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Financial Planning & Services

Our suite of Business Development services are designed to help you improve your business, and also lifestyle (whether that be to have more free time, increase your enjoyment in your business, or your quality of life - or a combination of these things.) Here's a summary of how we may be able to help you

Business Planning

Business Management services

Business Planning

proactive monitoring program

We are excited about the advantages for clients of our recently acquired package the Proactive Monitoring Program (PMP). This enables ongoing monthly/quarterly business monitoring through KPI's linked back to an accountability report that is maintained by the business. This report is the scorecard for actions for key projects of the business and individuals, for measurement of key areas that will lead to desired outcomes for the business resulting in increased net profit, cashflow, available time, team projects and customers etc. Find out more....

Business Planning

If you're like most business owners, you have a pretty good sense of how your business is doing right now. What is probably more difficult for you is determining where you should be going in the future and how to get there. That's where our Business Planning Program will help you.

It involves two key stages. The first stage is Data Gathering and Analysis, which involves gathering vital input from you, and also from your team, about all areas of your business and external environment. The second stage is Planning, where we determine your next steps and prioritise the key actions. We'll discuss and uncover many issues about your business and goals. And after the Planning stage, you'll have a clear focus on what you need to do to achieve your personal and business goals. Find out more....

Team Development & Empowerment

In working with many businesses, we've found that one of the top difficulties that owners have are related to team issues - how to empower them, motivate them, communicate with them, and get them more involved in the business.

That's why we've developed a simple but very effective program to help with these areas. It's focused on implementing some valuable communication mechanisms to help you gather ongoing feedback from your team and generate ideas and solutions. We've set up these techniques in numerous businesses and have obtained extremely positive feedback from both the owners and team about the impact it's having on their communication, work roles and performance.

Additionally, if you need some assistance with your one-to-one team member performance reviews, we have an excellent and simple tool which can assist you. (We actually call these reviews "Career Development Discussions", because the focus is on proactively improving your team members' careers in your firm). Find out more....

Marketing Assistance

For many small to medium businesses, marketing is an ambiguous, and often untapped area. In our experience, small to medium business owners often don't know where to begin with their marketing. Or they carry out one marketing activity for a while, then drop it and try something else for a while, and drop that too...and then wonder why their marketing efforts have not been successful. But, an important element in successful marketing is consistency and continuation.

We can work with you on a one-to-one basis, to assist you with identifying your target customer, developing your marketing campaigns, getting your customers back more often, and a range of other areas. You'll also be provided with resources to assist you where possible. And you'll be relieved that this assistance comes at a very affordable rate for you. Find out more....

Customer Service Programs

Phone Right Training Program

Make your phone answering delight your customers, help you to stand out from the crowd, and give you great results! Our Phone Right Training Program will help you and your team to understand and implement excellent telephone performance standards for really delighting your customers and enhancing your professionalism and image. Our unique 'condensed' Training Program covers some of the key concepts of our full Phone Right program, but in a concise 2-hour session (compared to a 4-hour session). The session includes a combination of working through PowerPoint slides to highlight the key points, learning from some short video segments, and lots of group discussion.

Businesses who have been involved in this program have gained significant impact, and have received positive feedback from their customers about their professionalism and courtesy in the way they take telephone calls. And ultimately, they have also improved their conversion rates. Find out more....

Deliver outstanding Customer Service

If you're looking to excel your customer service and set your business part from our competitors.....look no further!

Our Towards Awesome Service program will give you these valuable things. It involves 2 sessions with you and all your team, working through a fun and interactive video program, and involves several discussion segments. During the sessions, we ask your team to brainstorm some ideas on various areas to improve your service and 'wow' your clients.

The program also helps you and your team develop a list of Performance Standards (also known as a Team Commitment) to deliver a consistent and outstanding service level to your customers. Find out more....

Systems Development

Many business owners that we meet are so involved with the business and handling a-hundred-and-one tasks, which means they can't separate themselves from the business, often find it difficult to take holidays, and are working more than 60 hours a week!

