Services Overview
Cashflow Management
Poor cashflow is the number one reason businesses fail.
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.
We’ll meet with you on a quarterly basis to monitor, analyse and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise a 90 Day Action Plan to ensure you implement improvement strategies for maximum results. planning is best practice in any business and critical to survival and growth.
Inadequate cashflow is a symptom of management problems in a business, NOT the cause. We must fix the underlying issues.
Complimentary Client Review Meeting
We’re here to make a real difference to our clients…
Delivering a high-quality, efficient compliance service is just a part of that. Helping you to develop, improve and grow your business is the next step.
As a prospective client, you can have one Complimentary Client Review (CCR).
A CCR stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you can respond effectively.
It’s also an opportunity for our team to identify greater tax efficiencies and asset protection.
A CCR meeting is an ideal opportunity for you to meet with us on a no charge, no obligation basis to discuss any of the following:
Your goals for your business and how you plan to achieve them.
How your business goals tie in with your personal and lifestyle goals.
Issues and challenges you are facing in your business e.g. growth, profitability, cashflow, a planned exit from or sale of your business.
How you can work with us to address these issues and plans.
Keen to improve your business performance, financial results and minimise any risk in your investments?
A goal without a plan is just a wish
Business Planning service
Success is about planning. We want to help you achieve success.
Our Business Development offerings are practical and tangible services that help to create long term value. Business Planning is a great starting point.
Business Planning
An effective 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 and concise Business Plan.
This session will require you to take time out from day to day activities in the business to focus on the business. Together we’ll review your past performance and clarify your future direction.
We’ll enable you to review actual performance against targets and establish a 90 day action plan to address immediate and critical issues. You’ll set solid and realistic business goals and define strategies for achieving them.
At the end of the session your easy to understand one page business plan will act as a guide for you (and your team) to successfully implement your desired changes. It will ensure your business is on course for success.
Our Business Planning service eliminates a factor that is all too common in business - PROCRASTINATION
Monthly Coaching
Monthly Coaching
Owning As a business owner do you ever feel alone and unsupported?
Owning and operating a business is hard work. Long and demanding hours make it easy to get trapped in a tunnel vision state. It’s important to take time from the daily operation of your business to gain perspective and clarity.
Our Monthly Coaching program provides a regular forum to bounce ideas and make plans.
We’ll give you the accountability and support you need to ensure you make the best decisions for you and your business. Together we’ll develop strategies to improve performance and overcome any challenges you face.
Coaching isn’t just about increased accountability, profitability and cash flow. It’s also about achieving your desired work outcomes to gain the lifestyle you want.
Whether your business needs guiding through a major change, or you simply wish to have regular contact with a trusted coach, we’d love to help. and operating a business is hard work. Our Monthly Coaching program provides you with accountability and support to ensure you make the best decisions for you and your business. We’ll work together to develop strategies to achieve your desired work outcomes and gain the lifestyle you want.
Whether your business needs guiding through a major change, or you simply wish to have regular contact with a trusted coach, we’d love to help!
Marketing Plan
Every business should have a Marketing Plan.
As a business owner, it’s essential to understand your marketing KPIs (Key Performance Indicators) and measure the effectiveness of your various marketing strategies to achieve continuous improvement.
Developing a succinct Marketing Plan will enable this, and help you to set clear marketing goals and determine the actions required to achieve them.
An important part of planning is clarifying your business’s purpose, or ‘Why’. Clearly defining why you exist for you customers allows you to sharpen your marketing messages to resonate with your target audience.
Your Marketing Plan will help you:
Clarify what makes you different and how to use this in marketing campaigns
Focus on targeting your ideal customers
Reflect on how you want to be positioned in the market
Identify the best marketing strategies for your target market
Whether it's generating more leads or selling more to your existing customers, we want to help you achieve marketing success.
Life Organiser
Life Organiser
The Life Organiser has been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death. It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.
You can simply purchase the Life Organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate.
Upon completion of your Life Organiser we’ll store an electronic copy for you - to be reviewed annually when we meet to discuss your financials.
