Business Planning & Strategy Services

Our Business Planning & Strategy services are focused on making sure you earn more money and keep more of that money for you and your business.

Business Planning & Strategy Services in Surrey, London | Atek Accounting

Providing strategic business planning in Surrey and London

Too many businesses fail to perform to their true potential because there are things happening beneath the surface that the owner doesn’t become aware of until it’s too late. With our Business Planning & Strategy services, we ensure that the key information is right in front of you. Get started today.

Reach your true potential, with our business planning and strategy services including:

  • Forecasting & Budgeting – Our detailed business modelling will help you understand your business and plan for future growth.
  • Cashflow Forecasting – We provide visibility into your cash position at any time.
  • Business Advice – Providing business advice and sales planning to business start-ups and companies looking to expand.
  • Finance Director / CFO Services – We have the knowledge and experience to deliver your Finance Director function.
  • Finance Management and Control – Supporting your business with as little or as much help as you need.
  • R&D Tax Credits – We have the experience to assist innovative businesses in preparing R&D tax credit applications for a successful outcome.
  • Management Accounts – With regular bookkeeping and finance administration in place, our accounts team can use this up-to-date financial information to prepare regular management accounts. Management accounts can be prepared on a monthly or quarterly basis, which will help you monitor your progress against your budget as well as improve your ability to chase trade debtors and keep track of suppliers’ invoices.

Key planning & strategy considerations for businesses:


Cashflow is the lifeblood of any small business. It really does not matter how well you think your business is doing; it simply will not survive if there is more cash going out than money coming in – whatever the reasons. Running out of money without realising it is the worst thing that can happen to a business. So looking ahead is crucial.

In simple terms, cash flow forecasting is about predicting future levels of cash to ensure your business has enough to survive. The result of a cashflow forecast is an estimated bank balance at the end of each period covered. When done effectively, cash flow forecasting can even work seasonally, meaning that you can plan for specific variations in cost depending on the time of year.

Forecasts and Budgets

We can help you create realistic financial forecasts and budgets. Planning and forecasting are the keys to financial peace of mind, and at Atek, we know they are one of the main stepping stones to a successful business.

We can provide you with financial forecasting to suit your requirements, either in terms of managing your monthly cash flow forecast or perhaps preparing a 5-year plan for potential investors. Near the end of their financial year, many of our clients like us to help them put together a budget for the following year, either in aggregate or on a monthly or quarterly basis.

Budgeting can be an excellent way of making sure revenue milestones are achieved and costs are kept under control and in line with expectations.

Business Planning

We can help you put together a well-considered business plan, which will allow you to plan and formulate realistic and accurate forecasts. We will then use this information to create a financial model that will tie these financial projections to your cash flow statement and balance sheet.

For businesses looking to raise external investment, a good business plan is the key to demonstrating your commercial credibility.

Online tools (Xero/Dext)

We are organised so that our clients have direct access to their dedicated accountant and are also supported by the resources across the entire team.

Online accounting and bookkeeping packages like Xero and Dext automate processes like payment collection and invoicing. We help you produce and understand the financial reports based on the data in these systems, so we can accurately monitor your business’s progress towards your defined performance targets.

“When our Financial Controller left, we knew we didn’t need a full-time controller on staff, but we still needed the expertise for the business. Other accounting firms offered the solution of a junior person who would follow set procedures – but Kerrie offered us an outsourced solution based on a true partnership. When Kerrie is in our offices, she’s part of the team – it’s not ‘who’s that person?'”