Not only do we provide the full breadth of everyday accountancy services as well as the more specialist areas, our ultimate goal is to become our clients’ Trusted Advisor on all financial and business issues.
Most mid-sized owner managed businesses are driven by a desire to provide for “the family”. The Townends’ Philosophy is the process we use to deliver a viable flexible “Family Plan” which evolves as the business and family needs change.
Our Philosophy seeks to develop long term working relationships which surround the whole of the family and delivers solutions as their various needs evolve. The “Family Plan” is an enduring proactive, rather than reactive, process.
A number of our family plans date back over 40 years. We regularly work with the different generations of business owners and their families, delivering exceptional continuity for everyone and practical solutions to most major issues. The process never ends!
One of the most interesting and demanding elements of delivering the Philosophy is clarifying the personal and business objectives of those in charge and then providing solutions to deliver those objectives. Clarifying objectives is critical to successful long-term financial planning. In the early days of most businesses, the personal and business objectives of its leaders are often entirely compatible – maybe to build a successful business as quickly as possible. As the business and its leaders mature, the objectives can start to diverge – they maybe want to continue to grow the business but have Fridays off. A good example of how the “Family Plan” evolves.