We provide the cogs that your business needs for control.

Running a business is a lot like riding a bicycle. You need to keep moving just to maintain your balance. But if you want to grow and succeed, you need a solid financial strategy when the rubber meets the road.

Freewheeling may get you places, but only on the downhills or with a bit of built-up momentum. But what happens when you reach a rocky stretch? Do you have a robust enough financial plan to tackle the hill climbs?

We understand that your biggest focus is probably on day-to-day operations, understanding your customers’ needs, and delivering great products and services.

Counting sheep instead of profit?

We help you create a robust financial plan so you can sleep well at night.

A solid financial plan is essential for any business owner. It guides your day-to-day decision making and by comparing forecasts to actual results you’ll have valuable information about the overall financial health and efficiency of your business. Even a solo-run company should have a financial plan in place.

Your financial plan will help you to:

Plan your budget
Does your business have seasonal variations in revenue? A financial plan helps you manage cash flow between periods of plenty and when cash is less abundant.

Manage your cash
Keeping a tight control on expenditure when revenue’s low will help you sleep better at night. Additionally, a cash cushion will ensure you can take advantage of opportunities when they arise.

Plan for the long-term
A financial plan focused firmly on the future ensures you can anticipate expenses needed for growth and what needs to be done to stay ahead of competitors. It also ensures business owners keep an eye on their goals and wealth creation strategies.

Spot trends
A well-considered financial plan will help you see what works and what doesn’t. Did a marketing campaign pay off in increased sales? Did you achieve the return on investment you expected? How’s a new product or service performing during your off-season?

Conserve cash
Do you know which expenses to prioritise? Which will bring the greatest increase in revenue or productivity? Conserving resources and allocating capital effectively can only be done with a solid financial plan.

Measure progress
Getting caught up in the day-to-day operational activities of your business means you may not notice gradual growth. But, by measuring forecasts against actuals and your increasing bank balance, you’ll see your success (or warning signs) at a glance.