Instant quote
Instant quote
Peter Allen builds the budget for your year with you, sets your management accounts against it every quarter or every month, and meets you to decide what to change.
See your monthly feeExample figures for a pub with a kitchen, after the third quarter's review.
January to September: takings £619k against a budget of £625k. The review looks at the five months that ran under budget, and at the budget of £92k for December.
Each quarter, or each month on the monthly plan, Peter goes through the management accounts with you: takings against the budget, gross profit on food and drink, the wage bill as a share of sales, and cash for the twelve months ahead.
You leave with the actions agreed for the next quarter or month. Between meetings your figures and those actions are in Buzz OS.
The budget for the year, quarterly management accounts and cash flow forecast, and a 90-minute review with Peter every quarter.
The same every month, with a 60-minute review and priority support between meetings.
An outsourced finance team for a group costs from £750 + VAT a month for a finance manager, from £1,500 + VAT a month for a financial controller and from £2,000 + VAT a month for a finance director. For multi-site groups
Takings, gross profit on food and drink, wages and fixed costs, built from last year's figures and the changes you know are coming, such as the National Living Wage rising to £13.21 in April 2027.
Profit and loss, balance sheet and cash set against the budget with written commentary, and the 12-month cash flow forecast rolled forward with VAT, PAYE and Corporation Tax.
A 90-minute meeting each quarter or a 60-minute meeting each month with Peter, ending with the actions for the next period.
The quarterly plan has a 90-minute meeting each quarter and the monthly plan a 60-minute meeting each month. You go through performance, cash and the decisions ahead, and leave with the actions agreed for the next period.
Peter Allen, co-founder and Finance Director of Buzz. He builds the plan with you and runs every review.
Access to Xero, with the till's daily sales summary posting into it, and your payroll. The management accounts are built from there.
Buzz Financial Planning is a trading style of Buzz Accounting Ltd (company 15182358). Financial planning is not regulated financial advice.
Sets out the six parts of a written plan, including every year to age 100 with UK tax applied and the events that would break it.
Takes eight numbers about your age, savings, pensions and spending and shows the age the money runs out, or that it lasts past 100.
Send us last year's accounts and a month of till reports. Peter will show you what the plan for your year would track.