The Trial Packs
You can choose any one of the Foundation campaign packs, according to what your priorities are and what you feel you can deliver. Select one from:
- FCP1 - Management Accounts Visibility 2026
Most small businesses only see their results once a year, when annual accounts and tax returns are prepared. By that stage, it is too late to act on problems or opportunities. This campaign gives business owners clear monthly visibility over profit, cash, tax risk, and performance trends. It helps them understand what is really happening inside the business, without waiting for year end. For the accountant, this campaign is the foundation pack. It builds trust quickly, improves client retention, and creates a platform for every other advisory campaign.
- FCP2 - Cash Flow Improvement 2026
Cash flow problems are one of the most common causes of stress for business owners. Many businesses struggle even when sales look healthy, because money arrives late, stock absorbs cash, bills fall due at the wrong time, or VAT and payroll deadlines create pressure. This campaign helps clients stabilise cash flow quickly and build simple routines that reduce surprises. It is designed to be delivered in a short timeframe, without heavy admin, and without requiring the accountant to build complicated forecasts.
- FCP3 - Profit Improvement Quick Wins 2026
Many small businesses focus heavily on increasing sales but give less attention to improving profit margins. In practice, relatively small improvements in pricing, cost control, and operational efficiency can produce significant increases in profitability. This campaign helps business owners identify practical “quick wins” that can improve profit without major restructuring. The aim is not to perform a full strategic review but to highlight simple improvements that can be implemented quickly.
- FCP4 - Profit Extraction Planning 2026
This campaign introduces a structured profit extraction planning review designed to help owner-managed business clients understand how profits are currently taken from their company and whether improvements may be possible.
- FCP5 - Directors’ Drawings and Tax 2026
This campaign introduces a structured review of how directors withdraw funds from their company and whether the current approach creates tax risks or inefficiencies.
- FCP6 - VAT Health Check 2026
This campaign introduces a structured VAT Health Check designed to review a client’s current VAT arrangements and identify potential risks or planning opportunities. The review focuses on how VAT is currently being managed within the business and whether any adjustments may improve compliance, reduce risk or simplify administration.
- FCP7 - Cost Reduction Review 2026
This campaign helps clients identify avoidable expenditure and improve cost discipline. The review focuses on practical actions that can improve profitability without disrupting operations.
- FCP8 - MTD for Income Tax - Implementation and Compliance 2026
This campaign helps clients operate successfully under the new system by reviewing bookkeeping processes, confirming that accounting software is suitable for digital reporting and ensuring that quarterly reporting procedures are properly established.
- FCP9 - Business Performance Review 2026
This campaign helps clients review the key financial indicators that influence the health of their business. The objective is to identify trends, highlight potential areas for improvement and help clients understand how their business is performing financially.
- FCP10 - Working Capital Review 2026
The objective of this campaign is to analyse the key components of working capital and identify opportunities to improve cash flow. For the accountant this campaign provides a practical advisory opportunity based on financial information that is usually available from the accounts or management accounts.
- FCP11 - Business Growth Planning 2026
This campaign provides accountants with a structured way to start conversations with clients about planning for sustainable business growth. It positions the accountant as a trusted adviser who can help clients evaluate opportunities, assess risks and understand the financial implications of expansion. The campaign introduces the concept of a Business Growth Planning Review, which may lead to additional advisory services such as forecasting, strategic planning and funding advice.
- FCP12 - Exit and Succession Planning 2026
The campaign introduces the concept of an Exit and Succession Planning Review, which can lead to further advisory services including business valuation, tax planning, succession structuring and retirement planning.
Each pack will take you through the scope, benefits and features, provide you with a delivery plan and resources, and a fully documented team update. We provide all the data in a consolidated Word file so it's easy to extract and use the materials provided.
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