It all begins with an idea. You know what you want to know about your business, and you know it should be easy enough to do, but you have no idea how to begin or how to gather the information. Our specialty is helping you access all the information you need and want as easily and quickly as possible.

We spend time with you and your staff to understand how you do what you do and why you do it that way.

We then provide a written document with recommendations for changes and improvements.

Post Business Process Review, we support you and your staff to implement these recommendations, and we provide written procedures which can be used as new staff come on board to ensure all your hard work isn’t lost when staff change over.

If you already know what procedures you want, we also support you in preparing written procedures or implementing them with your staff.

It’s important to have a goal you’re striving for in your business. A budget/forecast is the tool that enables you to set targets for yourself and your staff for the upcoming year.

Budget/Forecasts are a tool that helps you work out where you want to go, then discuss strategies or changes you need to get you there.

During the year, you can then measure your actual results to see how successful you are at implementing these strategies/changes in your business.

Knowing where you want to get to is different from knowing how to get there.

We supporting you with the development of a strategic plan and rolling this out to your team, without the cost of a full-time CFO.

Running a small business sometimes means you don’t have the finance team or the senior finance professionals to run ideas past and get their input.

We are here to listen, collaborate with you, or just play the devil’s advocate and offer a different perspective you may not have thought of.

Sometimes the answer comes by explaining the issue to someone completely separate from the issue.

If your business is growing but you’re not big enough to have a dedicated team, we can offer on the job training for your staff to upskill them in basics such as better management of Accounts payable, Accounts receivable, understanding the importance of cashflow, ensuring security around payments and new vendors and other basic finance functions.

Upskilling your existing staff can also increase morale and ensure you hold onto good people longer.

Most accounting systems will prepare the Business Activity Statement (BAS) for you and some will even allow you top lodge it via your accounting system.

By doing this yourself and saving possible $1,500 to $2.500 a year on accounting fees to lodge your BAS, you can re-invest this into something that actually grows your business, not just admin.

We can support you and your staff in preparing your financial data and creating checklists to ensure you have covered all the necessary items to ensure a smooth and quick process for your tax returns to be completed.

We will provide a written checklist and procedure to make sure you know what to do the following year, or if you have new staff coming on board.