Our wider business help services are fundamental to the type of firm that we are.  Of course, covering the basic accountancy, tax and compliance needs of our clients is important, but we believe our clients deserve even more and so we make sure that we have experienced specialists on hand to provide truly valuable help to your business.

Some examples of the wider business help that many of our clients enjoy include:

• Board support
• Strategic planning day
• Operations review
• Governance and internal controls review
• Marketing and customer service support

Also have a look at our specialist services for Family businesses.

Contact Chris Jones on 0113 297 6704 or c.jones@sagars.co.uk for more information.

Board support

The vast majority of successful businesses (of all sizes) hold regular, structured management meetings. We can attend your meetings in whatever role will be most useful to you - adviser, challenger, facilitator or chair.

Strategic planning day

When was the last time you dedicated even just one day to securing the vital future of your business?  We can facilitate a strategic planning day with key members of your team, so that you can focus, in a structured way, on the challenges and opportunities the business faces and develop practical strategies and action plans to address them.

Operations review

There can be great value in carrying out an 'external' review of your operations.  Fresh eyes, a different perspective and perhaps different ideas from other businesses, offer a real opportunity to challenge the existing set-up to make sure that it’s the best it can be.  Often, even small changes can make a big difference in efficiency and/or the customer’s experience of your products and services.

Our full operations review involves management team discussions, surveying some of your customers, looking at your systems and procedures (in theory and practice), talking to the people who do the work, considering the financial impact of what you do and exploring ideas for different ways of working to improve the efficiency and effectiveness of your operations and your customer’s experience of dealing with you. 

Working with you, we produce a key findings report, agree an action plan with you report and then provide ongoing support

Governance and internal controls review

We can review your governance and internal controls set up and work with you to implement any beneficial changes.

Marketing and customer service support

Our in-house Sagars marketing team can provide ad-hoc or regular support with your marketing activities.  Examples of things we’ve helped clients with include:

• marketing strategy and activities review and recommendations
  tailoring a call-handling approach for your business and training your team to implement it (to improve customer service and present a consistently positive image of your business through this vital communication channel)
• customer feedback surveys and discussions
• customer care training and systems development.

Go back to the top