Annual Review Meeting

I would like to invite you, as a Company Director to a review meeting to coincide with the end of the current financial year and the start of another.

Confronting and understanding one’s finances can be both daunting and liberating. Those that have booked and attended such a meeting in the past find they are a little better equipped to tackle the year ahead, whilst they also improve the quality of support I offer you.

Sessions are available during the afternoons of Tuesday and Wednesday and all day Friday, from now up until the start of the new tax year.

You're very welcome to share the meeting invite with any colleagues or family members who you feel would benefit, and of course with whom you're comfortable in sharing this information.

Booking link: https://calendly.com/kingstonandco/annual-review

Agenda items:

• Trading performance of your company

• Profitability and cost management

• Financial health - a review of what your Company owns and what it owes

• Company withdrawals and the calibration of salary and dividends

• Review of your accounting records and tips on best practice

• Opportunities and threats in your industry

• Likely changes to tax legislation and impact on your business

• Personal tax and finances

• Review of services and feedback

Hopefully catch up with you soon.