Business Wealth


BUSINESS WEALTH

green-bar

Providing the knowledge you need

Cash is King. Therefore, employing strategies aimed at maximising your cash position and planning in advance for the time that cash is in short supply should be the number one consideration of each business owner.

We work with our clients on projecting their cash position and tailor a pattern of meetings and a service offering to best achieve their desired outcomes.

We can become your external Chief Financial Officer and your Strategic Advisory Board and assist you in the following ways.

green-bar

We can assist you in the following ways

revenue

Set cash flow and revenue budgets to monitor with you regularly

hammer

Build relationships with your funders and re-finance with the bank when needed

ruler

Benchmarking

profit

Set actions to improve cash flow and profits

report

Set your annual strategic business plan with detailed actions to be implemented

budget

Budgeting

team

Support and train your accounting team

estate-planning

Design financial and action reporting to assess progress regularly (weekly & monthly)

cf-forecasting

Cash Flow Forecasting

cloud

Get your bookkeeping working efficiently and easily via the cloud

mgt-consulting

Management Consulting

start-upBusiness Start-Up

magnifying

Be accountable to an advisory board, with external independent specialists if needed

risk

Risk Management

strategic

Strategic Planning

green-bar

Making your business saleable

Making your business saleable involves improving lots of little things over a period of time and making the business owner dispensable so as the wheels keep turning without their involvement.

Without a succession plan and attention to detail you could cost yourself and your family a lot of cash on the day you exit your business.

We can assist this transition to the next phase of your life in the following ways…

question

Assess the value of your business as it stands right now

investment-planning

Plan how to invest the proceeds and minimise your tax

identify-decisions

Identify actions to improve your business value over time

mgt-consulting

Build a senior management team so you can start handing over responsibilities in a careful way

teach

Identify what to delegate and how to teach others to do it well

start-up

Grow new leaders in your business

money

Get a better sale price for your business

software

Delegate successfully

list

Work towards your retirement in a planned way

portfolio-mgt

Create an employee share participation scheme if you wish.

green-bar

We do a lot

We can also assist your current or future business in many different ways, such as preparing due diligence reports on your potential business acquisition, creating a business plan for the idea you have and wish to take to the bank and assisting with HRM and recruitment strategies when finding the right employee are just a few examples of packages we have put together for our clients in the past.

we-can-help

green-bar

Our promise

Our brand promise is to provide you with the most fulfilling professional relationship you will experience, period.

When addressing your next taxation, financial or retirement planning issue we ask that you consider whether we can be of more assistance than your currently receiving.

We already know the answer.

green-bar

Why us?

We are not your average country based accounting firm that deliver the basic compliance service and advice to our clients. In developing our service offerings and building a network of professionals with an extensive knowledge base from which to draw from we haven’t tripped over the same hurdle our competitors fall at; that is considering their own interests to be more important than their clients.

green-bar

The results

We've delivered excellent results for our clients and the proof is in the results.

10k-darker

1000+ clients

high-5-darker

>99% of clients retained

Grow your business

Make a move towards success