Essential Services

Business Planning

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 values to facilitate a four-hour planning session to help you create a clear one-page Business Plan.  

The outcome of this process is to identify and prioritise goals (both short 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 too common in business – procrastination!

Annual Forecasting

Cash is the lifeblood of any business; even a profitable business can fail because of poor cashflow.

Every business should undertake an annual Cashflow Forecast to aid their planning and decision-making. We want you to be proactive in managing your cashflow – not assuming you only need one if the bank asks for it.

When you know how much money will be coming in and out of your business and when, you can confidently plan and execute desired growth and improvement strategies to achieve positive change.

Cashflow Management

Cashflow planning is the best practice in any business and critical to survival and growth. 

Our Cashflow Management service is designed to help you improve your Cash Conversion Cycle and maximise your cashflow. It will allow you to predict large cash outflows and respond to changes in your business. 

Managing cashflow is all about your business processes. We’ll conduct a thorough review of your processes to identify any potential causes of poor cashflow so we can treat the underlying issues.   

We’ll meet with you on a quarterly basis to monitor, analyse, and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise an action plan to ensure you implement improvement strategies for maximum results.

Management Reporting

If you’re not measuring your financial results and key drivers in your business, you can’t properly manage them or implement meaningful improvement strategies and achieve your business goals.

Your monthly Management Report will provide a snapshot of your results, ensuring you understand your financial position and have accurate and up-to-date information on which to base your decisions. Regularly monitoring your key drivers and financial results ensures you’re on track to achieve your goals.

We’ll start with an initial meeting to determine which drivers to measure and ensure you understand how to interpret your reports. Each month we’ll send you a report followed by a 15-minute momentum call to discuss your results, identify areas for improvement, and set actions to ensure you’re on track to achieve your goals.

Quarterly Coaching

As a business owner, you can sometimes feel alone and unsupported – spending little time working on your business and feeling trapped in the day-to-day pressures of working in your business. 

Our Quarterly Coaching service provides you with increased accountability and support, so you achieve the results you want from your business.

The outcomes include increased profitability and cashflow, customised reporting templates to measure actual performance against forecasts, and access to an expert sounding board to ensure you continue working towards your goals.

Monthly Coaching

Owning and operating a business is hard work. Our Monthly Coaching programme provides you with accountability and support to ensure you make the best decisions for you and your business. Together, we’ll work to develop strategies to achieve your desired outcomes and gain the lifestyle you want.

Whether your business needs guidance to navigate major change or you simply want regular contact with a trusted coach, we’d love to help!

Financial Awareness Coaching

We’ll help you to understand your business better, enabling you to better manage your cashflow. Good management decisions rely on a sound understanding of the financial implications for your business.  

This service involves meeting with us regularly to discuss your financial results, culminating in you learning to produce and interpret your own customised monthly financial reports.

KPI Improvement Coaching

The better you understand the key drivers in your business, the easier it will be to increase your profits and free up cashflow.

First, we’ll help you establish what your key drivers are. These may be financial (e.g. gross profit margin) or non-financial (e.g. customer satisfaction ratings). We’ll teach you how to measure each Key Performance Indicator and set improvement targets. When you’re confident measuring each KPI, we’ll provide regular coaching to help you implement a tactical plan focusing on the process and behavioural changes required to ensure improvement.

Investing a little time each week and making simple changes can dramatically improve your KPIs, thus positively impacting your business performance and personal life.

Virtual Planning for Success

Too often we hear business owners say they feel like a slave to their business. Your business is there to serve you, not the other way around. In our Virtual Planning for Success workshop programme, you’ll learn how to take control of your business, unlock your true potential, and achieve the results you want.

Each month, you’ll attend a two-hour virtual workshop in a highly supportive group format with non-competing businesses.  

During the workshops, you’ll learn how to minimise procrastination and stress, understand the little things you can do that will have the greatest impact, and learn best practice strategies. You’ll identify, define, and prioritise your key goals and be held accountable to achieving them – all while achieving sustainable business growth.