Define your success.
Design your path.

Reach your dream.

 

Success looks different to everyone.

Some people want to grow their businesses quickly and consistently. Other people want to make just enough money to lead a comfortable life with lots of time for other things, like spending time with family, travelling, or pursuing a hobby. 

The first question we ask you is

“what does success look like for you?”

Then we help you craft your business on your terms – to reach your success.

Ready to design your business?

 

You want a successful business, but….

You keep repeating the same mistakes

You keep making the same mistakes or changing course repeatedly, often leaving you wondering “what have I achieved today?” and “is the plan in my head actually going to pan out?”

You’re patching problems, not fixing them

The quick results and silver bullets you’re chasing are only patching up the problems, not fixing them, leaving you and your team feeling overwhelmed, confused, and frustrated.

You’re trying to wear all the hats

You’re feeling like you’re not doing anything well because you’re trying to wear all the hats. News flash: You can’t be excellent at everything – you need to find and focus on your unique talents.

GUESS WHAT!!!

When you know where you’re going,

what your unique talents are,

and you have formulated a focused plan…

    You can…

    • Reach your goals
    • Know what to expect, and when
    • Concentrate on working within your unique talents
    • Persist, even when things get tough
    • Do the things you enjoy and are best at
    • Provide a superior service or product to your clients

    Your business can be a tool to help you create the lifestyle you dream of.

    A successful business needs the following ingredients:

    Define what success means to you

    so your success becomes achievable and you feel in control of your future.

    A structured and measurable plan

    so you can focus on the right actions. A focused approach gets you to your goals quicker.

    Reports that interpret the health of your business

    so you know where you are on your path to success and make informed business decisions.

    Know your own talents

    so you can focus on the right actions at the right time and love what you do while creating value for your clients.

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    Well designed systems and process

    so you can have more consistency in the way you work with fewer errors and less time wasted.

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    A confidant and collaborator by your side

    so you can finally get there and see your dreams come true.

    OUR PROCESS:

    AN OVERVIEW

    STEP 1

    Define your success

    Finding out where you are, what you want to achieve, and what your unique talents are

    STEP 2

    Effecting change

    Quality checking your systems and processes and developing your “This is the Way”

    STEP 3

    First look in the mirror

    Diagnostic check on the health of your numbers and designing new reports

    STEP 4

    The finishing touches

    Implementing and analysing reports and developing your budget

    STEP 5

    A look at the future

    Testing the reports and developing your forecasts

    STEP 6

    Your new normal

    Cementing the changes so you don’t fall back into old habits

    OUR PROCESS:

    THE DETAILS

    STEP 1

    Define your success

    Finding out where you are, what you want to achieve, and what your unique talents are


    Month 1

    • Define your success
    • Find your unique talents so you can play to your strengths
    • Set your goals
    • Develop the project scope

    STEP 2

    Effecting change

    Quality checking your systems and processes and developing your “This is the Way”

     

     Month 1-3

    • Quality check your accounting systems
    • Evaluate accounting processes
    • Account layout and design
    • Convert to new systems, if needed
    • Develop your “This is the Way”
    • Train your staff on “This is the Way” and Xero

    STEP 3

    First look in the mirror

    Diagnostic check on the health of your numbers and designing new reports”

     Month 3

    • Diagnostic report
    • Review your numbers
    • Identify risk areas
    • Set your KPIs

    STEP 4

    The finishing touches

    Implementing and analysing reports and developing your budget

     Month 4

    • First Spotlight report
    • Deep dive into understanding your numbers
    • Tweak reports to best suit your needs
    • Develop your budget

    STEP 5

    A look at the future

    Testing the reports and developing your forecasts

     Month 5

    • First Spotlight report
    • Deep dive into understanding your numbers
    • Tweak reports to best suit your needs
    • Develop your budget

    STEP 6

    Your new normal

    Cementing the changes so you don’t fall back into old habits

     Month 6

    • Full reports against budget and forecasts
    • Discuss items identified from reports: Risk areas, issues, tweaks
    • Decide on format and frequency of ongoing reports and meetings

    Let’s help you design your business on your terms.

    This program is not for everyone

    WHO IT's FOR

    • You have an amazing dream or idea, but you’re not sure how to make it happen.
    • You’ve fallen out of love with your business and forgotten why you started it in the first place.
    • You try to avoid thinking about the issues in your business because it’s just too scary and you don’t know where to go from here.
    • You’re tired, overwhelmed, overworked, and ready to give up.
    • You’re receiving mediocre advice from your current accountants that just isn’t solving your problems.

    WHO It's NOT FOR

    • You think you have all the answers and don’t need anybody’s You’re not willing to challenge yourself and put in the hard work it takes to reach your goals.
    • You’re like an ostrich with your head in the sand – not willing to face the hard reality.
    • You’d rather just keep lying to yourself about what an amazing business you have (while still losing sleep over all those little niggles).
    • Getting it right and offering quality products and services to your clients just aren’t that important to you.

    Our team helps owners design their business to create the

    lifestyle they dream of.

    Working with us is like a breath of fresh air.

    Here’s why….

    Business people talking and laughing together

    We make it fun

    Positive energy with plenty of laughter is part of the package. With our welcoming and fun atmosphere, you’ll actually look forward to our meetings and fall in love with your business again. Seriously!

    We speak your language

    We use the Disc Profile personality tool to help us better understand your conversation style. This helps us to better communicate with you for the most effective collaboration possible.

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    We’ll be your confidant

    Our role is to support your dreams and goals. We’ll be the sounding board for your ideas, help you spot the gaps in your plans, and help you create a bulletproof business strategy.

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    We’ll future-proof your business

    The world is changing; being adaptable is critical to prepare for inevitable changes. Living the lifestyle you envision for your future self requires taking the right action now. We’ll help you get there.

    You are the expert.
    We’ll be your confidant.

     

     Our job is to bring clarity and confidence to your ideas, and strategy to your vision, so you can reach your definition of success.