Value Based Selling
value based Selling
Many business owners are very good at what they do but have never had formal sales training. Can you easily articulate the value of your product or service to your customers?
Our Values Based Selling service is designed help you improve your sales processes and increase productivity, efficiency and profit. It will enable you to give price certainty, confidently handle changes in work scope and eliminate fee surprises for you and your clients.
This coaching service will build your knowledge, focusing on powerful sales techniques, writing effective proposals, and defining Terms of Trade. We’ll also help you to create and implement an ongoing Sales Action Plan. Value Based Selling encourages a return that is proportionate to the value you’re providing clients, freeing up time for you to concentrate on other revenue generating activities.
Succession Planning
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 time-frame to make sustainable improvements; basically the more time you have for planning and implementation the better.
We’ll begin the half-day Succession Planning session with a presentation providing an overview of important considerations, succession options and processes relevant to your business. We will then work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust Succession Plan.
We’ll then set 12 month goals and quarterly goals and actions to achieve these. As a result, you’ll have a road-map to guide decision making and ensure your business is in the best position to achieve maximum return on your hard work and investment.
KPI What you can measure you can manage
KPI Improvement Coaching
We’ve developed this service to enable business owners to understand the key drivers in their business.
The better you understand your business, the easier it will be to increase your profits and free up cashflow.
First, we’ll help you establish what your key drivers are. These may be financial (e.g. gross profit margin), or non-financial (e.g. customer satisfaction ratings). We’ll teach you how to measure each KPI and set improvement targets. Once you’re confident measuring each KPI we’ll provide monthly coaching to help you implement a tactical plan focusing on the business processes and behavioural changes required to ensure improvement.
Investing a little time each week and making simple changes can dramatically improve your KPIs, thus positively impacting your business performance and personal life.
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.
Core Values - Culture eats strategy for breakfast
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.
Attendees will complete pre-work to get thinking about their values and vision for the business so that everyone is prepared to gain maximum benefit from the 4 hour facilitated session. We’ll then guide you through our structured process to create up to five Core Values with definitions which will underpin the expectations of behaviour within your organisation.
Core Values will make leading and managing a team and client expectations a lot easier. When your team live and breathe your Core Values you’re more likely to achieve your business goals. As Peter Drucker once said - ‘Culture eats strategy for breakfast.’
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.
Following the meeting, if required, we’ll prepare a proposal for services, with all costs priced upfront, whether this be strictly for Business Development work and / or compliance.
Quarterly Coaching
Quarterly Coaching
Are you keen to find new strategies to improve performance and overcome business challenges?
As a business owner you can at times feel alone and unsupported, spending little time working on your business while being trapped in the day to day technical aspects. Having a business coach might Be the right move for you.
Quarterly Coaching
Owning your own business is hard work. The purpose of Quarterly Coaching is to provide you with accountability and support to keep you on target towards achieving the goals you have set in your Business Plan.
We’ll ensure your Business Plan remains a living, working document and is the filter through which all decisions are made.
Coaching isn’t just about increased accountability, profitability and cashflow. It’s about achieving your desired work outcomes in order to achieve your desired personal lifestyle.
The Quarterly Coaching program may also be used as a vehicle to guide you through major changes in your business.
Would you value a regular forum with an independent party to discuss burning issues and opportunities? Call us today.
Financial Awareness - Know your numbers
Financial Awareness Coaching
The better you understand your business, the easier it will be to make more money and improve cashflow.
This service enables business owners to fully understand and interpret their numbers, therefore gaining a strong foundation on which to manage their cashflow and grow their business.
You’ll attend bi-monthly meetings with us to discuss and review your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.
The focus of each meeting will depend on your needs, objectives and business direction. By attending Financial Awareness Coaching you’ll:
Receive independent advice
Gain knowledge of key accounting concepts
Access the collective wisdom of our accountants, systems, products and services
Receive ongoing phone support to address issues between sessions
If you want to truly understand how much profit you’re making and the variables that can improve this - call us today!