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Business advisory

We love Technology and with smart technology at our finger-tips every manager and business owner, can do anything from running a payroll to managing workflows, from anywhere you are and at any time.

Smart technology with a personal touch.


Complimentary client review

This is not just a chat when your annual accounts are completed. A complimentary client review helps your business achieve your goals.

This is your chance for your key people to set goals and look at how your current goals are working.

A review stimulates a strategic discussion which looks at opportunities and challenges.

And of course, it’s an opportunity to identify greater tax efficiencies and asset protection.


Business planning

Do you want more for your business?

Our great business planning process gets to the heart and soul of your business. 

We believe it’s a two way street so It does involve some homework for you. Once the pre work is done, we will have a better understanding of your vision and core values.

Then, we’ll facilitate a planning session to help you create a clear single page business plan. 

What you get:

  • Identify and prioritise short and long-term goals
  • Create strategies to achieve your goals
  • Enable you to review actual performance against targets
  • A 90-day action plan is out in place to address immediate and critical issues

We like the one page business plan, it keeps you focused on what’s important and don’t simply add to a mammoth pile of papers you won’t read.

Most importantly, the business planning process will stop you – procrastinating.


Organisational review

Do want to know what your team is doing?

Many businesses struggle with clarity around their team’s roles and responsibilities.

This often results in owners wearing too many hats, meaning they have precious little time to spend on real strategy work, or on high-level activities that create real value for the business. 

Your organisational review will help you to build a functional organisation chart, visually defining departments, functions, roles and responsibilities. 

We believe if you structure your business correctly, it will be more sustainable, scalable, and ultimately, saleable.