Business Freedom

As a valued Client, you’ll receive at least one Complimentary 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 is an opportunity for our team to identify greater tax efficiencies and asset protection.

A great Business Planning process 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 their business.

An Organisational Review will help you to build a functional Organisational 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’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 your learning to produce and interpret your own customised financial reports on a monthly basis.

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.

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 and behavioural changes required to ensure improvement.

Investing a little time each week and making simple changes can dramatically improve your KPI’s, thus positively impacting your business performance and personal life.

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 4 hour facilitated session.  We’ll then guide you through our standard 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’.

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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