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Step 1: Understand

  • 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.

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.

Cameron Mitchell - COO of TradeMark Vision

View our case studies

Unsure if we’re a right fit your business?

Start with a complimentary financial review.