Consulting + Mentoring

Gain access to the expertise of a Finance Director & make sure your business is planning for success. We provide financial guidance & results based solutions – acting as your trusted advisor & mentor.

SME, BUSINESS OWNERS & EXECUTIVE TEAMS RELY ON US FOR:

• Business Intelligence
• Financial direction, mentoring & management accounting services
• Instilling confidence regarding a company’s financial position & performance
• Financial guidance & advice outside of the standard tax & compliance
• Access to professional bookkeepers and part time Finance Director at a fraction of the cost of a full time CFO
• Personalised services, flexible working arrangements and fixed fees

CLIENTS COME TO US FOR HELP WITH:

• Business Health Checks – reviewing the financial health of their business & determining strategic plans moving forward for success
• Budgeting & Forecasting – understanding revenue versus expenses to forward plan & ensure profitability
• Financial Modelling, Analysis & Reporting – determining the financial outcomes of certain business actions to establish feasibility
• Cashflow Management – income & expense payment planning, loan refinancing & negotiations & debt recovery
• KPI & Dashboard Reporting – setting business goals & employee targets to monitor performance, accountability & ensure business growth
• Risk Management – evaluating & limiting potential business exposures i.e insurances, legal protection, revenue diversification, OH&S
• Finance Management – effectively & efficiently manage the business’ financial resources
• Human Resources – establishing an overall framework, including policies, procedures & recruitment