Strategy and Advice
Leverage our expertise to set the direction of your business
Does your accountant help you implement and achieve your business goals?
By combining all of the information, decisions and actions of your business we can formulate strategic advice to align with your specific goals and maximise its profitability.
Strategic advice goes further than tax planning and cashflow forecasting.
The most ultimately helpful advice comes from looking at the business holistically: assessing its strengths and weaknesses, identifying opportunities and threats, and reigning in resources to allow the business to meet its desired goals.
Many business owners are too distracted and busy working in the business day-to-day to focus on their long term objectives. They go into business with great ideas about what they can achieve but find that things don’t go quite as expected.
Monthly check-ins with your accountant for their observations and advice can keep you answerable to your business plans.
Support when you need to work on the business
Whether planning for expansion, investing in assets, getting your business ready for sale, or considering an exit strategy, our expertise and timely advice will let you make more informed decisions without you losing focus on the day to day management of your business.
Offering you much more than a tax return
If you’re only speaking to your accountant once a year, the advice that can be given at that point will be fairly limited. Obtaining more value from your accountant means utilising their expertise on a regular basis, quarterly or monthly. The more familiar they are with you, the more ideas they get.
Setting the right direction from the outset
When a client is setting up a new business we consider their plans and resources to evaluate whether the business will let them achieve what they need it to. Leverage our expertise by engaging us before you establish the business to we can align our strategic advice with your specific goals.
Implementing your business goals
When starting or scaling up a business, you’re wearing so many different hats that it’s easy to lose sight of the big picture. Engage us for ongoing advice so we check in with you monthly to monitor how your plan is being implemented. Business owners can proactively seek advice from us too.
Communication is critical
To tailor the best advice to your specific needs and enjoy a productive partnership, we keep the lines of communication open. We make it easier for you to give us the right information when it’s needed. That way we’re in the best position to offer well considered solutions when you need them.
We can refer you to specialist advice
You can count on your accountant to be your trusted advisor and number one business confidante. But you cannot expect them to be a one-stop shop for every service a business may need or specialise in everything. If something is outside the norm for us we can usually point you in an appropriate direction.
Let's dust off your business plan for a 360 degree review!
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FAQs
What is a business strategy?
A business strategy is a set of competitive moves and actions that a business uses to attract customers, compete successfully, strengthening its performance and achieve organisational goals. It outlines how business should be carried out to reach the desired ends.
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