BUSINESS ADVISORY

Business Plans and coaching

Living business plans, not ones you print and put in a drawer to forget. With our business plans we set goals and steps to achieve those goals and we coach you through the process. Here Gillian draws on her years of coaching junior cyclists, finding the right balance between supporting you and letting you go it alone. We do follow up sessions as part of the feedback loop. Funding is potentially available to help pay for this servce.

 

Cashflow Reports, Forecasting

We are seeing more banks wanting cashflow reports to support loan or overdraft applications. Also, what if we could nail your cashflow improvement so you didn't need an overdraft? Or had plenty saved to cover unexpected bills, or even expected ones (see our blog post about saving for the December/January Money Madness).
We have the tools to create dynamic cashflow reports using live data from your Xero. We will report back to you monthly/two monthly and update the forecast as necessary. We can look at what has happened, and target areas for improvement.

We can create what-if scenarios. Can you afford that new car, staff member, office rental? What happens to my bottom line if I offer a discount but that increases sales? A few tweaks here and there, and lets look at how that improves your profitability, cashflow and business value.

This is what we love to do all day. Help us do what we love. Contact us to book a meeting to discuss your requirements. 

 

Dashboards

Delivering your business performance in graphics , not a spreadsheet. Much easier to understand!

There is a small monthly fee to cover the software and our time. We can email these direct to your bank or other lenders