to Business and Personal Success
to Business and Personal Success
All our services are tried and tested!
Providing valuable services requires resolving the three biggest challenges business owners have:
- Time Freedom
- Money Freedom and
- Peace of Mind
Complimentary Client Review (CCR)
As a valued client, you’ll receive at least one Complimentary Client Review (CCR). In fact, this is an annual event for a number of our clients.
The CCR is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you respond effectively. And of course, it’s an opportunity for our Team to identify greater tax efficiency and asset protection.
Proactive Accounting Meeting (PAM)
You are not your client yet! If you’re keen to improve your business performance and financial results but don’t feel you are being supported enough by your current accountant - give us a call. We’ll arrange a complimentary Proactive Accounting 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, and establish goals and strategies to achieve them. We’ll also have a strategic discussion around the current and future direction of your entities.
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 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.
Many businesses do not have absolute clarity around their team’s defined roles and responsibilities.
This often results in owners wearing too many ‘hats’, meaning they have precious little time to spend in a strategic sense, or on high-level activities that create real value for the business.
An Organisational Review will help you to build a functional Organisation Chart, visually defining departments, functions, roles and responsibilities. We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.
We appreciate that owning your own business is hard work; the purpose of Monthly Coaching is to provide you with accountability and support with planning and decision making to ensure progress. We'll help you overcome roadblocks and challenges in your business, working in synergy to utilise our combined expertise. If you’re passionate about your business performance and want to achieve your goals, then we recommend this service to you. Monthly Coaching allows you to dedicate time to making better business decisions with the support and knowledge of your coach.
As 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.
Many business owners are very good at what they do but have never had formal sales training. Can you easily articulate the value of your product or service to your customers?
Our Values Based Selling service is designed help you improve your sales processes and increase productivity, efficiency and profit. It will enable you to give price certainty, confidently handle changes in work scope and eliminate fee surprises for you and your clients.
This coaching service will build your knowledge, focusing on powerful sales techniques, writing effective proposals, and defining Terms of Trade.
We’ll also help you to create and implement an ongoing Sales Action Plan. Value Based Selling encourages a return that is proportionate to the value you’re providing clients, freeing up time for you to concentrate on other revenue generating activities.
Core Values are the essence of a company’s identity; they support the vision and shape the culture of an organisation. 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 interacts with clients and each other.
Attendees will complete pre-work to get thinking about their values and vision for the business so that everyone is prepared to gain maximum benefit from the 3-4 hour facilitated session. We’ll then guide you through our structured process to create up to five Core Values with definitions which will underpin the expectations of behaviour within your organisation.
Core Values will make leading and managing a Team and client expectations a lot easier. When your Team live and breathe your Core Values you’re more likely to achieve your business goals. As Peter Drucker once said - ‘Culture eats strategy for breakfast.’
We’ve developed this service to enable business owners to understand the key drivers in their business. The better you understand your business, the easier it will be to increase your profits and free up cashflow.
First, we’ll help you establish what your key drivers are. These may be financial (e.g. gross profit margin), or non-financial (e.g. customer satisfaction ratings). We’ll teach you how to measure each KPI and set improvement targets. Once you’re confident measuring each KPI we’ll provide monthly coaching to help you implement a tactical plan focusing on the business processes and behavioural changes required to ensure improvement.
The robustness of family trusts is coming under considerable scrutiny as a result of the Law Commission review, resulting in a massive wakeup call for Trustees. Our Trust Review service examines your Trust set up, identifies any administration gaps, and ensures your Trust is compliant with legislation and that Trustees are meeting their obligations.
We’ve developed a number of resources and templates to help you to understand this complicated topic and to help you develop an effective Memorandum of Wishes.
Most importantly, this service provides a framework to ensure your Trust is meeting its objectives.
As well as improving asset protection, there may be opportunities for you to achieve significant incidental one-off tax savings and on-going annual savings. We want to work with you to ensure that you are maximising these opportunities.
If you have multiple entities, profit greater than a fair market salary to owners, debt that is not in your Company or are considering the merits of having a Family Trust, then you should meet with us for a free consultation.
We’ll help you to understand your business better, enabling you to better manage your cashflow.
Good management decisions rely on a sound understanding of the financial implications for your business.
This service involves meeting with us every two months to discuss your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.
Cashflow 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.
Succession Planning helps you clarify what you want for the future (taking into account business, personal and family expectations) and define the steps required to turn that vision into a reality. At least 3 - 5 years is the ideal timeframe to make sustainable improvements; basically the more time you have for planning and implementation the better.
The Life Organiser has been designed to provide peace of
mind that your affairs are in order and to minimise stress for your loved ones
in the event of disability or death.
It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.
You can simply purchase the Life Organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate.
We want to help you achieve success with your marketing. It's essential for business owners to understand and measure their marketing KPIs to know which marketing strategies are working well, and which are having little impact. We want to ensure our clients are spending their marketing budget on the marketing activities which will gain the highest return. We will work with you to set your marketing goals and develop strategies to ensure these are achieved.
"While most people recognize that a leader’s mood and how he or she impacts the mood of others, plays a significant role in any organization, emotions are often seen as too personal or unquantifiable to talk about in a meaningful way. But research in the field of emotion has yielded keen insights into not only how to measure the impact of a leader’s emotions but also how the best leaders have found effective ways to understand and improve the way they handle their own and other people’s emotions.
Understanding the powerful role of emotions in the workplace sets the best leaders apart from the rest—not just in tangibles such as better business results and the retention of talent, but also in the all-important intangibles, such as higher morale, motivation, and commitment."
Daniel Goleman, Emotional Intelligence
- Seven Ways to Grow your Business
- Effective Governance