Annual Strategic Planning

Keeping your business heading in the right direction

Successful businesses start with a plan – of where they want to be, by when – and how they’re going to get there. They then review the plan regularly to make sure they stay on track.

We’re here to help you review results and plan for the future.

  • We will help you identify realistic goals and operational challenges you might face in getting there.
  • We will work with you to set financial targets and create a plan to reach these targets.
  • We help you set forecasts and then compare your actual results to identify areas for improvement and steps to make these improvements.
  • We can help you understand the complexities and consequences of significant decisions, such as:
    • Can you take on more staff?
    • Should you open another location?
    • Should you add to your product line?
    • What would be the impact of putting up your prices?

We can meet with you regularly in person, or arrange for virtual sessions, where we set up financial targets and work with you to reach these targets.


If you’d appreciate some help or a sounding board in planning where next for your business, let’s have a no obligation chat to see how we can work together.

Going above and beyond

"Fergusons & Peters have been my trusted accountants for the last few years and their quality of service and professionalism is second to none. They go above and beyond what is expected of them and their advice and guidance has been a massive help both personally and business. I would highly recommend their services to any person or business looking for an accountant."

Rhys Bevan

Just the right amount of support

"After just one month with Fergusons & Peters, I have 12 months’ visibility over by business. F&P provides just the right amount of Financial Directorship to keep my business on track."

mr woods