Think of us as your new CFO (without the hefty salary!). We’re here to help review and implement processes, develop strategies, and help give you the tools to take your business to new heights!
We invest the time in getting to know your business and there is no one size fits all approach. Each of our clients receive a bespoke service specific to the needs of their business, whether that be getting at better at what you do now, or helping you grow for the future.
We are business advisors first, accountants second.
One of our most popular services is one that aligns to our values – and we think of it as keeping you accountable to your business and its goals.
Struggle to understand or find time to read your business financials? No idea what your cash balance will look like at any point in time? This service is for you – a suite of three simple reports for you to read each month and we actually meet with you each month to go through them – none of this sending stuff off by email and hoping you know what they mean. Make time to spend on your business and not just in it.
What is Best Practice? We like to think of it as the guide to ‘how we do things around here’. Without this what we commonly see is processes falling over when people are away, employees change, and businesses grow. All things that are inevitable! We also see a common disconnect between the operational and finance function of the business that causes frustration and leads to inefficiency. We start with workflow analysis of your teams and work with you to document your utopia for the future to set you up for success in resilience in times of changes.
Do you know what your growth plans are, and do you know how to get there? Have you set a budget for now, the future and in five years time? We are passionate about helping businesses grow and in order to move forward we start off spending time in your business looking at the ‘now’ doing one of our custom health checks to assess the needs of your business. No two businesses are the same so we tailor out solutions accordingly.
We don’t all have the luxury of an in-house finance team, or perhaps your team just needs some mentoring and support. We enjoy working with your key staff to ensure they have the skills and support needed to grow for you in your business with our recommended suite of best practice guidelines. We can also provide financial management of your business from bookkeeping and GST returns to delivering timely month end reporting, right through to full financial governance which includes board and bank reporting as well as advisory board attendance if required.
Delivering timely month end accounts & reports – we help you understand what these mean
Implementing best practice – processes between operations & support that commonly create delays
Understanding profitability of your sales effort – monitoring gross profit by the types of work you do
Understanding your overhead costs – that’s the cost of back office
Tracking business performance – developing real time reporting & dashboards that are meaningful
Get & do analysis – understanding the gap between current revenue and what you budgeted
Finding the right system that matches your business needs
We’re ready to help you get stuff done, so let’s chat today
