Business Development

Developing your business

business-coaching
We’re not just accountants.

We’re here to make a real difference to our clients. Delivering a high-quality, efficient compliance service is just part of that. Helping our clients to develop, improve and grow their business is the next natural step. Our Business Development offerings are practical and tangible services that create long term value for clients.

The Complimentary Client Review meeting

As a client you are entitled to receive at least one complimentary client review meeting (CCR). The CCR is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you respond effectively. And of course, it’s an opportunity for us to identify greater tax efficiencies and asset protection.

Business Planning

A great business planning process gets to the heart and soul of your business. Upon completion of ‘pre-work’ we’ll have a greater understanding of your vision and core values in order to facilitate a planning session to help you create a clear Business Plan.

The outcome of this service is to identify and prioritise goals both short term and long term, create strategies to achieve your goals, enable you to review actual performance against targets and establish a 90 day action plan to address immediate and critical issues.

Importantly, this process eliminates a factor that is all too common in business – procrastination.

Financial Awareness Coaching

We’ll help you to understand your business better, enabling you to better manage your cash flow. Good management decisions rely on a sound understanding of the financial implications for your business. This service involves meeting with us every two months to discuss your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.

Trust Review

The robustness of family trusts is coming under considerable scrutiny as a result of the recent Law Commission review, resulting in a massive wakeup call for Trustees. Our Trust Review Service examines your trust set up, identifies any administration gaps, ensures your Trust is compliant with legislation and that trustees are meeting their obligations.

We’ve developed a number of resources and templates to help you to understand this complicated topic and to help you develop an effective memorandum of wishes. Most importantly this service provides a framework to ensure your Trust is meeting its objectives.

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