Featuring key activities for each month of your business’s financial year, our guide will help ensure you don’t miss any critical tasks, from director remuneration and finalising budgets to tax planning and internal service reviews.
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Business finance is a lot more than just processing transactions and getting your annual paperwork done.
At Gravitate, our goal is to educate the people we meet to empower better, more confident decision-making, which is why we’ve created this structured, 12-month roadmap.
We’ve also included both essential and advanced monthly checklists to help you maintain clear and consistent records.
This is what a modern finance function needs, both for financial resilience and long-term profitability.
Completing these tasks each month will give you a clear and accurate picture of your business's financial health all year-round.
Why reviewing directors' remuneration is so important, and what is included in a director's typical remuneration package.
Firstly, it’s important for every company to set budgets or targets to achieve. As a minimum, you should set revenue targets, whether that is to achieve breakeven or to hit growth milestones.
A quarterly VAT review aligns with your VAT returns. While not mandatory for compliance, a careful review ensures accurate reporting, timely payments, and reduces the risk of errors.
We recommend assessing your outstanding invoices and overdue payments to ensure your cash flow remains healthy. This involves tightening your credit control processes and considering ways to improve your collections.
As a business owner, your accountant should be more than just someone who handles bookkeeping and compliance. They should be your strategic partner, supporting your business growth and helping you navigate challenges throughout the year.
Year-end tax planning isn’t just about reducing your tax liabilities, though that is asignificant benefit of it. Strategic tax planning that is timed well can also make a big difference to your ongoing decision-making.
When downloading our guide, you will not receive any sales calls or be placed into a sales funnel unless you tell us you're actively seeking advice via the download form. We will contact you by email and ask you for feedback on the guide, but you can unsubscribe from this at any time.
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Unit 13E
92 Burton Road
Neepsend
Sheffield
S3 8BX
United Kingdom
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