Strategy, Guidance and mentoring
individual owner mentoring, plus mentoring of leadership team
strategic planning for the business
business problem solving
Development of formal business plans
Growth strategies – organic growth, franchising, acquisitions and mergers etc.
Risk Management
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Oversee Accounting & Finance Operations
Link your cash flow and compliance financial operations to your strategy
oversee all accounting and administration functions
formulate the annual budget in conjunction with the management team
monthly management reporting, including cashflow forecasting, review and actioning outstanding debtors
setting up new finance requirements
end of year financial reporting - to be tax accountant ready
attend meetings along with the owners with tax accountant
Loan/overdraft strategy and monitoring
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Operational & Management Support
Value analysis – are you adding value for your customers or are you being perceived just as a cost?
Guidance and mentoring on monthly management meetings, prepare the required information for the meeting, and follow up actions stemming from the meeting.
Strategic Operational guidance - focusing on the most critical areas of the business
Using financial analysis to improve operations e.g. Is 80% of your time and resources only going on 20% of your revenue
Identifying waste and implementing operational efficiencies
focus on margins - ensure controls are in place to maintain or increase margins
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Technology & Business Services Guidance
assist in technology software and hardware decisions
assist with selecting service providers
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