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 account 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 service, with all costs priced upfront, whether this be strictly for business development work and / or compliance.
THE COMPLIMENTARY CLIENT REVIEW
As a valued client, you'll receive at least one complimentary client review (CCR). In fact, this is an annual event for a number of our clients. 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 these 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.
OUR BUSINESS PLANNING SERVICE
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.
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.
Cash-flow planning is best practice in any business and critical to survival and growth. Our cash-flow management service is designed to help you improve your cash conversion cycle and maximise your cash-flow. It will allow you to predict large cash outflows and respond to changes in your business.
Managing cash-flow is all about your business processes. After preparing a cash-flow forecast we’ll conduct a thorough review of your processes and identify any potential causes of poor cash-flow so that we can treat the underlying issues.
We’ll meet with you on a quarterly basis to monitor, analyse and adjust your key cash-flow 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.
FINANCIAL AWARENESS COACHING
We’ll help you to understand your business better, enabling you to better manage your cash-flow. 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.
KEY PERFORMANCE INDICATOR (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 cash-flow.
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.
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.’