Build the financial processes to support your vision

Scale up with a no-nonsense plan from your accountant

We’re not sitting on our heels. We’re proactive in helping you get there.

You’re an entrepreneur, set on growth. You don’t have the time to keep up with all the changes in tax regulations, and you don’t want to be chasing your Accountant for support.

You’re looking towards the future, when you’ll have long-term financial security that supports your grand vision, and financial processes that function without you.

You want to see where you could be going

You want to make sure you’re not overpaying tax and missing opportunities right now. But you also want to know where this is going. Your big hairy audacious goals deserve a long term plan.

We plan with you throughout your journey, dropping in the right support when it’s needed.

COMPLIANCE

At startup, you’re in phase 1

You need to avoid penalties. You get monthly, predictable billing with regular reports and access via email.

CONCEPTS

After your first year or two, you’re in phase 2

You get performance metrics once per month, and we’ll help you understand what your numbers mean.

CONTROL

When you’re ready to grow, you’re in phase 3.

You need strategy to enter new markets or diversify. You get quarterly meetings and your metrics are at your fingers whenever you need them.

CHANGE

When you’re growing rapidly, you’re in phase 4

You need systems and processes that let you step away when you want to. You get succession planning, and decision-making support.

Get started whatever stage of growth you’re at now

How we kick off:

null

Build the process roadmap to reach your goals

What stage are you at and what do you need? Our Accounting Management and Systems review provides you with an expert perspective on what needs to change in your financial processes to practically achieve your vision.

This includes a tax strategy review where we identify and discuss your goals. You’ll receive:

  • A written report regarding the current structure
  • A list of suggestions for systems and processes
  • A road map to reach your goals
null

Get the financial information to drive your decisions

In order to scale your business successfully and sustainably, you need to have clean and regularly updated financial information. This is where you need a little discipline to dream.

You’ll need some level of catchup and cleanup. After your review, we’ll get you a quote that includes the number of hours your cleanup will take and when we’ll have it done for you.

null

Move confidently towards your BHAG

We’ll drop in the level of support you need to help you build wealth and grow into the next phase of business. Your goals will grow with you, and be ticked off along the journey, so it’s important we always keep an eye on the processes and adapt with you.

Let’s get started on building the plan. Tell us what stage you’re at.