business planning service

deep diving under the bonnet of your business

“Insanity is doing the same thing over and over and expecting different results” (Albert Einstein)


You will receive pre-work to enable us to understand:

  • Why your business exists
  • The vision and direction of your business
  • The values of your business
  • What your business needs to deliver to you
  • What are the business opportunities
  • What are the businesses vulnerabilities

Using this we will work with you to create a one page business session which acts as a roadmap to success.  In the session we will identify and prioritise your key goals, create strategies and give a clear time frame for achieving them.

The plan gives clear focus on which eliminates procrastination and puts you back on the pathway to success.

Why you may benefit from our business planning session:

  • You feel that your business is controlling you, rather than you controlling the business.
  • You started out with a clear vision for your business and never quite seem to get there.
  • You have fallen out of love with your business.
  • You have a never-ending list of things you need to achieve but don’t know where to start.

What our clients say:

I am now excited about what is going to happen, this is just what I needed for direction.  Looking at my personal needs seems a bit indulgent but actually why shouldn’t I”

“It’s great to have everything on one page so we can focus and move the business forward”

Ready to work with us?

If you like the sound of what we do and want to work with us, let’s talk. 

If you’re worried about switching from your existing accountant, don’t.

It’s easier that you think – 27% businesses work with an accountant that they want to switch from.  The process is all dealt with by us and we make it as painless as possible.


what our clients say

"easy to understand"

"As a business owner Carrie has made my life so easy. I often find when you work with accountants or technical people, they talk at you, in their own language and seem shocked when you don’t understand! Carrie explains things in plain English making it easy to understand what needs to be done and why. I can not recommend her highly enough."

Kate Walker - Diabetes Safety Organisation Limited

"an expert in her field"

"We have been using Spotlight Accounting Limited and the services they provide since starting my business. We use Carrie in a number of ways. She is an expert in her field and makes my life so much easier and less scary when it comes to everything she does for my business.

I treat Carrie as a consultant to my business rather than just an accountant. Her knowledge of the latest Technology and Apps available to help me reduce my time is fantastic. Using Spotlight Accounting Limited enables me to be with my customers more and make my business more successful, more productive and ultimately more profitable."

Richard Carless – Shifnal Plant Limited

"above and beyond"

"Carrie & Team go above and beyond, it was something I needed sorting and they took away the stress and delivered a great service they were recommended and I’m so happy I used them. I can’t wait to grow my business with an accounts team that go that extra mile that make the service feel really personable…. "

Simon Hoar

"highly recommended"

"Carrie always does an amazing job. We completely trust her and would highly recommend her."

Ellie Garbett - Director

"cutting edge"

"Carrie's help has been really valuable in helping me to navigate the tax and accountancy issues of a sole trader business. She's right at the cutting edge of helping her clients deal with 'making tax digital' and her service is always friendly, helpful and responsive. "

Hugh Jackson - Architect

"second to none"

"Carrie was invaluable in the process of starting up my business. I will always recommend Carrie to anybody needing assistance with their accounts, and her knowledge and expertise in making a business thrive really are second to none."

Ellie Parkes - Owner

"efficient and responsive"

"I have been a client of Carrie’s for several years now and have received excellent service. Advice on both personal and business taxation matters is always pro-active so there is time to implement it. Carrie and her team are also readily available to answer any queries regarding accounting software or dealing with HMRC.Highly recommended as an efficient and responsive accountant."

Steve Burman - Director