We have experienced first-hand the ups and downs of running a business. Chances are, whatever your current struggle, you’re not alone. We can sit with you to help get your business working for you.
Complimentary Client Review
As a client, you get a free, no-obligation meeting with us—once a year—to discover burning issues and brainstorm smart ways to deal with them.
We discuss things like your goals and plans for the business, how your business goals and personal/lifestyle goals intersect, issues and challenges you are facing.
We will then advise you on what support we believe would help you achieve these goals.
Business Planning
You take time out of the day to day of the business to focus on the business. Together, we will review your past performance and clarify your future direction.
We facilitate a 4 hour planning session to create a clear and concise business plan with solid and realistic business goals and strategies for achieving them.
You will end with a one page business plan; and a 90 day action plan to address immediate issues.
Your easy-to-understand business plan will act as a guide for you and your team to successfully implement your desired changes. It will ensure your business is on course for success.
We have a variety of other coaching and business development services on offer. Contact us to ask about our service cards. Here are a few highlights:
Financial Forecasting
Poor cashflow is the #1 reason businesses fail. We help you see into the future and take control.
Working with you, we will help you see your projected income and expenses over the 12 month period, with financial targets for each month.
Trust Administration
Our Trust Review service examines the set up of your trust, identifies any administration gaps, and ensures our Trust is compliant with legislation and that trustees are meeting their obligations.