Financial Optimisation
The ultimate goal for any business is to generate profit with a healthy cash flow. Without this, the business is not sustainable.
Your accountant presents your financial performance. But this doesn’t always provide enough insight and data to grow your business and generate more profit.
The results from Financial Optimisation? Improved internal processes, increased revenue, cost savings and time efficiencies. More importantly, we can find opportunities to increase profit and better manage your cash flow.
What’s involved?
Business Planning
Starting here gets everything out on paper. It allows us to be clear on ‘why’ we’re in business and ‘what’ our goals and objectives are. This will help clarify how you want to steer your business towards growth.
We will put together a simple, uncomplicated business plan that highlights the key elements that support the scope of our work together. It’s the easiest way to know where to start.
Below outlines the 4 steps to maximise your profitability.
4 Step Cycle for Financial Optimisation
ASSESS
PLAN
ACTION
REVIEW
This 4 step cycle ensures our strategy for Financial Optimisation is focused and effective.
Our aim is to support your business increase turnover and maximise profit. To create a proactive environment for your team. Why? Because this creates a resilient and sustainable business.
We will support and train you to implement changes and give you confidence in the core skills to continue running a succesful business.
Results?
Here are some examples:
- Expense review saving annual $186k
- Product profit margin analysis found one portfolio with a 40% loss margin. Client was able to review the pricing structure
- Review and update of the partner billing process. New simple system implemented to save admin time
- Contractor billing process updated from 6 hours to 1 hour per fortnight. Estimated annual saving of $6.5k and capacity increased to take on more contracts
Investment starts at $2,497 per month
(incl. GST)
No lock-in contract, but we do recommend a minimum of 3 months to maximise the results
We’d love to support you grow your business