One of the keys to freeing up your time, as business owner, is to develop systems, so that your team can more easily take some of your tasks on board. Having systems in place also helps you to maintain consistency in the service you deliver, save time in training team and will help improve your overall efficiency. This, in turn, increases the value and saleability of your business. We can quite easily help you to start developing your own Systems Manual (or a "How we do it here" manual, as we prefer to call it), which is prepared and owned by you and your team. Find out more....

Business Management services

Periodic Monitoring

Your role as business owner/manager is to be proactive, have a Vision and work towards achieving that Vision. We often find that when we ask business owners where they want their business to be in 3-5 years, they don't have a clear answer. We can quite simply help you to develop your business Vision in your first Monitoring Meeting with us. This will give you a goal and something clear to work towards.

We'll also help you to establish and review your Key Performance Indicators, review your financial statements (to proactively make decisions), discuss your cash flow, review your product margins, and a range of other general business and financial areas, as required. All of this can be summarised as helping you to work ON your business, not IN it. Find out more....

Budget Preparation & Analysis

Forward planning in every business is essential. This includes knowing your financial incomings and outgoings and expected revenues. A Net Proft Budget/Cash Flow Forecast will provide a guideline for these things and more. It will help you to plan your cash flow, identify if you need additional funding and review the viability of new business opportunities (e.g. an extra product line or an new market area). And it will also give you a clear measuring stick to monitor how well your business is performing in financial terms. Our net profit budget and cash flow forecasting system enables us to quite simply prepare this for you. And we can work with you to review how your business is performing, and help you achieve your extended goals. Find out more....

Succession Planning

According to research, a large proportion of family-owned businesses do not survive past the first generation of ownership, largely due to poor succession planning. This is alarming, considering that many businesses that we see do not have any formal succession in place.

A lack of succession planning can also be a large strain on family members, as they may be unclear about their roles and responsibilities within the business.

An effective succession plan helps to alleviate that stress and clearly maps out what must happen for you to exit the business - how and when you choose to do so. And it will help sort through several issues. It will help you survive changes in ownership and continue a successful entity. It will identify and address family issues before they become disagreements. It will assist to minimise tax liabilities and maximise your returns. It will ensure an orderly transfer of control, responsibilities and skills. And it will prepare the business and future leaders for transition.

There are a number of factors to be considered, but put your mind at ease.....we can simplify the process for you, with our resources and in having worked with businesses in these areas. Find out more....

Effective Financial Management (EFM) Workshop

When it comes to business performance, your Accountant knows the numbers to look for AND what they mean! But do YOU?

Our one-day Effective Financial Managementâ„¢ Workshop is specifically developed for business owners to explain (in plain English) the meaning behind critical financial concepts. Find out more....

Business Getting Results (BGR) sessions

Our monthly Businesses Getting Results (BGR) sessions assist business owners and managers to learn about and discuss a range of topics that are focused on building a better business. Each month we have a different topic, facilitated via PowerPoint presentation. The sessions are also a great opportunity for networking with other like-minded business owners. Read more....

"Make Your Business Really Fly" session

A must-see for all business owners is our "Make Your Business Really Fly" session. It will really help you to start thinking about how you can improve your business and also your lifestyle as well. It is an excellent session which covers important issues such as working ON your business not IN it, getting more out of your time and getting more out of your team. Read more....

How can we help YOU in these areas?

Ask us about our 1-hour complimentary discussion. We'll talk with you to find out your needs and discuss how we may be able to assist you.

Call us on ph (08) 8179 1111 or click here to email us.

Meet the Partners & Managers

Warren Hobbs
Partner
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Alan Carr
Partner
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Steve Lawrie
Partner
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Scott Peterson
Partner
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Phil Stockwell
Accountant
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Vicki Gibbons
Accountant
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Damien Moore
Accountant
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Katina Weeks
Accountant
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Natalie Marotti
Accountant
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Emily Durand
Accountant
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Kylie Galliver
Accountant
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Singjun Tan
Accountant
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Rhonielyn Mendoza
Accountant
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James Sheekey
Accountant
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Jodie Barbaro
IT Support
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Angel Nashar
IT Support
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Michelle Halili
IT Support
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Shannon Meers
IT Support
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Anita Zahra
IT Support
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