need a better understanding of their overall finances, forecasts and management accounts.

Mandy Cardwell Calv Wine Bar