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- We learn about your business and what it does.
- We learn about how your business works – its market, its revenue and expenses.
- We quantify your goals.
Step 2: Optimisation
- We review your systems to ensure you’re efficiently and effectively capturing business and financial data.
- We can help you setup and integrate these cloud based systems to ensure your systems are optimised for efficiency.
- Our team of experts maintain your books and payroll on a weekly basis. We also lodge your BAS so you can get the ATO off your back.
Step 3: Analysis
- We conduct an analysis to determine which parts of your business are performing as they should;
- where they need changes, and;
- what actions you can take.
Step 4: Ongoing Advice
- We formulate the key numbers critical to your success in a monthly financial report.
- Every month your dedicated financial manager will call to explain your financial results against your targets.
- We’ll always identify ways to continually optimise your business for success.
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I know this is very cliché, but I genuinely feel that SBO have become an extension of our team. I literally have SBO written on our org chart in that capacity, and the confidence that that org chart is going to stay like that for a long time is very strong.
View our case studies