New announcement. Learn more

Business Services, Business Review Services, Xero Training & Support, 

We can offer you customised business solutions, giving you the tools, foundations and experience we have combined to ensure you are always front of mind and we do the best we can to help our clients achieve what is possible. 

Business Solutions we provide:

✔ Business Development & Advisory    

✔Business Training

✔ Budgets and Forecasting

✔Business Startup Course so you get it right first time

✔ Business Review Service

✔ Management Reporting

✔Cashflow Guidance and Management

✔ Performance & Job tracking

✔ Xero Training and more…

Tradie Business Review Service

Business Training Services

This service is for all Trades and is held in our offices, or onsite at yours or held remotely and in your data file. We will review your data, have a conversation and guarantee we will find a way to streamline systems and find a tip for you as a take away.

The session consists of one x 2-hour session and covers a variety of topics, tailored to your business. This is held at a time that suits you.

Topics and benefits:

  • Working through your Xero business file  – Education around what best practice around invoices/bills and documentation.

  • Understanding business best practices – Best practices, ensuring that you are charging everything you should be, what is included in your P&G, overheads, gross profit, margin vs markup.

  • Knowing what is included in your staff rates– Working through and understanding best practices around what is included in your staff hourly rates, PM fees, downtime and difference between profit & cash.

  • Pricing how to tips - Lets discuss what you are charging, are you missing anything, tips and ideas on best practices.

  • Where to next - Identify any further support needed and an opportunity to address anything you want to cover from the sessions again.

Business Review Service

Business Health Check

This service is offered to all businesses and is held in our offices, or held remotely and in your data file. We will review your data and guarantee we will find a way to streamline your systems or the session is free.

The session consists of one x 2-hour session and covers a variety of topics, tailored to your business. This is held at a time that suits you.

Topics and benefits:

  • Working through your Xero business file  – Education around best practice around invoices/bills and documentation.

  • Xero Tips & Tricks – Reconciling transactions, best practices, producing reports, GST returns, reporting, recording bills, ensuring you have correct documentation and tips & tricks.

  • Understanding business best practices – Working through and understanding best practices around what you are charging, business costs, cashflow, GST reconciliations, month end best practice plus much more.  Identify any further support needed and an opportunity to address anything you want to cover from the sessions again.

What does this mean for you?

We sit down with you, discuss and analyse your business and systems, then report back to you on our recommendations.

This could involve one or more of the following services being implemented.

  • Customised Business solutions.

  • Analyse and set company budgets.

  • Advisory - Analyse data and make recommendations.

  • Business Improvement Services.

  • Clarity in your business.

  • Understand your Numbers, bottlenecks and opportunities.

Ready to start saving time and money? Contact Leah today to book a time to meet and find out more about our tradie packages.

Beyond Your Numbers business review service