Business Advisory

We’re here to make a real difference to you and your business, arming you with the skills to understand and grow. We explain the difference between Cashflow and Profitability and how you can influence and improve these. We draw on our years of experience working with a wide variety of clients to deliver high-quality business advisory sessions which are practical and tangible to create long-term value for you and your business. Essentially its business coaching but from an accountants perspective.

Cashflow & Profit Improvement

In business, a healthy profit isn’t enough. Even a profitable business can fail due to poor cashflow.
We want to help you better manage your cashflow. The first step is to determine your business’s Cash Conversion Cycle. Then we can help you identify strategies to shorten the cycle – so you have more cash in your bank account.
Profit matters too. Increasing your profit can increase your cashflow. Implementing strategies to improve your cashflow and profit enables you to set up your business for success.
The sooner you attend an Improvement Meeting, the sooner you can improve your profit and cashflow and increase your money in your bank.

Financial Awareness

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 regularly to discuss your financial results, culminating in you learning to produce and interpret your own customised monthly financial reports.

Business Planning

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 values to facilitate a four-hour planning session to help you create a clear one-page Business Plan.
The outcome of this process is to identify and prioritise goals (both short 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 too common in business – procrastination!

Organisational Review

Many businesses don’t have absolute clarity around their team’s defined roles and responsibilities. Often this results in business owners wearing too many ‘hats’, meaning precious little time to spend on business strategy or high-level activities that create real value for your business. An Organisational Review will help you to build a functional Organisation Chart, visually defining departments, functions, roles, and responsibilities. We’ll help you structure your business so it’s more sustainable, scalable, and ultimately, saleable.

Succession Planning

Succession Planning helps you clarify what you want for the future, considering business, personal, and family expectations, and defines the steps required to turn that vision into a reality. At least 3-5 years is the ideal timeframe to make sustainable improvements – the more time you have for planning and implementation, the better. The half-day Succession Planning session provides an overview of important considerations, succession options, and processes relevant to your business. You’ll then define your succession timeline, identify your ideal succession scenario, and look at opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust Succession Plan. We’ll then set quarterly and 12-month goals and actions. As a result, you’ll have a roadmap to guide decision-making and ensure your business is in the best position to achieve maximum return on your hard work and investment.