Failing to plan is planning to fail.
We want to work side by side with clients who share our vision and a desire to succeed. We help our clients develop, improve and grow their business by providing services that are practical and tangible and create long term value. If you are struggling financially, time poor or constantly stressed you should contact us.
Proactive Accounting Meeting
If you’re keen to improve your business performance and financial results but don’t feel you are being supported enough by your current accountant – give us a call. We’ll arrange a complimentary Proactive Accounting Meeting to review your unique situation and discuss how we may be able to support you.
During the meeting we’ll identify your burning issues, opportunities and potential tax efficiencies, and establish goals and strategies to achieve them. We’ll also have a strategic discussion around the current and future direction of your entities.
We firmly believe that we can help you and more importantly, we want to! Some of the benefits of attending this meeting includes:
- Review and establish your goals and strategies for achievement
- Identify your burning issues and opportunities
- Assess your current business structure
- Stimulate strategic discussion of the current and future direction of your entities
- Identify how we can assist you to achieve your goals through the growth and protection of your assets
- Access to our collective wisdom and advice for your unique situation
- Identify the key drivers of your business
- Identify greater tax efficiencies
- Gain a better understanding of your business
- Understand our service offerings and how they can benefit you
Annual Client Review
As a valued business client, you’ll receive a complimentary annual client review. In fact, this is an annual event for a number of our clients. The review is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you respond effectively. And of course, it’s an opportunity for our team to identify greater tax efficiencies and asset protection.
A great Business Planning process gets to the heart and soul of your business. Upon completion of pre-work we’ll have a greater understanding of your vision and core values in order to facilitate a four-hour planning session to help you create a clear one-page Business Plan.
The outcome of this service is to identify and prioritise goals, both short term and long term, create strategies to achieve your goals, enable you to review actual performance against targets and establish a 90 Day Action Plan to address immediate and critical issues.
Importantly, this process eliminates a factor that is all too common in business – procrastination.
The Organisational Review
Many businesses do not have absolute clarity around their team’s defined roles and responsibilities. This often results in owners wearing too many ‘hats’, meaning they have precious little time to spend in a strategic sense, or on high-level activities that create real value for the business.
An Organisational Review will help you to build a functional Organisation Chart, visually defining departments, functions, roles and responsibilities. We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.
As a business owner you can at times feel alone and unsupported, spending little time working on your business and trapped in the day to day technical aspects. Our Quarterly Coaching service provides you with increased accountability and support so that you achieve the results you want from your business.
The outcomes include increased profitability and cash flow, customised reporting templates to measure actual performance against forecasts and access to an expert sounding board to ensure you continue working towards your goals.
Core Values Development
Core Values are the essence of a company’s identity; they support the vision and shape the culture of an organisation. We’ve developed an effective service that allows you to create Core Values for your business – providing a great foundation and guide for the way your team interacts with clients and each other.
Succession Planning helps you clarify what you want for the future (taking into account business, personal and family expectations) and define the steps required to turn that vision into a reality. At least 3 – 5 years is the ideal timeframe to make sustainable improvements; basically, the more time you have for planning and implementation the better.
All business owners should have a Succession Plan in place. Should an unforeseen event occur, lack of planning will cause unnecessary stress and potentially compromise your sale price, client relationships and the overall reputation of your business.
Cashflow planning is best practice in any business and critical to survival and growth. Our Cashflow Management service is designed to help you improve your Cash Conversion Cycle and maximise your cashflow. It will allow you to predict large cash outflows and respond to changes in your business.
Managing cashflow is all about your business processes. After preparing a Cashflow Forecast we’ll conduct a thorough review of your processes and identify any potential causes of poor cashflow so that we can treat the underlying issues.