Discover new opportunities and get more out of your business

We’re not merely accountants. We are business coaches who collaborate with our clients to bring them more money, more time and less worry.

Our most successful clients work closely with us to take control of their futures through planning and coaching, all backed up with accurate accounting and tax services. Together we set and achieve goals to add fantastic value to the business and greatly improve their lifestyles.

Robby&Bobby is a modern accountancy practice with a focus on helping small and middle-size business owners develop their businesses and achieve their goals.

Delivering a high-quality, efficient compliance service is just part of that.  Helping our clients to develop, improve and grow their business is the next natural step.  Our Financial Management offerings are practical and tangible services that create long term value for clients.

This might include:

The Complimentary Client Review

As a valued client, you’ll receive at least one Complimentary Client Review (CCR). In fact, this is an annual event for a number of our clients. The CCR 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 opportunities how we can help you more.

Proactive Accounting Meeting

If you’re keen to improve your business performance and financial results but don’t feel you are 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, and establish goals and strategies to achieve them.

Following the meeting, if required, we’ll prepare a proposal for services, with all costs priced upfront, whether this be strictly for Financial Management work and / or compliance.

Cashflow Management

Cashflow planning is 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. After preparing a Cashflow Forecast we’ll conduct a thorough review of your processes and identify any potential causes of poor cashflow so that 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 a 90 Day Action Plan to ensure you implement improvement strategies for maximum results.

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.

Cost accounting

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.

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 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!

These are powerful Financial Management services that provide immense value and clarity.

Contact us today for your Proactive Accounting Meeting!

More time & more money.
Use that time to discover new opportunites and get more out of your business.