YOUR VIRTUAL CFO
Is there a gap in your management team? Would you benefit from 30+ years commercial & corporate knowledge. Our Virtual CFO support helps businesses going through change, fast growth, business restructuring, or needing an effective exit strategy.
VALUE BUILDING PROGRAM
Do you really know the value of your business? We’ll help you understand what your business is worth and how to build real value in it. If you’re preparing to sell, better to know now what its worth. We’ll help maximise your business’s value when it matters. Give us a call.
ACCOUNTING & ADVISORY
Our accounting services are designed to help start-ups and SME businesses. Business planning and forecasting are key to what we do. Compliance and tax support, help with year accounts and tax returns plus due diligence on company acquisitions.
TRADIE GROWTH GURU
Our Tradie Growth Guru services are tailored for Tradies serious about business. Accounting, Business management, Marketing and Risk are included in our business packages. Suits start ups or established businesses looking to grow.
We're not your typical accountants, instead we prefer to support business owners with a more proactive approach. Yes we will still happily manage your compliance and tax responsibilities, but just as importantly, we want to help you plan what to do next. We'll help ensure you have the right business structure for what you are trying to do, instil best practice business systems and processes that provide the support your business needs now and for the future, and most importantly, help you make good decisions impacting your business. We want to help you achieve your goals and aspirations, whether that is simply to fulfil a certain lifestyle choice, or to grow your business, or maybe to prepare your business for your eventual exit. We have over 30 years commercial experience accumulated both here and overseas and want to use that experience and knowledge to help you prosper.
We're prepared to go the extra mile to help you reach your goals.
We keen to help you build a prosperous future. Planning & forward thinking is key.
Using technology to help you operate smart and efficiently.
Problem solvers, planners, facilitators of change and business improvement.
Improve the Value of your business
This is where “The Business Planner” differs from your typical tax and compliance-focused accountant or business advisor: We have a structured business improvement and value building program that can be tailored to your business’s individual footprint.
Our focus isn’t on what you think the business is worth or where its value lies, instead we focus on what the market sees as valuable and ensure your business holds onto those attributes as a position of strength.
For the past few months I have been working with a wholesale company helping them understand some of the issues impacting their business and coming up with ways of making things better. My role is one of Virtual CFO, a part time resource brought in to help the management team analyse their past performance and Read more about Case Study of a Virtual CFO[…]
Most people think of starting a business as risky, but unless you invest a significant amount of start-up cash in your venture, you’re not really risking much other than your time. That changes if you’re lucky enough to get your business off the ground. As your company grows, you start to risk more and more Read more about Why Now Is the Risky Time for Starting a Business[…]
Borrowing Money Borrowing money to help fund the development or growth of your business is pretty much standard practice today as it has been in the past. That relationship (lending) is often with the bank and is key to the success of any business. The relationship itself is based on good consistent lines of communication. Read more about Keeping onside of your Bank Manager[…]
Have you ever wondered how to make your company more valuable? Perhaps you’ve heard an industry rule of thumb and assumed that your company will be worth about the same as a similar size company in your industry. However we’ve found there are eight factors that drive the value of your business. They are all Read more about 3 Ways To Make Your Company More Valuable[…]
We get to see a lot of company founders who are contemplating an exit. Some of our customers get lucky early in life, but in the vast majority of examples where a founder is getting a seven- or eight-figure offer, it is not their first rodeo. In fact, most owners have had multiple failures and Read more about The Surprising Secret To A Big Exit[…]
Deck: Business valuations go beyond simple mathematics, but to get some idea of what your business might be worth, consider the three methods below. Your business is likely your largest asset so it’s normal to want to know what it is worth. The problem is: business valuations are what one might call a “subjective science.” Read more about The Science of Business Valuations[…]
How do you know the right time to sell your company? One answer to this age-old question is that the time to sell is when someone else is willing to invest more in your business than you are. When you start a business, nobody is willing to invest in its success more than you. You’ve already Read more about One Way To Decide When To Sell[…]
How many business owners complain of not having enough time to plan or strategise. They may want to grow their business, they may still want to make improvements, get bigger, work smarter but they always get dragged back into managing the day to day affairs. It’s tough for small businesses to grow up and develop Read more about Business growth can be a challenge but its still worth pursuing. […]
You can now offer a subscription for everything from dog treats to razor blades. Music subscription services are booming as our appetite to buy tracks is replaced by our willingness to rent access to them. Some cafe chains now even offers coffee on subscription. Why are so many companies leveraging the subscription business model? The Read more about 3 Surprising Reasons To Offer A Subscription[…]
Stephanie Breedlove started Breedlove & Associates in 1992 as a way to pay for child support. The big payroll processors weren’t interested in dealing with one person’s wages and doing it themselves was complicated and time-consuming, too much for the then overwhelmed Breedloves. Breedlove saw a business opportunity and started a payroll company for parents Read more about The Anatomy of a Successful Exit[…]