Financial Management

By continuously monitoring and analysing your cash flow, we ensure that your business operates on a solid financial foundation. This ongoing vigilance helps to prevent stressful cash shortages, manage expenses more effectively, and maintain a healthy balance between income and outgoings, contributing to overall financial stability and peace of mind.

We don’t just stop at monitoring and analysis; we actively seek ways to optimise your cash flow. This can involve identifying underutilised assets, reducing inefficiencies, or uncovering new opportunities for revenue. By ensuring your cash flow is as efficient as possible, we pave the way for sustainable growth, enabling you to scale your business with confidence.

Turning numbers into insights allows you to make strategic decisions based on accurate, real-time data. This means investments in your business, expansion plans, or any adjustments to operations are grounded in a clear understanding of your financial situation, reducing risk and enhancing the potential for success.

With a clear financial roadmap tailored to your business, you can set strategic goals and plan for the future with confidence. We help you align your financial resources with your business goals, ensuring that every dollar spent is a step towards achieving your long-term vision.

By providing transparent and easy-to-understand cash flow forecasting, we help you anticipate future financial challenging periods and opportunities. This foresight allows you to prepare for potential cash flow shortages or identify periods of surplus, enabling effective risk management and mitigation strategies to be put in place.

Armed with meaningful budgets and accurate forecasts, you are better equipped to make informed decisions about investments, expenses, and growth initiatives. This clarity and insight into your financial trajectory empowers you to optimise your resources, seize opportunities, and confidently steer your business towards achieving your vision.

We provide a transparent overview of your business’s financial health, presenting complex financial data in an easy-to-understand format. This clarity ensures that you, as the Founder, have a precise understanding of your financial status at all times, allowing for more informed and confident decision-making.

With access to accurate, timely, and relevant financial information, you are empowered to make strategic business decisions based on solid data rather than intuition. This approach minimises risks and enhances the potential for achieving your vision, ensuring every move you make is backed by robust financial insight.

Regular and comprehensive financial reporting allows you to monitor your business’s performance against its financial goals and benchmarks. This ongoing insight is invaluable for identifying trends, strengths, and areas needing improvement, enabling you to take proactive steps to enhance your business’s financial health and operational efficiency.

Our financial analysis goes beyond the surface, identifying underlying trends within your financial data. This insight allows for the anticipation of future movements, helping you to strategise proactively rather than reactively. By understanding these trends, we align your operations and strategies with the most promising opportunities for growth and improvement.

By diving deep into your financial data, we uncover not only areas for improvement but also hidden opportunities that could be leveraged for your business’s advantage. Identifying these opportunities early on enables you to capitalise on them, driving growth. Similarly, recognising potential risks before they materialise allows for the implementation of mitigation strategies, safeguarding your business’s future.

Our financial analysis ensures that every aspect of your business’s finances is meticulously examined and aligned with your future growth plans. This alignment is crucial for ensuring that your resources are optimally allocated and that your financial strategies support your overarching vision. It provides a solid foundation upon which to build sustainable growth, making sure every financial decision contributes positively to your long-term goals.

By identifying and implementing effective cost reduction strategies, we help you increase your profit margins without compromising the quality of your products and/or services. Streamlining operations and enhancing efficiencies lead to lower operational costs, which, in turn, boost profitability, ensuring that you can reinvest in areas that will actually drive growth.

We focus on streamlining your operations, eliminating unnecessary expenses, and improving process efficiencies. This not only reduces costs but also enhances your overall operational effectiveness. Efficient operations means you can deliver your products and/or services quicker and more reliably, increasing customer satisfaction and loyalty.

By reducing costs in non-critical areas, we free up resources that can be better allocated towards strategic investments, such as technology upgrades, market expansion, or research and development. This strategic allocation of resources supports sustainable growth and innovation, ensuring your business remains competitive and well-positioned for future opportunities.

If you’re not at the level needed for someone to run your day-to-day operations but need someone to help you complete projects here and there, we can work with you on a project-by-project basis. This can include:

• System set-up or improvement
• Process set-up or improvement
• Software integrations
• Website marketing audits
• Website updates
• Financial analysis of current marketing activities
• Project management

As all projects are different, project based engagements are priced on a per project basis. Please get in touch to let us know what projects you’d like to complete.

The monthly retainer is designed for business owners who want to step away from the day-to-day time-consuming tasks, so you can focus your time and energy on growing your business.

We can also start working with you based on an hourly rate. Whilst this rate is higher than a retainer rate, we have found it works well for business owners who:

1. Are new to outsourcing this level of business support and aren’t 100% sure of the level of support they need at the start.
2. Would like a flexible approach to start to ensure we’re a good fit and work well together before moving forward on an on-going basis.
3. Are still working on their budget. They know their business needs this level of support but cashflow is currently tight and they need to work through that.

If you’re not really sure how many hours a week you’d like to start with, you let us know how many hours a week you’d like us to stick to and we work to that.

Hourly rate: $120/hr + GST

Book your free consultation to get started.

Not sure what the next steps are for your business, or if your current thinking is on the right track? Need someone to brainstorm with and bounce ideas off? Need help in selecting what systems or tools to implement? A consulting session may be just what you need.

The session includes:

• 1x 90-minute video session to focus on the specific aspects of your business that you need guidance on
• A recording of the session to watch back
• Action items report to guide you in your next steps
• 1 x 30-minute follow-up / accountability check-in session 2-4 weeks after initial consult

A consulting session will be most beneficial for you if:

• You have a great vision and thousands of brilliant ideas, but you’re struggle to put those into action, prioritise or struggling where to start
• Need some guidance on where to invest your time and money first and order of priority.

Consulting sessions rate: $475 + GST

Book your consulting session here.