Are you getting everything you want out of your business?
Our regular mentoring and advisory services can help you through the planning stages and start putting your plans into action to get your business to where you want it to be.

Virtual CFO (Chief Financial Officer)
Do you need the business analyst and financial skills of a CFO but are not big enough to require one full time?
We can fulfil this role for you, making sure your management accounts are prepared accurately and on a timely basis, helping you understand them and to make sound financial decisions.

Business Mentoring
Need help getting your business to where you want it to be?
Our mentoring services will help you determine what needs to happen and hold you accountable for getting it done.

Profit Improvement Program
Is your business just not making the profits it should?
We work with you on a regular basis, setting a plan for profit improvement, monitoring key performance indicators and holding you accountable for getting done what needs to happen.

Advisory Boards
Even fairly small businesses set up Advisory Boards or a Board of Directors to provide strategic governance and help them grow.
We can be part of this for your business, bringing our business and financial expertise to the table.

Getting Started in Business
About to get started in business and want to make sure you get it right from the beginning? We take you through a questionnaire that walks you through all the standard things that you need to think about, then send you a summary report of that meeting, so you don’t forget!

Complimentary Business Review
Do you need guidance on how to achieve your goals?
In one no-cost, no-obligation session, we review the current status of your business and offer insight on what you can do in order to be where you want to be. This includes discussing your business goals, define the actions needed to achieve those goals, and identifying further potential. Not only will you improve your business performance, but you will also gain a greater understanding of how your business operates.

Regular Business Meetings
Want to stay on track to achieving your goals?
As a business owner, you can get trapped in the day-to-day details of your business, which leaves you with very little time to concentrate on the big picture. With this service, we can meet with you either bi-monthly, quarterly or six-monthly to review your business and help you formulate an action plan to work on until the next meeting to keep you on track. This keeps your business moving in the direction you want it to go.

Business Planning
Planning is crucial for any business, no matter the size or where you are in the business lifecycle.
You will attend a planning session where we will review your past performance and help you set both short-term and long-term goals for the coming year. This will allow you to set the direction for your business and to give yourself more accountability, and you will be able to review your performance against your targets. Unlock your business’s potential with a solid, achievable business plan! This works well when teamed up with Regular Business Meetings where we work with you to help keep you on track towards meeting your goals.

Trust Review
Trusts are a great way to protect your assets and preserve those assets for the future.
Due to stricter laws surrounding Trusts, now is a more crucial time than ever to make sure your Trust complies with legislation. Our Trust Review service will help give you piece of mind that your assets are safe and you get the maximum benefits from your Trust. We’ll provide you will recommendations to ensure your Trust is compliant and in line with your goals.

Trust Admin
It’s important your Trust is administered properly. Trustees should meet regularly (at least once a year) and have minutes of those meetings to prove that they are fulfilling their duties as Trustees. We keep an electronic file of all your Trust documents and registered and remind you to hold those meetings regularly.

Exit Planning
What happens when you want to retire or leave your business?
If you’re planning on exiting your business, you need to have a proper succession plan in place. Exit plans usually take about 3-5 years to implement. We can help you define your timeline, what your succession options are, and the financial aspects of your succession. We’ll help you define the steps you’ll need to take to ensure a smooth succession.