Financial Consulting

Unclear about your business’s financial performance and what it means?

We can review your accounting data and produce meaningful and accurate financial management reports on a monthly basis. We can also meet with you to discuss your results and answer questions you may have.

This will enable you to make more informed decisions backed by accurate data that you can trust. Resulting in increased profits and a stronger balance sheet

Want more certainty of the financial future of your business?

We can help you create monthly budgets/forecasts, and compare these to actual results as part of monthly management accounts review.

This will enable you to adjust your focus to profitable areas of the business or to take corrective action if results aren't achieved.

Should you invest in equipment, staff, or acquire a new business?

We can help you assess the financial viability of a direction by providing a detailed analysis of the options available.

This ensures money is only invested if there will be a positive financial result, meaning the business is not over extended due to unnecessary debt.

Is Xero being utilised to it’s full potential in your business?

We can review your Xero account and analyse your business needs to determine how it could be leveraged to help with those needs. We can also assist with Xero implementation and training.

Having a highly efficient accounts team fully utilising this system will enable you to focus on your business and provide meaningful and accurate information available whenever you need it.

How will changes to your financial inputs impact the performance of your business?

We can build models to show you different scenarios based on changes to your financial inputs such as; Sales Prices, Purchase Prices, Wages, Interest Rates etc.

This will empower you to make informed decisions about the direction of your business by analysing a range of scenarios.

Need capital but don’t have the time or expertise to unlock it?

We can guide you through the capital raising process and assist with the preparation of the financial information required.

This will save you time and significantly increase your chances of a successful capital raise.

Want to know which products or services contribute the most profit to your business?

We can provide a detailed assessment of the real cost of your products and/or services.

Clarity on this will help you determine which products and/or services need price adjustments or where process improvements are required to achieve the desired profitability.

Thinking of selling your business?

We can get your business ready for sale by reviewing it’s performance to identify tweaks that would lead to a better sale price. We can also provide guidance on structure, pricing/valuation, and can assist with negotiations.

This minimises the amount of investigation required by the purchaser and ensures you achieve the best price for your business.

Unsure of what to pay for a business you’d like to purchase?

We can carry out a full investigation into the financial results/accounts of the business, (typically the last 2 years), to determine a fair price.

This will give you confidence in the financial performance of the company and will help you make an informed decision on its value.

How consistently does your finance department follow good process?

We can assess the status of your SFOP and developing practical SFOP based on your business needs.

This will reduce confusion and inconsistency with the way financial tasks are performed - leading to more accurate data and improved financial management.

Don’t trust the data in your accounting, scheduling, payroll or other systems?

We can conduct a detailed investigation of your accounting and related systems/financial information, identifying areas of concern and recommending a course of action.

Knowing your financial systems work as they should, will give you confidence in your data and will also ensure you can defend against any potential fraud.

Have you got business processes that could be automated but are unsure of the best software solution?

We can investigate the options based on your business requirements, including detailed testing if required.

This means you can make an informed decision before paying money for a system that’s not fit for purpose.