Forecasting & Planning

Providing you with key business data and the financial modelling you need to make confident decisions, helping your organisation to grow and develop.

Do you want to grow your business? Are you nervous about the cost of expansion? If you’re a registered charity, are you meeting all your legal reporting requirements? Or perhaps you’re a struggling business in need of recovery?

Understand + Build + Grow

Have you ever asked yourself whether your business can afford extra staff? Or more office space? Or whether your business can invest in new technology or equipment? You may want to invest in training, but it could feel like an expensive luxury. Your business may be struggling because of the recent pandemic.

Whatever your plans for recovery, growth or expansion may be, our performance monitoring service allows us to analyse your business data and financials to create various customisable scenarios unique to your plans and circumstances.

Through regular comprehensive reporting and forecast modelling, we can present the reality of how your organisation is functioning and ultimately if you can afford to implement your plans. This can be an essential tool to help you make better more confident decisions enabling you to realise your goals.

Regular Performance Monitoring to suit your Budget

This may sound complicated and expensive but with the core of our focus on being able to help organisations to be more efficient and successful, we are always happy to offer tailored options to suit your specific needs as well as your budget.

Connected Accounting provide a comprehensive and easy to understand monthly, quarterly or annual management reporting suite that - depending on your requirements – can include:

  • Forecast Modelling
  • Cash-flow
  • Budgeting
  • Financial & Non-Financial KPIs
  • Trend Analysis
  • Tax Planning
  • Scenario Planning
  • Specific Project/Fund Analysis
  • HR Reporting

What makes our service unique?

Put simply, we always make sure the numbers are based in reality, are free of complicated jargon and are easy to interpret and understand.

Designed for small businesses as well as charitable organisations, our reporting suite is backed up by a wealth of experience in having worked alongside many business owners and established charities.

We don’t hide behind spreadsheets of figures, but compliment the data we provide by taking a genuine interest in our clients’ businesses and by extension the security and prosperity of their families.

Sam Troy FCA, Co-Founder

You’ll benefit from regular monthly or quarterly meetings with our qualified business advisors that are designed not just to help you understand what’s happened in the past, but to also plan for the future.

Predict the future and seize the opportunities with confidence and make your business more successful! Speak to us now to help get you on your way.

Are you a Registered Charity?

Is your current reporting setup meeting the needs of all your stakeholders and trustees? Do you need help meeting all your obligations as respect the Charities Commission? We work alongside and support a diverse range of charitable organisations. contact us now to find out more.

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Providing simple to understand accounting services for private and business clients with a hands-on approach. Building strong long-lasting relationships that you can trust.

Connected Accounting Limited | Registered Number: 09617704 | Registered Office: St Albans office

St Albans

Contact Details

St Albans Office:
Connected Accounting, 2 Victoria Square, Victoria Street, St Albans AL1 3TF .

Call us: 01727 537 160

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