Strategy planning can seem like a daunting task on your own. But with the right blend of objectivity, analytical skills and creative thinking, we can help you break it down and get your business focused on the future.

Over two strategy sessions, together we will help you answer the big questions: Where is your business now? Where do you want to take it? And what do you need to do to get there? Then, we’ll help you turn your plan into action.

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Think of us as your virtual CFO. We help you establish the foundation to meaningful financial reporting, starting with cleaning up your accounting system and getting your chart into the right order. And because we know consistency is key, we’ll sort out any legacy issues and inconsistency in account allocation.

Next, we shift our focus to your accounts people. We can provide training and skills development to ensure they maintain a high level of accuracy.

Finally, we develop a monthly reporting pack giving you a snapshot of your business performance, highlighting key numbers and looking out for any major issues.

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We create a simple checklist of outcomes from your strategic planning session and devise a roadmap to implement the actions. Regular meetings provide you with the focus and forum to take a step back from the day-to-day operations of your business and stay on track for your vision.

“The way to get started is to quit talking and begin doing.” – Walt Disney

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With the bar set for success, we can project your required sales figures and establish an accurate forecast of your bank balance over 12 months. This forecast model will ultimately change the way you make financial decisions for your business.

Our financial reports give you a true insight into your business:

1. Profit and loss statement: How much profit you are making
2. Balance sheet: Where the money really is
3. Cash flow statement: What your bank balance is over the next 12 months

Because we know businesses are constantly changing, we don’t give you one report to rely on for the next 12 months. We review and amend your ‘Profit Plan’ every 3 months, allowing us to realign your targets and improve the accuracy of your future bank balance.

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