Services.
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Business PlanA 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 half-day 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.
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Cashflow Management
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. After preparing a Cashflow Forecast we’ll conduct a thorough review of your processes and identify any potential causes of poor cashflow so that we can treat the underlying issues. We’ll meet with you on a quarterly basis to monitor, analyse and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise a 90 Day Action Plan to ensure you implement improvement strategies for maximum results.
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CoachingWe’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 regularly to discuss your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.
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We can also assist with Core Values Development (half-day workshop), Organisational Review, Asset Protection, Structure Review, and Succession & Estate Planning - helping you to protect you & your family's financial future.
Everything we do is focused towards helping you achieve your three freedoms of time, mind and money.
Everything we do is focused towards helping you achieve your three freedoms of time, mind and money.