Business Development and
Financing & Cashflow

Strategic Financial Insights For Your Business Success

We understand that growing your business is just as difficult as starting it. However, with our Business Development service, you can gain access to our local knowledge and industry expertise so your business stays on track towards achieving your business goals. Our team of accountants and business experts can help you develop your vision and create action plans that will improve your business.

We’re not merely accountants

We’re here to make a real difference to our clients. Delivering a high-quality, efficient compliance service is just part of that. Helping our clients to develop, improve and grow their business is the next natural step. Our Business Development offerings are practical and tangible services that create long-term value for clients.

Effective Cashflow Management

Proper management of your finances and cashflow is a fundamental aspect of running a business, especially in your first few years. By working with Avery Martin Accountants, you will be able to avoid common pitfalls and learn practical steps to overcome business challenges that may come your way throughout your business lifecycle. From careful planning through the actual implementation of strategies to the modifications for better performance, you can rely on our team to address your cashflow needs.

Personalised Support For Your Best Interest

Being known for our exceptional customer service, we provide business development advice and cashflow management solutions tailored specifically to each of our client’s business requirements. By sitting down with you and knowing the ins and outs of your business, we can help you identify barriers for your growth, help you map out your growth strategy, and provide the support you need to hit your targets– all these done with your best interest in mind.

The Complimentary Client Review

As a valued client, you’ll receive at least one Complimentary Client Review (CCR). In fact, this is an annual event for a number of our clients. The CCR is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you respond effectively. And of course, it’s an opportunity for our team to identify greater tax efficiencies and asset protection.

Business Planning

A great Business Planning process gets to the heart and soul of your business. Upon completion of pre-work, we’ll have a greater understanding of your vision and core values in order to facilitate a four-hour planning session to help you create a clear one-page Business Plan.

The outcome of this service is to identify and prioritise goals, both short term, and long term, create strategies to achieve your goals, enable you to review actual performance against targets and establish a 90 Day Action Plan to address immediate and critical issues.

Importantly, this process eliminates a factor that is all too common in business – procrastination.

The Organisational Review

Many businesses do not have absolute clarity around their team’s defined roles and responsibilities. This often results in owners wearing too many ‘hats’, meaning they have precious little time to spend in a strategic sense, or on high-level activities that create real value for the business.

An Organisational Review will help you to build a functional Organisation Chart, visually defining departments, functions, roles, and responsibilities. We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.

Financial Awareness Coaching

We’ll help you to understand your business better, enabling you to better manage your cashflow. Good management decisions rely on a sound understanding of the financial implications for your business. This service involves meeting with us every two months to discuss your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.

Quarterly Coaching

As a business owner you can at times feel alone and unsupported, spending little time working on your business and trapped in the day-to-day technical aspects. Our Quarterly Coaching service provides you with increased accountability and support so that you achieve the results you want from your business. The outcomes include increased profitability and cash flow, customised reporting templates to measure actual performance against forecasts and access to an expert sounding board to ensure you continue working towards your goals.

Proactive Accounting Meeting

If you’re keen to improve your business performance and financial results but don’t feel you are being supported enough by your current accountant – give us a call. We’ll arrange a complimentary Proactive Accounting Meeting to review your unique situation and discuss how we may be able to support you.

During the meeting, we’ll identify your burning issues, opportunities, and potential tax efficiencies, and establish goals and strategies to achieve them. We’ll also have a strategic discussion around the current and future direction of your entities.

Following the meeting, if required, we’ll prepare a proposal for services, with all costs priced upfront, whether this be strictly for Business Development work and / or compliance.

KPI Improvement Coaching

We’ve developed this service to enable business owners to understand the key drivers in their business. The better you understand your business, the easier it will be to increase your profits and free up cashflow.

First, we’ll help you establish what your key drivers are. These may be financial (e.g. gross profit margin), or non-financial (e.g. customer satisfaction ratings). We’ll teach you how to measure each KPI and set improvement targets. Once you’re confident measuring each KPI we’ll provide monthly coaching to help you implement a tactical plan focusing on the business processes and behavioural changes required to ensure improvement.

Investing a little time each week and making simple changes can dramatically improve your KPIs, thus positively impacting your business performance and personal life.

Core Values Development

Core Values are the essence of a company’s identity; they support the vision and shape the culture of an organisation. We’ve developed an effective service that allows you to create Core Values for your business – providing a great foundation and guide for the way your team interacts with clients and each other.

Attendees will complete pre-work to get thinking about their values and vision for the business so that everyone is prepared to gain maximum benefit from the 4 hours facilitated session. We’ll then guide you through our structured process to create up to five Core Values with definitions which will underpin the expectations of behaviour within your organisation.

Core Values will make leading and managing a team and client expectations a lot easier. When your team live and breathe your Core Values you’re more likely to achieve your business goals. As Peter Drucker once said – ‘Culture eats strategy for breakfast.’

Cashflow Management

Cashflow planning is the best practice in any business and is critical to survival and growth. Our Cashflow Management service is designed to help you improve your Cash Conversion Cycle and maximise your cashflow. It will allow you to predict large cash outflows and respond to changes in your business.

Managing cashflow is all about your business processes. After preparing a Cashflow Forecast we’ll conduct a thorough review of your processes and identify any potential causes of poor cashflow so that we can treat the underlying issues.

We’ll meet with you on a quarterly basis to monitor, analyse and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise a 90 Day Action Plan to ensure you implement improvement strategies for maximum results.

Monthly Coaching

Owning and operating a business is hard work. Our Monthly Coaching programme provides you with accountability and support to ensure you make the best decisions for you and your business. We’ll work together to develop strategies to achieve your desired work outcomes and gain the lifestyle you want.

Whether your business needs guidance through a major change, or you simply wish to have regular contact with a trusted coach, we’d love to help!

Marketing Plan

Every business should have a Marketing Plan. It’s essential to understand your marketing KPIs to measure the effectiveness of your marketing strategies and ensure continuous improvement.

We want to help you create a 12-month activity-based Marketing Plan with clear goals and actions to generate more leads and improve customer retention.

We’ll help you clarify your purpose, positioning, and unique selling point to target the right audience. Our goal is to provide clear direction and ensure you spend your marketing budget on the strategies that will give you the best outcomes.

These are powerful Business Development services that provide immense value and clarity.

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