Running and growing a business can feel like a rollercoaster ride. What starts with vision, passion and a gazillion ideas can become stressful, overwhelming and exhausting.
We know, we’ve been there too. But it doesn’t have to be that way. We can help you create a strong efficient business, where the finances are organised, the numbers make sense and you’re empowered to scale and grow. Where you’re truly excited about your business and its future.
We call our five-step tried, tested and proven system Profit with Purpose.
# Step 1
Where are you now?
Before we start, we need to know where your business is now.
We get to know you and your business. What do you do? What makes you different? Who are your clients? Who’s your ideal client - they’re not always the same.
Then we crunch some numbers. How much do you charge? How much profit does that generate? What team members do you have, in what roles, delivering how much profit? Where is the growth potential and where can savings be made?
Now it’s all about you. Where are you as a business owner, how are you feeling, what’s causing you worry and what’s bringing you happiness?
Businesses are driven by people. And it’s never more personal than when it’s your own business.
# Step 2
Where are we going?
What are your goals and vision for the future?
We begin with your personal goals for the long term, short term and any big life events along the way - weddings, families, adventures are where we begin. What would your perfect week, month, year look like?
Next your business goals. What does success look and feel like to you? Where do you want to be in 90 days, a year, three years from now?
This is your Purpose, the reason you’re in business.
# Step 3
Tuning the Engine
Getting your business running smoothly and efficiently.
To create a solid, profitable and scalable business, you need to have the right systems, strong processes and the best people in place.
We’ll introduce a blend of structure and technology, backed by our business and financial expertise. This will streamline how your financial data is collected and processed, giving you the information you need in a format you understand, so you can make sound business decisions. In other words, a solid, structured and scalable finance function.
See below for the areas we can help you with.
We’ll look at the systems you currently have to take prospects to clients, pitches to proposals and invoices to payments so that they are received quicker and with ease.
Our goal is to put you in control of a profitable business.
# Step 4
Pit stops along the way
Reporting and forecasting to keep you on track.
Regular reporting and forecasting will help you to know where you are, how the business is performing, and will flag if anything needs tuning or updating.
This stage takes you through finance modelling, budgeting, financial forecasting, profit and loss, cashflow and balance sheets. It also provides accountability, which has been proven to help keep business owners on track, resulting in increased revenue, efficiencies and profit. Win win!
# Step 5
With you for the journey
Finance and business support every step of the way.
Pit crew, navigator, co-driver, however you want to think of us, we’re here to support you on your journey, to help your business flourish and grow.
Building lasting relationships is part of our success and we believe in always being here for you, with regular check-ins, progress reviews, strategy updates and general business maintenance. As well as answering any questions and sense checks along the way.
Our aim is to become your external finance and business development department, until you grow to such a size that you bring it in house, if growth is your goal of course.
Together we can ensure your finances are running smoothly. Your business development plan is robust and you’re on track to hit your goals.
Finance and business support
The systems we use and the support we offer
Data Collection
Businesses run on data, but it can be overwhelming, so we can introduce a system for organising, analysing and using your data in order to complete your bookkeeping and accounting.
Hubdoc
Securely stores all your invoices and bills in one place in the cloud and seamlessly integrates with Xero.
Xero
One of the world’s leading cloud-based accounting systems for businesses of all sizes. It will help you stay on top of your numbers and is always our recommended go to.
Xero apps
Xero has a huge ecosystem of third party apps that are available for everything from managing expenses, tracking time, POS integration and much much more. We can support you in finding the right apps for you.
Team Liaison
Working closely with key members of your team to ensure we have the financial information we need to best help and support you.
Accounts Process Guidelines
Creating clear, easy to follow guidelines on how your finances are organised and run, which ensures consistency and takes the reliance off individuals within your business.
Training
We’re all about empowering you to run your business better and are happy to teach you and your team how to help us by using the systems we recommend.
Compliance
Our system will help you to stay on track and compliant with legal financial and business rules and regulations.
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