Financial Awareness

You will attend meetings with us every two months to discuss your financial results. The focus of each meeting will change and progress depending on your needs and objectives. You will:

  • Develop an understanding of your key financial reports
  • Gain knowledge of key accounting concepts
  • Learn how to report on cashflow and profit
  • Begin to produce your own customised reports on a monthly basis
  • Understand how to better manage your debtors and creditors
  • Learn how to monitor income and expenses throughout the year
  • Find ways to save time on admin tasks that could be automated
  • Identify weaknesses / areas to work on between meetings to get better results
  • Iron out any existing errors (formats, coding, analysis, timing differences)
  • Start to understand other information you may need to capture monthly (e.g. stock, debtors, creditors) and how to do this easily

KPI Coaching

First we work together to establish the key drivers in your business.  These may be financial (e.g. gross profit margin or average annual customer spend) or non-financial (e.g. customer satisfaction ratings). Then we teach you how to measure each KPI and track them via a cloud based performance dashboard. We’ll then work with you on a monthly basis to form a tactical plan that includes all of the business processes and behavioral changes needed to improve your results.

 

Quarterly Coaching

This coaching programme consists of quarterly meetings with one of our senior team members as well as phone and email support.  The purpose of each meeting is to review your actual results, clarify areas where you can improve your business performance, set 90 day goals and identify strategies to achieve them

As a result of each meeting you will develop a realistic 90 day action plan with timelines to keep you on track to achieve your annual Business Plan. You will have unlimited access to our expertise and resources to enable you to implement best business practice