The Extras - Proactive Business Advisory Services

Monthly or quarterly meetings with our experts will help you grab the bull by the horns, keep you accountable and support you through your goals and making better business decisions. Time to grow your business, increase the cashflow and free up your time for the things you love.

Time to take time out of your day to day activities in the business and focus on the business. Together we will review your past performance and clarify your future direction.

We can help you review your performance against targets and create a 90 day action plan to iron out any critical issues. Plus, you’ll set solid and realistic business goals with strategies to achieve them.

Do you struggle to understand just what the numbers mean? You need to understand financial implications to make good management decisions for your business, and we can help you with that! We will meet regularly to discuss your financial results and help you develop a process to produce and interpret your own financial reports on a monthly basis.

Do you know if you need a company, Look Through Company (LTC), Partnership or Trust? We will make sure you are set up with the right structure and will give you the right advice because we know these like the back of our hand.

Getting the right tax advice at the outset can leave you with more money in your pocket in the long run. From negotiating the T’s and C’s of a business sale or purchase, to buying or selling property or a significant business asset, getting the right advice is key to maximising your tax position. Which at the end of the day means you pay less tax.

We know there’s a lot that goes on behind the scenes when running a small business. Whether you’re starting, buying, or growing a business, our personalised accounting services will take the pesky paperwork off your hands while providing you with the right tools to make better business decisions.

Preparing an annual budget and having a forecast prepared for what the budget will mean to your cash-flow is best practice in any business. It’s what our most successful clients do every year. Do you ever ask yourself when you’ll be able to get money out of the business? Or do you ask why the profit you make each year never seems to match to cash in the bank? Talk to us about what this means and how to get a better handle on the cash in your business.

In addition to helping you with preparing a cashflow forecast we have a Cash-flow Management service which is designed to help you improve your understanding of all things Cash so that you can maximise your cash-flow. It will allow you to predict large cash outflows and respond to changes in your business.

Most businesses simply cannot afford to hire a Chief Financial Officer until they are turning over many millions a year. This means the owner must be all things ‘finance’ in the business. A Virtual CFO simply means engaging with us to be involved regularly in your business so you have a ‘partner’ beside you to take some of the load off.

We custom build a plan to help you. This can include weekly, monthly or quarterly meetings with us, regular financial reporting with insights and our thoughts, help setting goals and helping you stay accountable to them and working with you to strengthen your banking relationships. A Virtual CFO also involves helping you understand the financial controls in your business and making them stronger.

Trusts involve complex issues which make quality expert advice essential both in relation to the establishment of the Trust but also in relation to its ongoing administration. The role of a Trustee can be extremely daunting for an untrained person and often complicated decisions need to be made.

By using us as a Professional Trustee we will advise you on the best way to preserve your assets, ensuring as much as possible will be received by the intended beneficiary(s) and is not lost to tax, divorce or in settlements with creditors.

Partner with us and we will ensure your business achieves its full potential. We offer you our expertise and support to allow you to run your business more effectively. Regular management reporting gives you a whole new way of understanding and approaching your business. Giving you the tools for business longevity and growth.

Want to know what your business or shares are worth? Thinking of buying or selling a business? Talk to us to find out.

A Succession Plan helps clarify what you want for the future and defines the steps required to turn that vision into a reality. A good Succession Plan should take into consideration business, personal and family expectations.

We can work with you to develop your Succession Plan that will encompass carefully considered business exit strategy that reflects the hard work and capital you’ve invested in your business.

Get an understanding of the key drivers in your business. These could be financial or non-financial. We will teach you how to measure each KPI and set improvement targets. The better you understand your business, the easier it will be to increase your profits and free up cashflow.

Can you easily articulate the value of your product or service to your customers? Our coaching service can help you build your knowledge around powerful sales techniques, writing effective proposals and defining your terms of trade. We can also help create and implement an ongoing Sales Action Plan.

Are you wearing too many hats in your business? Gain clarity on who is doing what in your business. We can help you build an Organisation Chart that visually defines departments, functions, roles and responsibilities. A structure in our business will help it be more sustainable, scalable and more saleable.

Core Values are the essence of a company’s identity; they support the vision and shape the culture of an organisation. Core Values cannot be acquired and made to fit an organisation. They need to be developed from within to be authentic to your company and employees.

Experience has shown that the most effective way to develop Core Values is by having a neutral facilitator lead the process. This is where we can help. We’ve developed an effective service that allows you to create Core Values for your business – providing a great foundation and guide for the way your team interact with clients and each other.