Business Development and Growth

We are here to make a real difference to our clients. We love partnering with our clients to develop, improve and grow their business. Our Business Development offerings are practical and tangible services that create long term value for clients.

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Monthly Management Reporting / Meetings

Monthly phone call or meeting for 1-1.5 hours discussing performance or general business challenges, including reviewing your results against targets and provide recommendations to minimize risk and optimize growth.

  • – Management Meetings
  • – Monthly Performance Reviews
  • – Performance Feedback

 

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.

 

The Complimentary Client Review

The CCR 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.

Business Planning

A great Business Planning process gets to the heart and soul of your business.  

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.

Note: This service involves completing pre-work followed by a 4-hour business planning session.

Coaching (Quarterly or Monthly)

Owning and operating a business is hard work and at time 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 Coaching programme 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!

  • – Monthly Coaching
  • – Quarterly Coaching

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.

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, positively impacting your business performance and personal life.

Financial Awareness Coaching

We’ll help you to understand your business better, enabling you to better manage your cashflow.  Good management decisions rely on a sound understanding of the financial implications for your business.  This service involves meeting with us every two months to discuss your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.

Cashflow Management

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. 

  • – Cashflow Forecast (Cashflow Only – no Profit or Loss and Balance Sheet)
  • – Integrated Profit & Loss, Cashflow and Balance Sheet Forecast

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