We’re not merely accountants – we do more than just keeping the tax man happy!
Traditional accountants will focus on keeping the tax man happy, but we’re here to partner with our clients and make a real difference. We want you to spend less time doing boring accounts stuff and more time doing the things you love with the people you love. 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, as well as delivering the financial, time and mind freedom that most of us crave.
Proposal Meeting – Where it all starts!
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 (or you don’t currently have one!) – get in touch. Complete our quick questionnaire, we’ll follow up with a quick discovery call to ensure we’re a good fit for each other and then we’ll arrange a complimentary Proposal 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.
During the meeting, if required, we’ll prepare a proposal for services, with all costs priced upfront (you can read more about how we price our fees here).
The Annual Review Meeting – For all clients, every year!
As a valued client, you’ll receive an annual review meeting towards the end of your financial year. The Annual Review Meeting 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.
HR Services – Find out more!
Our People and Culture service recognizes that when your team thrives, so does your business. We understand that growing businesses often feel overwhelmed by the complexities of HR compliance and team development, which is why we’ve created a comprehensive solution that goes beyond traditional HR. Through our partnership with SafeHR, we provide affordable and thorough HR compliance support, while our collaboration with Danielle Heath of IES Culture delivers the cultural development and performance side that’s often missing from conventional HR services. Our approach focuses on getting your culture right from the start, believing that strong team culture prevents issues before they arise and creates an environment where both your people and business can flourish together.
Business Planning – Find out more!
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.
Financial Budget – Find out more!
A financial budget is your business’s roadmap taking you from where you are now to where you want to go. We will work with you to establish your overheads, your desired income and break even point for the year ahead, then set realistic and achievable sales targets to work to. If you don’t know where your business is going how do you know how to get there?
Management Reports – Find out more!
Our management reporting service ties in well with your financial budget. It’s all well and good setting these goals and targets, but how do you know if you are achieving your targets and sticking to your budget? If you’re not measuring your results how can you improve them?
We will work with you to establish the key numbers you need to track, create a custom report template (that you can actually understand!) and the deliver management reports that actually mean something. Complete with a 15 minute momentum call this is a great way to keep you on track.
Cashflow Forecast & Management – Find out more!
Cash Flow planning is best practice in any business and critical to survival and growth. We will work with you to prepare your cash flow forecast, then tweak and update each month or quarter as required. It will allow you to not only understand your cash flow cycle, but also to predict large cash outflows, respond to changes in your business and plan accordingly for any cash shortages.
After preparing a Cash Flow Forecast we can then take this further and 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 will 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.
The Money Confidence Programme – Find out more!
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.
Monthly Mentoring/Coaching – Find out more!
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 mentoring 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!
These are powerful Business Development services that provide immense value and clarity.
Already a client and interested to know more? Email Cheryl today to arrange a complimentary review to discuss how we can help you even more.
Not currently a client? We’d love an opportunity to discuss your business and your goals and explore working with you. Head over to our Work With Us page to complete the quick questionnaire and book your discovery call.
