Our 8 Steps to Help Make Your Numbers Work for You

Helping you to build your business

Your 8 step Business Improvement Plan tailored to your goals.

Do you feel your business could be doing even better? Do you want to take control of your future performance rather than leaving it to chance? Would you like to make constant progress towards your goals? Is it time to step up and achieve the results you really want?

You’re working to create a better future for you and your business. But, if you keep doing what you’ve always done, you’re likely to keep getting the same results.To achieve your goals, you need to focus on the numbers that will truly influence your success. We have developed our 8 Step Business Improvement Programme to help you.


The complete performance measurement and improvement system

8 steps to make your numbers work and build your business

Our 8 Step Business Improvement Programme combines our expertise in numbers with the ideas of some of the world’s leading business thinkers. Each step in the series of processes, systems and tools is designed to help your business become even more successful:

  • Step 1: Decide what you want to achieve and plan what needs to happen

  • Step 2: Measure your monthly performance against your forecast and KPIs

  • Step 3: Measure your full-year performance and meet HMRC requirements

  • Step 4: Evaluate your performance by comparing to previous years

  • Step 5: Evaluate your performance by comparing to your industry

  • Step 6: Consider how your overall performance affects the value of your business

  • Step 7: Calculate how much more profitable and valuable your business could be

  • Step 8: Establish and implement a performance improvement plan


Working on your tailored Business Improvement Plan, with Chapman, Robinson & Moore as your trusted adviser, can help you to:

  • Improve your profit margins and increase your bottom line

  • Develop your business so it can operate without you and with less stress

  • Generate more time for you, whilst you retain control

  • Develop a business that attracts serious buyers, or create a succession plan


How does it work?

You decide how much support and input you want and which steps you need. We tailor the programme to help you achieve your personal and business goals and aspirations.


Ready to take your next step?

Are you ready to take action and commit to building the future you want? We’ d be delighted to explore how our 8 Steps could help you and your business to reach its full potential.

For an initial conversation, please give us a call us on 01865 379272.


Based on the things the UK's more successful businesses do every year without fail

  • Would it be a problem if your vision wasn’t aligned with other stakeholders? Do you know their plans? Could independent facilitation help explore these factors?

  • Does your profit forecast consider the impact on your balance sheet and cashflow? Can you rely on your management information to make those key business decisions?

  • When comparing your actual performance to budget, do you delve deeper into your numbers beyond the headline figures? e.g. What activity makes up your turnover and profit?

  • Are you measuring the right numbers that influence your performance or provide a timely wake up call? What are the factors that truly influence your success and how are you accounting for them?

  • Have you seen the benefits of comparing your business against your competitors or the trends in your industry? Where could you improve?

  • If you’re not clear about what you really want from the business, how will you end up where you want to be, or know you are there? Are your goals at the heart of your decision making?

  • Are you aware of how your performance and non-financial factors impact your business valuation? Are you in danger of negatively impacting upon it?


We help our clients to make their numbers work, so they can earn more with less effort and keep more of what they earn.

A good accountant can save you money. We believe our Business Improvement Plan will help you achieve further success.

Think you need an accountant and a business coach? Think again. We blend our accounting and business advisory services so you can access the trusted support you need from a single source.


If you are interested in what we do and our approach, then please call us on 01865 379272 to arrange a, no obligation, free session where we will focus on your business.


So what is included?

Based on the research of what the UK's successful businesses do every year, and developed over recent years, we offer you an 8 step Business Improvement Programme. Our objective is to make the programme 'cost neutral to your development' as soon as possible and help you implement the steps to deliver the results desired.

The programme includes planning, forecasting, measuring, evaluation, comparison, improvement and valuation.

Here's a little more information, but we invite you to meet with us and discuss what each step really means for you.


Step 1:   Decide what you want really want to achieve

Start with the end in mind. We will work with you to really understand your business objectives and personal goals. We will establish how you will measure your success and ensure that the business planning process covers all the key issues. This is a key stage to understand the purpose of your business and how the success will be achieved, whilst identifying those key factors that helps drive your motivation, decision making and strategy.

The type of key issues we explore are your Value proposition, Customer Interation & Relationships, your Team, your Partners, Cashflow, Key activities and priorities.  

As part of this step, we will also assist with your forecasting and budget, to plan how the numbers will need to work to deliver your objectives. From step one, you will have clarity of the activities in your business that need your time, attention and commitment. Our 3-way forecasting enables you to create an effective forecast with relevant reports that help you manage the business, make key decisions and plan for the future.


Step 2:   Measure how well you actually perform each month 

We help measure those key drivers that matter for your business, using a range of tools and analysis work. We will produce a regular summary of your financial performance with management accounts information and performance reports.

This step enables you to react to situations in a timely manner and not when it is too late or the opportunity has been missed. We will share our experience and expertise to reflect on the numbers to keep you on track to achieve your objectives. 

We have a saying: Turnover and profit are only outcomes. We will help you to identify what is influencing your headline numbers and make the numbers work in relation to your business.



Step 3:   Measure your full year's performance

If we are measuring your business on a monthly or quarterly basis, then there will be no surprises when we produce your year end business accounts and tax summary. As always, we will explain your accounts in plain language to ensure that you are able to interpret the numbers in your accounts. 
The accounts we produce can help you easily assess whether you are on track to achieve your longer term vision and objectives, whilst ensuring you are managing the business to make the profit you desire.
Step 4:   Evaluate your performance by comparison to previous years 
For this step, we will evaluate your financial performance using a range of ratios and trend analysis. This evaluation step will clearly show how the business has performed year on year and what has influenced the changes.
Our overview will provide you with a clear picture of your overall business performance rather than simply seeing if the headline numbers have increased or reduced.
Step 5:   Evaluate your performance by comparison to your industry 
How do you perform against your competitors? We will help you to benchmark your business against other similar businesses so you can compare your key performance indicators against those in the same line of work.
Such benchmarking can be very informative and can provide you with a focus area for small changes that can lead to big changes in your performance. It will also highlight if you had a good or bad year compared to others in your industry and avoid simply relying on your gut feeling.
Step 6:    Consider the value of your business
How much is your business worth? We will use a consistent valuation method to demonstrate if the recent activity has influenced the value of your business.
Our clients find this extremelly useful as a guidance of progress, especially if the business value is their wealth creation and likely to be their exit plan or pension fund.
Step 7:   Calculate how much more profitable & valuable your business could be
We will review your business, using a sensitivity analysis, to suggest how certain improvements can make a difference in your business. This could be more sales, the improvement of your margins or driving lower costs, but at all times we will keep in balance, your objectives, your team, your customers and your suppliers.
The improvement potential of your business may be just a few simple changes that help to improve your profit and your cashflow. 
Step 8:    Establish a performance improvement plan
We want all our clients to be successful, so work with them to establish an improvement plan and establish how this can be practically delivered in their business.
This plan provides a continual focus of making the numbers work in your business for your success, whilst considering all the factors in your business (eg you, your people, customers, suppliers).


You can download a workbook based on these 8 steps by clicking here


How will you decide if we are right for you?

We invite you to come and meet with us

How will you decide if we are the right accountants for you?

Please call us on 01865 379272 or complete our contact form to arrange a confidential, no obligation, discussion about how we can support you.
There is no sell, just a discussion about your business and how the 8 steps may make a difference for you and your business.




Could we help make your numbers work?


Our MD, Tony Hobbs, provides a brief overview of our Business Improvement Programme and the 8 integrated steps to help make your numbers work