Are you getting the advice you are paying for?
If you’re paying your accountant, your hard earned money and in return getting annual accounts that they ask you to sign off, tax returns that you diligently pay, Vat demands that you pay on time. Then your accountant is ticking the right boxes as far as their compliance duties demand – assuming that they are producing and submitting accurate figures of course! But for your money, all you’re actually getting is the snow layer, sitting on top of the ice, above the waterline, of an iceberg.Wood and Disney use your financial figures as a window into your business. The compliance work we do in terms of generating your annual and management accounts, the cash flow forecasts … are not just paper figures that tell you how much profit you’ve made and how much tax to pay. They are vital tools that we use to dive deep into your business. You could say that interpreting your financial data is like learning a foreign language. Many accountants master the basics to a level that enables them to churn out the compliance accounts. But we at
We dig through the snow layer, drill down through the ice and don dry suits to dive deep down to the underside of that iceberg*, to explore, understand and resolve any underlying weaknesses in your business.
*In the interests of transparency, please note that we do on occasions use a remotely operated submersible as Peter, in particular, is finding the dry suit a bit of a squeeze these days.
Proactive advice.
This is the core, raison d'être, the heart of the Wood and Disney mission. The home page of this website states:“Our mission is to provide our clients with proactive financial support and business advice to ensure their long term success and give them the time, confidence and freedom to enjoy their business and family life.” Look at 1-4 above: “Missed opportunities, Lack of planning, Delayed problem solving, Limited strategic guidance”. If we let our clients down in any of these areas then we have failed. But we don’t fail. Why? Because …
- We meet our clients at least quarterly, often monthly to track progress, to make decisions and set new goals. So we are up to date on what’s going on in their business and their lives.
- We are experts. We are professional Chartered Accountants. We have been in business, helping our clients for many years – Peter and Brendon alone have between them 70 years of business experience.
- We give structured business advice. Using our Journey to Freedom toolkit which ensures practical advice and help in delivering and implementing proven, workable solutions for your business. We don’t just give you one-off, stand alone solutions then walk away and just let you muddle through.
- We build your business foundations. Help you achieve sustainable growth. Support you in adapting to change. Ensure you realise your aspirations. We Build, Better, Futures.
