Are you ready to grow?

Business advisory services

If business growth is on your agenda, chances are you’ll need someone to support you through those vulnerable early stages. Avoid unnecessary growing pains by giving your business the nurturing it deserves. Our expert advice, business advisory services and tools will help you to make informed business decisions.

Cashflow forecast

If you’re buying a business or looking to refinance, the bank will often require forecasted financial information. This involves a forecasted profit and loss, statement of cashflows, and balance sheet. We regularly provide these to the bank on behalf of our clients.

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.

Core values development

This effective business advisory service 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. 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.  

KPI improvement and benchmarking

Key Performance Indicators (KPIs) are the key drivers in your business and understanding them gives you the tools to increase profitability and cashflow. We can assist with establishing these key drivers, how they are measured and reported so that they provide a strong basis for decision-making.

Cashflow management

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. 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. 

Financial forecasting

Ideally, this should be done before the start of every financial year. Forecasting allows you to set your income and expenditure expectations, and then measure yourself against those expectations on a monthly basis.

Business continuity planning

Business continuity planning been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death. It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely. 

Succession planning

Succession Planning helps you clarify what you want for the future (taking into account business, personal and family expectations) and define the steps required to turn that vision into a reality. At least 3 – 5 years is the ideal timeframe to make sustainable improvements; basically, the more time you have for planning and implementation the better.

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. 

Value based selling

Our Values Based Selling service is designed to help you improve your sales processes and increase productivity, efficiency and profit. It will enable you to give price certainty, confidently handle changes in work scope and eliminate fee surprises for you and your clients.

Effective business advisory services

Looking for ongoing, pragmatic business advice and support? Our business advisory services will take your business to the next level. You’ll work with a business advisor who takes the time to really understand your business and provides practical, sensible advice. Our experienced team will help you on your journey no matter where you are. Whether you’re just starting out or you run an established company.

We combine strategic business advisory services with sound accounting and taxation practices.
KGA Chartered Accountants – get in touch today.