Business Planning ServiceA 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.
Business Advisory Services
Our business advisory services offer practical and tangible services that create long term value for our clients. If you are not sure if you are ready or what level of support you need, then come and have a chat.
Book in for a business review goal session which gives you an opportunity to set and review your goals and gives you clarity around the actions you need to take to achieve those goals.
This is a one on one session and we are here to help so book online today
What we can help you with
Success is about planning. We want to help you achieve success.
Monthly or Quarterly CoachingAs 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 Quarterly Coaching service provides you with increased accountability and support so that you achieve the results you want from your business. The outcomes include increased profitability and cash flow, customised reporting templates to measure actual performance against forecasts and access to an expert sounding board to ensure you continue working towards your goals.
Understand your cashflowCashflow 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. Contact Leah to book your confidential session today
Fixed Fee Business ServicesOur Fixed Fee Services save you time, ensure you don't have ebbs and flows in your cashflow and you know your cost structure. This can capture day to day bookkeeping, payroll, reporting, GST returns, business planning and cashflow planning. We have customised tiers so contact Leah to find out which one would suit you best.
Business improvement services to help you plan for success
If you want your business to move forward, it’s good to look forward. That’s where our Business Services can help.
Whether you need our non judgmental independent, expert advice on identifying new areas for growth, gaining clarity on your financial position and future viability, planning to reduce debt, purchase business assets or even assessing a potential business purchase or sale, we’ve got over 25 years of hands-on business experience to bring to the table to help set you up for success. So, whatever your situation, whatever your goals, get in touch and together we’ll work out the ideal plan for your business.
Our business improvement services all are available face-to-face, or online .
Meet the team here.
Virtual CFO
A CFO is generally responsible for the financial management and strategy of a business. This encompasses cashflow management, budgeting and forecasting and strategic planning.
Clearly, the role of a CFO is very important to the success of a business. However, small and mid-size businesses often cannot afford a full-time CFO and this is where our Virtual CFO service comes into play and fits your team nicely.
Our Virtual CFO service provides all the benefits of an internal CFO at a fraction of the cost. In our role as Virtual CFO, we become an integral part of your business, guiding your financial and strategic decision making to help grow and improve your business.
Contact Leah to find out more information
Budgeting and Cashflow Management
One of the main concerns that keep business owners awake at night is cashflow. Maintaining a healthy cashflow is essential to the stability and success of a business.
We work with you to develop budgets and forecasts for your business. Using these budgets and forecasts we help you to understand and plan for your cashflow requirements in a timely manner.
We also help you to develop a cashflow management strategy for their business and to implement processes and systems that improve cashflow performance and resilience.
Benefits at a glance:
Receive a cashflow to support finance applications for asset purchases such as vehicles, plant and machinery
Cashflows support business growth
Helps you prepare for upcoming expenses with a monthly budget and report on actuals vs budgets
Supports applications for debt repayment
Avoid running out of cash - (remember cash is queen)
Reduces your late payment penalties
Develop a better understanding of the money coming in and out of your business - Cashlflows and bottlenecks
Regional Business Partner Funding is available on this course for eligible businesses, details here. If you are not registered you can do so here