Budgeting and reporting
We help you to create budget and we will prepare you monthly managerial report, which enables you to follow actual results vs budget and to understand differences. So you can make fast changes in your business.
If you sell different goods or services and you want to improve your profitability, you have to understand profitability of different directions. To achieve this target, you need to split all sales and costs between your projects. We help you to set up the system and add project reporting to your monthly management reporting.
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 four hour planning session to help you create a clear two-page Business Plan. One page is short version of classical Business Plan and second page is your action 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.
Monthly or quarterly Financial Coaching
As a business owner you can at times feel alone and unsupported, spending little time working on your business and trapped in the day to day technical aspects. Our Monthly or Quarterly Financial Coaching service provides you with increased accountability and support so that you achieve the results you want from your business.
The outcomes include increased profitability and cash flow, customised reporting templates to measure actual performance against forecasts and access to an expert sounding board to ensure you continue working towards your goals.
Whether your business needs guiding through a major change, or you simply wish to have regular contact with a trusted coach, we’d love to help!