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We’re not merely accountants.

We’re here to make a real difference to our clients.  Delivering a high-quality, efficient compliance service is just part of that.  Helping our clients to develop, improve and grow their business is the next natural step.  Our Business Development offerings are practical and tangible services that create long term value for clients.

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 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.  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.

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.

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.

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.

 

Get in touch with us today for your annual Complimentary Client Review.

Not currently a client? We’d also be happy to discuss your business at a complimentary meeting.