Blog Layout

Introducing our Value Gap Analysis Report

Anna Stubbs • October 16, 2023

Can you see the potential that lies in your financial data?
Your financial statements give us insights as to the opportunities that exist for you and your business. This external perspective can help you run a more effective business - whether you’re seeking growth or efficiency.

Introducing: The Value Gap Analysis Report.
Our new report documents the gap between where your key numbers are currently and where they could be with clear direction to make material improvements.

Your bespoke report provides an analysis of the strategies you can adopt to increase your business's profitability, cashflow, and value, including an overview of the impact our suggested changes could have.

We want all our business clients to benefit from this cost-effective service.

We’ve priced this report at a level to make it as accessible as possible for all clients. We hope this is as much of a no-brainer for you as it is for us.

After creating your initial report, each year we will assess the new opportunities that exist in your business and identify new strategies for you to work toward. This ensures consistent improvement for your business, with a flow on improvement for you personally.


The Value Gap Analysis Report will help you:

  • Recognise areas of your business that are performing well
  • Determine areas where you can improve discipline and operate smarter
  • Identify potential improvements to your cashflow, profit, and overall business value
  • Get clear direction for decision-making and planning
  • Establish how we can work together to help you achieve your goals
  • Drive your business to provide you with more mind, time, and financial freedom
    Every business should spend time unpacking the opportunities that exist for them to operate smarter. With our broad financial knowledge and visibility across your finances, we’re well-positioned to help you improve your numbers.


We’re looking forward to working with you to create your Value Gap Report and ensure your financial position is improving year on year.


Ready to get started with your Value Gap Analysis Report?


Enquire with our team now.

Making Tax Digital to be extended to more sole traders and landlords

By Anna Stubbs • April 9, 2025
Hiding in the HM Revenue & Customs (HMRC) announcements published on 26 March was a technical note entitled ‘Modernising the tax system through Making Tax Digital‘. This note announces that the income threshold for Making Tax Digital for Income Tax & Self Assessment (or MTD for ITSA) is to drop to £20,000 per annum for sole traders and landlords. If you fall into this category, this means moving your tax completely over to digital by April 2026. But don’t worry, let’s see what MTD for ITSA is all about.

Reducing the uncertainty: financial forecasting and planning

By Anna Stubbs • April 9, 2025
Uncertainty can be a major threat to your strategic financial planning. Being unsure of what lies around the corner makes it difficult to make those important financial decisions around operational budgets, investment and growth funding. But by using forecasting and scenario-planning, you make it easier to manage your finances and reduce some of the financial uncertainty.

What's new in Xero (Spring 2025)

By Anna Stubbs • April 9, 2025
Some great new enhancements have come to Xero in the first few months of the year, here's some important features that have been released: Enhancements to the new invoicing Keyboard shortcuts. Drag and drop attachments. Date Picker quick select. Exchange rate adjustments in the invoice. Tracking categories for invoices. Automated bill entry The ability to upload bills directly to Xero, create one or many bills by dragging and dropping multiple files. Xero creates draft bills with the key details, and the original document is attached. Other important features (region dependent) Bank feed updates (Australia adds Suncorp Bank, United States gains PNC Commercial). Simplified whole operations with improved sales orders (United States). Easier 1099 reporting and filing (United States). Streamlined tax workflow and compliance (United Kingdom). Easier reporting (United States Schedule C compliance report, New Zealand not-for-profit tier 3 & 4 PBE reports). For the full breakdown read Xero's update .
Share by: