What we do.

Business advisory.

The numbers are one thing, but what does that really tell us? We know what happened but we are more interested in what is going to happen. What should we plan for? How best should we prepare for change? What change do we want to make happen?

Every decision you make in your business comes with significant costs, the most notable being time and money. So let us help you. We can use your data to run through some scenarios, we can talk with you and your management team to find out where you want to head, what you need to get there, and help you plan and put your strategy in place.

The strategy not only takes into account the all-important numbers, but we make sure your business is primed and ready for change. It’s all about the big picture – your people, systems, processes and plans. Do you have an overall strategy? Do you know what you are aiming for?

What are the key cost drivers of your business?

When you sat down and looked at your financial statements, could you see where the main costs are in your business, whether that’s changed from last year, and whether it makes sense?

“Sometimes it’s the simple things that we look at all the time that if we spent a little time on them would make such a big difference,” says Graeme Rhodes, our business efficiency guru.

“In our financial accounts we include the gross profit percentage for the current year and the previous year. Even that gives you an indication of how things are tracking because profitability is important. But it’s just one piece of the puzzle,” continues Graeme.

It’s one thing to deliver a set of accounts and another to understand what they are telling us. Our business advisory services do just that – take the information we have and interpret it for you and your business.

Business lifecycle.

Just like we go through ages and stages, so do businesses. And we can help with each of the hurdles your business faces through its life.

Whether that relates to a change of shareholders or directors as people move in and out of the business, or if it’s succession planning as you pass your business onto the next generation or next owners, we are here to help.

Maybe it’s time for you to consider selling your business. We can help by running due diligence on your current business and make suggestions to make it more attractive to sell, so you achieve the rewards for all of your hard work.

Or, you might be in the market to purchase another business and increase your share.

Whatever stage or decision process you are about to embark on, let’s talk first, and we can advise you on the way forward and help with your plans, valuations, strategies and more.

What is the value of your business?

When it comes down to the decision to sell your business, quite simply you want to know what you can get for it. But what is the value of your business? Is it the balance sheet number? But what about your product sales potential and growth opportunity?

That’s the first place to start when we look at readying a business for sale. Because to maximise the value of the return, you need to ensure it’s a sound operating business. The new owner needs to walk in and see your people, systems and process are all in working order.

Alternatively, if you are looking to acquire another business, how well is that priced? By looking at the financial statements you can make a sound assessment on how it’s trading to know the price is worth it.

Come and talk to us – we can find the simple answers you’re looking for.

Outsourcing.

Outsourcing is a great way of moving those essential parts of your business that need to be done, to others who are experts in the field (and who can power through it rather quickly). So why not move your accounting data processing through to our team of super-fast numbers people?

You can focus on what you do best and know that the experts are sorting out your accounts, in the right way. You only need to jump in when you have to pay tax and keep an eye on your cashflow.

There are a range of service levels available depending on your needs. Call us to have a chat and we can tailor a solution that meets your requirements.

Don’t spend your precious time on things that we can do for you.

Enquire about outsourcing your accounting.

If you want to know more about our outsourcing services, get in touch and tell us a bit about your business. Our experts would love to have a chat about how we can help.

Talk to us today about outsourcing your accounting.

Business transformation.

Remember when things were simple? When you started out and served your customers and everything worked well. But then you got a bit bigger, and you had more customers, more orders, and things became a little more complex.

Yet you’ve made it work. You and your team are going above and beyond to fill the gaps in the process, or creating work-arounds so the software doesn’t break, or delaying holidays because it’s not safe to leave at month end.

Unfortunately, all of this extra effort starts to take its toll and staff leave. You get stuck in the day-to-day and your stress levels rise as your ability to grow the business falls.

This is where the transformation team comes in – we make things simple again.

We help you put efficient processes in place, get smart integrated systems up and running and ensure you have the right people in the business doing the right things.

What we transform.

We start by asking what it is you want to achieve. By knowing what you want to achieve and where you are headed, we can provide a solution that will meet your current and future needs. We want to solve the problems, not exacerbate them!

Once we understand what you want to achieve, we then look at the way things are done now, the people involved, the processes you have running and the customers you have.

We put that together into a flow diagram and think about the technology solutions that could help to bring that together. Then we look at any additional “bolt-ons” for if you want your different software suites to talk to one another.

The benefit of our advice is that we aren’t beholden to any one solution or technology provider, so we assess your individual needs, your industry, your processes and your customers and find the solution for you.

How we transform.

We talk to everyone. Yes, it’s a simple as that. We need to talk to everyone in your business who uses systems to find out what they do, how they do, where and with what.

Only then can we understand the complexity of what you are working with, the work-arounds, the nice-to-haves, and everything in between.

Once we have a plan mapped out we will approach the technology providers on your behalf, then work on a proposal that includes the costs of the software, implementation and training.

We work with you to ensure the implementation goes without a hitch and are there to support you and your team as you make the transition and work with your new solution.

We transform businesses every day. Let the next one be yours.

What we hear.

Often our clients tell us their bank doesn’t understand their business. The next question is, well, does that matter? Would that impact the level of service you get from the bank, or indeed what your bank offers you?

Another challenge for our clients is that their relationship manager at the bank changes, and they seem to have a new contact person each week. The new people are a little greener than the person they were dealing with, so they aren’t getting the true bank smarts most of the time.

When our clients do need to have “that” chat with their bank, they’re not always sure what information they need to provide. What do you need to tell them? What paperwork do you need? All of this takes time, and often it’s time you can’t afford.

Clients are also confused about what they are signing up for and whether their costs are appropriate given their size and industry. They also ask whether the rules and regulations they have in their contract are standard. Do you understand the covenants you are signing up for?