Business planning by Andrea Cole by Andrea Cole

Business planning by Andrea Cole  by Andrea Cole
Andrea Cole
Andrea Cole
Director/business owner
Oculus Accountancy Ltd

It is often said that, "Failing to plan is planning to fail."

As a business owner you have no doubt been reminded on more than one occasion of the importance of business planning. And no doubt you agree that planning is important.

And yet in all probability you rarely seem to find the time to sit down and develop strategic plans but end up flying by the seat of your pants, trusting your intuitions and relying on snap judgments rather than adhering to a pre-arranged strategy.

Not that we would deprecate such intuitions. Experience has taught us that it is precisely this 'sixth sense' that many business owners and managers seem to possess that is the driving force behind entrepreneurship - and we have learned to take it seriously.

But the planning is important. Without sound analysis, clear projections, and well-thought out contingencies, businesses tend to become hostages to fortune.

Proactive management is replaced by reactive coping, and instead of following a well-thought-out plan, owners and managers are reduced to responding to unforeseen events, or trying to catch up on missed opportunities.

This is why we encourage our clients to schedule regular planning sessions. We can help you:

  • Formulate and implement long-term strategic goals

  • Set concrete operational objectives

  • Monitor performance and adjust plans accordingly

Book a discovery call to find out more. 

Andrea Cole
Andrea Cole
Director/business owner
Oculus Accountancy Ltd
Andrea qualified as a chartered accountant with KPMG in 2000 and spent 17 years there gaining significant audit, advisory, regulatory and transaction experience, primarily in the financial services sector. She has worked with global brands such as HSBC, Citigroup and Lloyds and has significant exposure at senior board level, gaining international experience in the Far East and Central and South America, notably spending two years in Mexico as regional director responsible for HSBC Latin America. On her return to the UK Andrea was COO for KPMG Financial Sector Audit and Advisory practice.  She took over as the Director of Oculus Accountancy in September 2018 Andrea has experience across a range of industry sectors and varying sizes of business, whether start-ups, owner managed businesses or global companies. She has successfully advised businesses in the enhancement of their financial reporting and internal control processes and has held senior roles in Finance, HR and Compliance. She has also led teams advising on budgeting, forecasting and tax structuring. When not working Andrea is renovating her house and enjoys spending time in Devon and Cornwall with her family and dog.

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