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.

All successful businesses must plan ahead, but all too often the pressures of keeping the business going on a daily basis mean that any strategic planning is not given the attention it needs. Maybe you rarely find the time to sit down and develop strategic plans and end up making snap reactive decisions based on gut instinct and intuitions rather than adhering to a pre-arranged strategy. While intuition is often a useful tool in making decisions experience has taught us that it is precisely this ‘sixth sense’ that many business owners possess, which is the driving force behind entrepreneurship. However, planning is important, and 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 will enable owners 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’.

We can help you:

  • Formulate and implement short and long-term strategic goals
  • Prepare cashflow budgets and financial forecasts for target setting
  • Set operational objectives to deliver for a more efficient business
  • Create business specific KPIs to measure effectiveness and output
  • 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.

Our Business Plans Overview

SERVICES & PLANSEssentialsGrowthAccelerator
Annual Accounts
Financial Health Check
GST Returns
OptionalOptional
Tax Management
Financial Forecasts-
Management Reports2 Monthly2 MonthlyMonthly
Advisory Board Meetings2 per year6 per year12 per year
90 Day Action Plans-
Phone & Email SupportUnlimitedUnlimitedUnlimited
Xero SupportUnlimitedUnlimitedUnlimited
Suitable forBusiness owners with up to $500k turnover with limited Admin supportBusiness owners looking to keep on top of their affairs and understand how their business is performingBusiness owners looking to accelerate growth in their business
Monthly Fees (Plus GST)$400$1,500$3,000
Find Out MoreFind Out MoreFind Out More