Advisory.

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 meeting programme 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.

The monthly meeting programme isn’t just about increased accountability, profitability and cashflow. 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.

The monthly meeting programme enables you to be proactive, not reactive:

• Be accountable to achieve your desired results
• Identify and resolve your burning issues
• Gain an understanding of the key drivers within your business
• Understand the impact of ideas prior to implementing them
• Access an impartial coach to filter ideas and improve decision-making
• Increase efficiency, profitability and cashflow
• Improve leadership and management

The monthly meeting programme consists of monthly meetings with a senior team member. Prior to each session you’ll complete simple pre-work which will influence the focus of each session.

We’ll help you review your results, identify opportunities, clarify areas for improvement, and discuss how to overcome any obstacles you’re facing.

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.

Owning your own business is hard work. The purpose of Quarterly Management Meetings 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.

Quarterly Management Meetings aren’t just about increased accountability, profitability and cashflow. It’s about achieving your desired work outcomes in order to achieve your desired personal lifestyle.

Quarterly Management Meetings may also be used as a vehicle to guide you through major changes in your business.

How you’ll benefit from Quarterly Management Meetings:

• Receive customised reporting templates to measure and review your actual performance against forecast
• Gain understanding of the key drivers of your business and what affects them
• Learn how to identify and solve your burning issues
• Utilise an expert sounding board to discuss ideas and their potential impact
• Achieve alignment amongst Directors
• Get help with prioritising tasks and projects
• Gain access to the collective wisdom of our accountants, systems, products and services
• Ongoing phone and email support

This programme consists of quarterly meetings with a senior team member. We’ll help you review your results, clarify areas where you can improve, set 90 day goals and identify strategies to achieve them.

Quarterly Management Meetings give you regular dedicated time to make better business decisions, utilising knowledge and support from your Coach.

Success is about planning. Better business, better lifestyle.

Our Business Development offerings are practical and tangible services that help to create long term value. Business Planning is a great starting point.

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.

The monthly meeting programme enables you to be proactive, not reactive:

• Review and set business direction
• Align goals amongst the directors
• Identify Gross Revenue Targets and Key Performance Indicators
• Establish a robust accountability system
• Identify critical challenges and opportunities in your business and the actions required to resolve or maximise them
• Set timeframes for achieving goals
• Identify what support and resources you will need to achieve your goals
• Enables you to communicate your business goals and vision with your team
• Provides a platform to develop Financial Forecasts
• Use as a basis to set team members’ individual goals and targets

Any time is a good time to complete a Business Plan.

Business Planning is crucial if you’re considering a new business venture.

“What gets measured gets managed.” - Peter Drucker

Benefits of Management Reporting:

• Establish Key Performance Indicators for your business and set achievement targets
• Receive a customised monthly management Report to regularly measure your performance
• Access a visual dashboard summary of multiple reports, enabling you to quickly interpret your results
• Implement best practice monitoring to enable better decision making
• Develop the discipline to prioritise reviewing your results each month and identify areas for improvement
• Understand the factors that impact your results so you can develop strategies to maximise your results

Poor cashflow is the number one reason businesses fail.

Cashflow planning is best practice in any business and critical to survival and growth. Setting targets and monitoring your actual cashflow against your forecast will enable you to predict large cash outflows and respond to changes in your business.

Whether your bank has requested a Cashflow Forecast or not, every business owner needs an understanding of cash and liquidity for better decision making. All businesses should have a Cashflow Forecast in place at the beginning of the new financial year. Having said that, we can prepare one at any time.

Helping our clients look ahead with confidence is core to our purpose as your accountants. We want to work with you beyond preparing a Cashflow Forecast.
Our Cashflow Management service has been designed to treat the underlying causes of poor cashflow - starting with your Cash Conversion Cycle.

Together we’ll conduct a thorough review of the potential causes of your cashflow challenges. We will set annual goals and devise a 90 day action plan for improvement and hold you accountable to implementing simple strategies to maximise cashflow.

Inadequate cashflow is a symptom of management problems in a business, NOT the cause. We must fix the underlying issues.

The monthly meeting programme enables you to be proactive, not reactive:

• Monitor actual cashflow against forecast in your accounting or reporting software
• Allows you to predict and plan for large cash outflows
• Understand key cashflow drivers and your business’s Cash Conversion Cycle
• Identify ways to avoid late payment penalties and interest
• Improve your relationships with financiers and suppliers
• Gain an understanding of cash and liquidity for better decision making
• Peace of mind that your cashflow needs are known and properly funded
• Improve business processes to boost cashflow, profit and business value
• Drive your business to achieving your goals in a managed way

Profitable businesses can experience extreme cashflow problems, just as unprofitable businesses can survive if they’re well-funded.

Understanding the difference between profit and cash and your business’s Cash Conversion Cycle is essential for your business to be viable in the long-term.

The better you understand your business, the easier it will be to make more money and improve cashflow.

Management decisions rely on a sound understanding of the financial drivers in your business. Financial Awareness Coaching is a great starting point for you to gain confidence and important business knowledge to successfully lead and manage your business.

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

Financial Awareness Coaching will help you to understand your key financial reports.

• Ensure accuracy going forward
• Ensure a clearer format to aid decision making
• Make informed decisions with better understanding of the financial implications
• Manage and monitor your cashflow effectively, as well as your debtors and creditors
• Begin to understand other information you may need to capture monthly

By undertaking Financial Awareness Coaching you’ll develop the knowledge and skills to identify burning issues and address them effectively. We’ll even help you identify areas where you could save time on admin tasks that can easily be automated or delegated.

Your coach will hold you accountable for reviewing your monthly reports prior to each meeting. This accountability will positively impact the way you manage your business and teams’ performance.

Financial Awareness Coaching is an important investment for you personally - and for your business.