
WHAT WE DO
Prospective Client Meeting
If you’re keen to improve your business performance and financial results but feel you’re not being supported enough by your current accountant – give us a call. We’ll arrange a complimentary 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, then establish goals and strategies to achieve them. We’ll also have a strategic discussion about the current and future direction of your entities. Following the meeting, if required, we’ll prepare a proposal for further improvement services, with all costs priced upfront.
WHAT WE DO
Annual Accounts Review
It’s essential to understand your Annual Accounts and taxation commitments. Devoting time to understanding your accounting reports is one of your first steps toward making better business decisions. Every business owner should be able to read and understand their Annual Accounts. They tell an important story about your business. However, most business owners don’t have a background in accounting. The good news is that we can help you develop your financial skills. It’s our job to empower you so you can run a better business.


WHAT WE DO
Cashflow & Profit Improvement Meeting
In business, a healthy profit isn’t enough. Even a profitable business can fail due to poor cashflow. We want to help you better manage your cashflow. The first step is to determine your business’s Cash Conversion Cycle. Then we can help you identify strategies to shorten the cycle – so you have more cash in your bank account. Profit matters too. Increasing your profit can increase your cashflow. Implementing strategies to improve your cashflow and profit enables you to set up your business for success. The sooner you attend an Improvement Meeting, the sooner you can improve your profit and cashflow and increase your money in your bank.
WHAT WE DO
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 values to facilitate a four-hour planning session to help you create a clear one-page Business Plan. The outcome of this process is to identify and prioritise goals (both short 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 too common in business – procrastination!

Feedback from our client.
No matter who you are, we’ve got what you need.