OUR SERVICES

Business Planning & Consultancy

As a business owner, you will no doubt understand or have been advised of the importance of business planning. It is often said that “failing to plan is planning to fail”. Businesses often need an adviser to help them take a broader view and advise on appropriate courses of action.

Successful businesses regularly prepare financial plans and review their annual plan. However, the daily pressures of operating a business can mean strategic planning falls by the wayside. It can be difficult to find the time to sit down and develop your strategic plan. Lack of planning can lead to making snap decisions based on intuition, instead of adhering to a pre-planned strategy. Intuition and gut instinct are often synonymous with savvy entrepreneurship and in some instances, they can be useful decision-making tools. Planning is a crucial part of achieving long-term success. Without sound analysis, clear projections, and well-thought-out contingencies, businesses can become hostage to cashflow problems and missed opportunities.

Proactive management and a well-thought-out plan enable owners to minimise any unforeseen events, and this is why we encourage our clients to schedule regular business planning sessions. We always recommend setting time aside to ‘work on your business’ rather than just working ‘in your business’.

How we can help you:

  • Formulate and implement short and long-term strategic goals
  • Prepare cash flow budgets and financial forecasts for target setting
  • Set operational objectives for a more efficient business
  • Create business-specific KPIs to measure effectiveness and outputs
  • Monitor performance and adjust plans accordingly

We have a wealth of experience, and expertise to offer you, as well as a network of HR and legal professionals to call on when required. Contact us today for a free Business Health Check to discuss how we can help you put together a strategic plan to meet your goals and keep your business on track.

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Our business plans overview

Our three-tier business plan systems offer the right expertise, experience, and advice for a business at any level of operation. If you have any questions, feel free to get in touch with us today.

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Essentials

Business owners with up to $500k turnover with limited admin support
$ 400 Monthly +GST
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Monthly Add-ons:

Company Secretarial $40 + GST

Xero from $31 + GST

Dividend Preparation $40 + GST

Xero Training $150 + GST (per hour)

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Growth

Business owners looking to understand how their business is performing
$ 1,000 Monthly +GST
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Monthly Add-ons:

Company Secretarial $40 + GST

Xero from $66 + GST

Dividend Preparation $40 + GST

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Accelerator

Business owners looking to accelerate growth in their business
$ 3,500 Monthly +GST
  • Monthly Management Reports
  • Monthly Advisory Board Meetings
  • Annual Financial Statements
  • Financial Health Check
  • GST Returns
  • Income Tax Returns
  • Free Year-round Phone Support
  • Unlimited Xero Training & Support
  • Financial Forecasts - Profit/Loss
  • Rolling 90-Day Cash Flow Forecasts
  • 90-Day Action Plans
  • Annual Strategic Review
  • Benchmarking
  • Structure & Funding Review
Find out more

Monthly Add-ons:

Company Secretarial $40 + GST

Xero from $66 + GST

Dividend Preparation $40 + GST

Trusted and experienced experts helping you grow your business.

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Call us on 07 579 5011

Our latest articles

A few of our latest articles and informative news posts. Read about industry stories of success, extensive plan information, and helpful resources for a growing business.

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