Lead Generation

Proactive Accounting Meeting

If you’re keen to improve your business performance and financial results but feel you’re not being supported enough by your current accountant – give us a call. 

We’ll arrange a complimentary Proactive Accounting Meeting to review your unique situation and discuss how we may be able to support you. During the meeting, we’ll identify your burning issues, opportunities, and potential tax efficiencies, then establish goals and strategies to achieve them. We’ll also have a strategic discussion about the current and future direction of your entities.

Following the meeting, if required, we’ll prepare a proposal for Business Development work and/or compliance services, with all costs priced upfront.

Annual Accounts Review

It’s essential to understand your Annual Accounts and taxation commitments. Devoting time to understanding your accounting reports is one of your first steps toward making better business decisions.

Every business owner should be able to read and understand their Annual Accounts. They tell an important story about your business. However, most business owners don’t have a background in accounting.

The good news is that we can help you develop your financial skills. It’s our job to empower you so you can run a better business.

Business Review

As a valued client, you’ll receive at least one Complimentary Business Review (CBR).  In fact, this is an annual event for a number of our clients.  

The CBR 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 our team to identify greater tax efficiencies and asset protection.

Cashflow & Profit Improvement Meeting

In business, a healthy profit isn’t enough. Even a profitable business can fail due to poor cashflow. 

We want to help you better manage your cashflow. The first step is to determine your business’s Cash Conversion Cycle. Then we can help you identify strategies to shorten the cycle – so you have more cash in your bank account.

Profit matters too. Increasing your profit can increase your cashflow. Implementing strategies to improve your cashflow and profit enables you to set up your business for success. 

The sooner you attend an Improvement Meeting, the sooner you can improve your profit and cashflow and increase your money in your bank.