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Financial Planning: Budgeting, cash-flow and tax year planning for SMEs
In this workshop, Andrew Haggard– Managing and Founding Partner of Haggards Crowther a local firm of Chartered Accountants & Tax Advisers- will show you how to streamline your budgeting, maintain healthy cashflow, and plan effectively for the tax year. You’ll discover strategies to help you stay on top of your finances, freeing up your time and resources to focus on growing your business.
Whether you’re just getting started or want to refine your existing processes, this session will provide practical, easy-to-follow steps designed specifically for startups and small businesses.
What Youʼll Learn
- Planning and Monitoring Your Finances: Understand how to create a realistic budget that supports your business goals, and explore effective methods for regularly reviewing and adjusting your finances to maintain a stable financial position.
- Managing Your Cashflow: Learn practical techniques to monitor and manage cashflow, ensuring you have the necessary funds when required. We’ll also cover the upcoming changes to National Insurance contributions (Class 3) and how to fill gaps in your record to qualify for the State Pension.
- Preparing for the Tax Year: Gain insights into proactive strategies for meeting deadlines, transitioning to digital tax processes, managing liabilities, and optimising relevant allowances and deductions.
What to Expect in the Workshop
- Step-by-Step Guidance
- Interactive Group Learning
- Q&A Session
- Follow-Up Resources
What to Bring
No preparation is needed—just an internet browser, a notepad, and any specific questions you’d like answered during the Q&A.
Book Your 1-to-1 follow up Session
As an attendee, you’re entitled to a free 1-to-1 session with Theo to follow-up on any questions and learnings from the Business Growth Hub that you are implementing in your own business.
Email [email protected] to book your session.
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The Business Growth Hub is only available to residents and borough-based businesses. Hammersmith and Fulham Council is committed to supporting local businesses and offers a range of 1-2-1 support session and workshops.
The service is provided by Hammersmith & Fulham Council and delivered by independent business people who have been where you are and have years of experience across a wide range of areas.
If you need support for your business, please email: [email protected] .
Kindest Regards
H &F Business Connect
Andrew Haggard FCA
Managing and Founding Partner
Andrew founded Haggards Crowther with his brother in 2004. He has always been closely involved in client work, in particular providing high level strategic tax and structuring advice, business advice and supporting the technical and compliance teams.
As Managing Partner, he has focused on growing the business and ensuring the firm upholds its core values of Quality of Service, Innovation, Collaboration and Integrity.
A Fulham resident for over 30 years Andrew is closely connected with the local business community and supporting many of them on their journeys. He is especially linked with fellow start-up entrepreneurs advising them on their growth strategies and optimal structures.