How Does It Work?

Find out more about what APEX is. Click into one of the areas in the image.

How Does It Work?
AWARENESS ALIGNMENT ASSISTANCE

AWARENESS

Business Model – What do you want to achieve?

(Monthly Take Home, Business Value, Hours Worked)

Reports – Where are you today?

(Profits, Trajectory, Financial Health, KPI’s)

Cashflow – Can you fund your growth plans?

(36-month Cashflow Plan, Target Bank Balances, Upcoming Changes)

ALIGNMENT

Quarterly Planning – What actions are you going to take?

(Must achieve goals, Weekly objectives)

Weekly Q&A’s – Are you getting the help you need?

(Group Support & Accountability)

Million Pound Processes – Do you know what you need to work on first?

(Online learning about the 51 processes every Million Pound Business gets right)

ASSISTANCE

Accounting – Are you meeting your obligations?

(Accounts, Tax Work, HMRC, Companies House)

Tax – Is your tax bill as low as it can be?

(Family Tax Planning, Opportunities)

Efficiency – Are you saving time?

(Accounting Software, Processes)