Running a successful business means planning - planning to succeed, but to also plan for when things are tough. During this short session, we will hear from three business advisers. They will impart their knowledge about how preparing and planning before your financial year can be crucial to managing profits, or losses.

Part 1 - Peter Brassington from EK Williams Accountants

In this part of the talk, we learn the importance of planning ahead. Whether that’s improving your performance, getting organised, saving money or simply saving tax – having a plan will help.

Having worked in the accountancy profession for over 25 years, both in practice and industry, Peter has a well-rounded experience and knowledge to draw upon. By offering resourceful and innovative solutions Peter is able to meet clients financial needs; leaving his clients to concentrate on the important task of growing their business. His approach to work ensures that he takes the time to get to know a business, focusing on its individual concerns, needs and commercial objectives enabling him to give bespoke tailored advice to his clients.

Part 2 - Daniel Weaver from Middleton Wealth Management

In this part of the talk, learn how to work towards your retirement goals and how Daniel can help you use your business to achieve those aims and objectives.

As a qualified financial advisor, Daniel supports his clients, both personal and business clients with their financial plans for the future, this ranges from pensions, investments and protection. He works with his clients to ensure the right recommendation is made for them in all cases and in particular to help business owners reduce some of their tax commitments by using these funds to provide a sustainable income in retirement once they have left the business.

Part 3 - Karen Garrattley from COS Bookkeeping

If your bookkeeping is inaccurate, or not up to date, you cannot plan. In this part of the talk, we discuss how your aim as a business owner should be to understand your day to day accounts and how this can be achieved.

With nearly 30 years' bookkeeping experience, Karen spends much of her working life supporting and training business owner/managers, bookkeepers and accountants. Karen enjoys exploring new technology and software to ease the paperwork burden of all businesses. As MD of COS Bookkeeping, based in Manchester near the Trafford Centre, Karen's team provide bookkeeping and payroll services, support and training in a variety of formats. This includes onsite visits, classroom training, 1-2-1 support and remote services.