This video and the following resources were part of the 2020 campaign #LeaveNoBusinessbehind in conjunction with ACCA, Accountex, AVN, Calrity, CFN, AccountingWeb and Capitalise.
Phil Hobden, Capitalise and Kirsty McGregor, CFN, discuss the importance of businesses having a written plan, how to prepare them quickly and effectively and which software to use. Plus tips from Kirsty regarding the regulatory issues which accountants need to remember.
- Suggested software and apps
- Information needed from the client for preparing projections
- Comfort letter for projections
- Tips for when preparing projections