Wealth plus is an additional benefit of being a customer of Henderson and Co accountants. As a customer you are entitled to the Standard Annual Wealth Plus package with one of our business development experts completely free with no strings attached.
We will provide comprehensive business mentoring and consulting to help you achieve your goals and drive success. From window cleaners to investors, we can assist and offer direction and support for all types of business, and we believe our Wealth plus model is the perfect accompaniment to our accounting services.
During your Annual Wealth Plus package session, we will cover and discuss various aspects to set a strong foundation for your business goals.
Firstly, we will establish your business goals. This involves reviewing your business so far and discussing potential goals, discussing financial projections, and establishing Specific, Measurable, Achievable, Relevant, Time-bound (SMART) goals for the next year. By doing so, we ensure a clear direction for your business.
Next, we delve into basic SWOT research and competitive analysis. By analyzing your target audience and their needs, as well as studying your competition’s strengths and weaknesses, we can refine your product/service offering and develop an effective marketing strategy.
We also evaluate your current business operations and processes. This step helps identify areas for improvement and streamline your workflow. Additionally, we assist in developing a system to track key performance indicators (KPIs) so you can regularly review them.
We understand that your time has a real cost implication, after all “time is money” and we want to deliver real value for your time. So, we have selected the key areas we think all business should be thinking about and we focus on them in a session that should take between 1 and 2 hours. Then we will provide you with a tool kit that you can use for the rest of the year ready for your next free Annual Wealth Plus review.
Absolutely not. We want Wealth Plus to be truly useful and something you plan into your year in business. We do offer quarterly and monthly sessions, however there is no obligation to use Wealth plus more than once a year. If you do find Wealth Plus useful (and we hope you do) then you can book further sessions through your business expert.
Every business and person is unique so Wealth plus is tailored to your needs, but as a guide here is what we can cover in further sessions.
We can help you create a budget and cash flow forecast for the upcoming year, review your financial statements, and identify areas for improvement. If necessary, we can assist in securing funding through grants or investment, ensuring your business is well-supported financially.
As we progress, we develop a comprehensive marketing plan that encompasses both online and offline strategies. This includes identifying KPIs for your marketing and sales efforts. We could also help create a sales plan and provide training on effective selling techniques.
Throughout the year, we evaluate your progress and determine if you are on target to hit your goals. We then help identify opportunities and develop strategies to maximise your likelihood of success, and together we develop a plan for increasing profitability getting your business to where you want it to be.
At every step, our goal is to help you succeed. We understand that every business faces unique challenges, and we are here to assist you in overcoming them. There is no obligation whatsoever, and we hope that our yearly or if you choose more regular mentoring sessions will provide great value to your business.
If you would like to have further Wealth Plus support throughout the year then support subscriptions can be arranged through your Business expert of you can visit Henderson and co accounts website and sign up for the level of service you require.
|Service Level||Price per session Inc Vat||Frequency of sessions||Info||Make An Enquiry|
|Annual Wealth Plus||Free||Yearly||@Annual review and DIY tool kit||Enquire Now|
|Single session||£299||Single as required||-Bespoke sessions focusing on your needs
-Tailored and guided session utilsing the tool kit provided.
-More support and guidance on how to use the tool kit effectively.
-What to do with your newfound information and strategy planning.
A good choice for a one-off development of business problem.
|Seasonal subscription||£239 (20% discount)||4 Quarterly||Guided session where we assist in collating and creation of data for goal setting.
A more in depth look at the established data created in goal setting.
Indepth Swot and smart anaylsis.
Reviewsresponse every 3 months. A great choice for established businesses tackling growth and wanting an active mentor, consultation and business support.
|Monthly support||£209 (30% Discount)||12 monthly||All of the above and we do most of the heavy lifting and take an active role in helping you create goals, marketing strategies, sales training, funding applications and everything you could imagine that would help the strategic decisions of your business easier. Full support with 24 hour access to your business specialist.||Enquire Now|
We give you all components for success and you can then build the product into your business over time or you can sign up for further session where we will do the heavy lifting and provide a hands on service to provide the following.
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