Do you need help with planning or monitoring your business?

Planning, measuring and monitoring are crucial to any businesses’ success. Not only is it important for the business themselves but also to support finance applications, especially bank lending. Rather than trusting your intuition and making snap decisions why not take a more measured approach? Research shows that those businesses that do plan and have clear strategies are far more successful.

What is included in our management accounts and information services?

  • Monthly or quarterly management accounts

  • Reporting of key performance indicators that are the underlying drivers that run your business

  • Help with in house systems for you to produce your own information

  • Training on how to get the most out of your information

  • Supplying management information to lenders
  • Actual performance compared to budget and/or comparative periods

  • Costing information, including break-even turnover levels

How can we help your business through our business & strategic planning services?

  • Identify where you are now

  • Agree on long-term strategic goals both personally and for the business

  • Identify the blocks in the strategy

  • Agree an operational strategy to overcome the blocks and meet those goals

  • Develop business growth systems

  • Grow a great team of people

  • Monitor your results against those goals

  • Manage the money in your business

  • Develop an exit strategy


“WBV are so easy to contact, there is always someone there I can speak to and rely on to help me quickly.”

Patricia Edmunds • Hanford’s Chemist

“We find WBV to be very responsive, approachable, thorough and a good sounding board. They offer a different and valuable perspective on business issues.”

Peter Morgan • Hutchinson Thomas

“I can’t stress how helpful WBV are, they make running the business side of the practice so much easier and simpler – they just sort everything out for us.”

Sharon Roderick • St Teilo’s Dental Practice

“They are very attuned to needs of medical practices and are very knowledgeable of the underlying circumstances around running general practices.”

Kath Morgan • Fforestfach Medical Group

“A few years ago I sold another company to a plc and WBV’s knowledge and experience were invaluable. They were with us from start to finish and helped successfully close the deal, which was worth £1.45million.”

Kevin Lewis • Craftsman Flooring

“If you have a problem they are there sorting it out the same day. They are not remote or in an ivory tower, there is always someone there to speak to and able to help.”

Martyn Davies • Siesta Home Improvements

“We consider WBV to be an extension of our team and have a real sense of security, knowing there is always quality advice on hand as our business continues to grow.”

Andrew Rees • Allison Jayne Bridalwear