Personal Financial Planning - shouldn't be scary? At Switchfoot, we believe that your business is there to serve you, the owner, not the other way around. That is why our process for providing business and accountancy advice starts with creating a personal financial plan. What is a Personal Financial Plan? A personal financial plan is [...]
Author Archives: Rebecca Trudgett
01
Jan
Jan
What is AutoEntry, and how will it help my business? AutoEntry is designed to save you time and energy, give you an up-to-date picture of your expenditure, and help you manage your cash flow better. It’s known as ‘data capture software,’ and you can use it within Xero. We thought it would be useful to […]
14
Dec
Dec
Which is better: Property or Pension? Often, when talking about tax planning and saving for the future, clients have spoken to me about investing in a buy-to-let property. For many, this type of investment seems to be something ‘everyone is doing’, and they are worried about missing a potentially lucrative boat. However, there are a […]
03
Dec
Dec
Pensions Are Sexy! Pensions can save the world but only if they are invested in the right things. How do you tell if your pension is invested to save the world or destroy it? We have all heard of the importance of checking your pension to see if it is invested in fossil fuels or […]
30
Nov
Nov
What is a Pension? Often, when we are looking at clients’ plans for the future, we start talking about planning for later life, and one of the most obvious financial ways to plan for later life is to use pension savings. But what is a pension? A pension is a retirement savings plan that provides […]
22
Nov
Nov
Want to create a realistic budget for the year ahead? Our guide to creating a budget shows you how to get started, ways you can use Xero accounting software and ultimately how to set your small business finances up for success. By Rebecca Trudgett, Founder – Switchfoot Accounting View Full Profile As a small business [...]
15
Nov
Nov
The importance of a business bank account When you start running a business, it’s important to be able to clearly separate your own personal money from the cash that’s been generated by the business. One of the simplest ways to do this is to create a separate business bank account. Opening a specific business account […]
11
Oct
Oct
Here at Switchfoot we have a simple way of assessing our suppliers. It’s called “end, engage, endorse” – utilising responses from a simple questionnaire to categorise suppliers and decide how to treat them. How "End, Engage, Endorse" Works Category Profile Action End Does not fit our values or ethicsWe feel we have little influence over [...]