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Help, something needs to change!

Help, something needs to change!

Phil is in the professional industry and there were leaks everywhere!

  • We had an initial meeting to determine what was and what was not working in his business. (had already setup tracking in business)

  • Looked at current systems and ran reports for periods to determine a plan regarding a product/s we were looking at in particular.

  • Met to discuss some outcomes and recommendations.

  • Round table meeting with staff and completed an open meeting analysis.

  • Held a team SWOT as this worked for him and his team.

  • Completed and sent review report on findings.

  • Followed up with regular meetings and reports.

  • He contracted out some more services to us.

  • Regular monthly reports and cashflows vs budgets created. 

Through our business  coaching, Phil has more support in the business. knows the opportunities and bottlenecks and the business has now grown even with a product removed.

His gross profit in one month increased by 95.31% and net profit from -($1,671) to $13,278 in one month!

After 6 months the business was in a position to be sale-able after not being attractive for sale previous to this for over 18 months.

Business has since been sold which is something he never thought possible and would not have been had we not held Financial Awareness Coaching sessions with him.

Although losing a client was sad, it was so pleasing to see him succeed and sell his business and move onto other ventures.