How it works

Step 1

Step 1: Get the house in order

  • We help streamline your expenses, revenue and bookkeeping systems with smart software like Xero and other applications.
  • We establish visibility into the financial health of your business – what’s coming in, what’s going out and how much is left.
Step 2

Step 2: Set quantified growth goals

  • Once we’ve got a firm understanding of your business, we work with you to translate your strategic growth goals into achievable, quantified steps in the form of a 3-way financial budget.
  • As part of this process, we illuminate any blindspots with your strategy and produce financial insights into what you might need to change in order to achieve your goals. This includes things like:

> How much will growth cost in overheads and expenses, and how do we fund this growth?

> Do we need to review your pricing / revenue model in order to achieve these goals?

Step 3

Step 3: Manage growth and obligations

  • Once we’ve established and quantified your goals, we’ll monitor the business’ growth and progress. We’ll track what’s going well, and what needs to change.
  • Because we’re embedded with our clients, we’re always there to advise you when the unexpected happens.
  • We also manage your books, lodge your BAS and run payroll to ensure you’re compliant with the ATO and your finance function is a well-oiled machine.