Business Development Services

We’re not merely accountants.

We’re here to make a real difference to our clients.  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 Business Development offerings are practical and tangible services that create long term value for clients.

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 greater tax efficiencies and asset protection.

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 one page Business 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.

Quarterly 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 Quarterly 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.

Core Values Development

Core Values are the essence of a company’s identity; they support the vision and shape the culture of an organisation.  We’ve developed an effective service that allows you to create Core Values for your business – providing a great foundation and guide for the way your team interacts with clients and each other.

Attendees will complete pre-work to get thinking about their values and vision for the business so that everyone is prepared to gain maximum benefit from the 4 hour facilitated session.  We’ll then guide you through our structured process to create up to five Core Values with definitions which will underpin the expectations of behaviour within your organisation.

Core Values will make leading and managing a team and client expectations a lot easier.  When your team live and breathe your Core Values you’re more likely to achieve your business goals.  As Peter Drucker once said – ‘Culture eats strategy for breakfast.’