SBO SBO
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We’ve designed two packages for growing companies who need control in their finance function, and mechanisms to plan for the future.

What you get

Budgeting & Forecasting

Gives you the confidence you need to make critical decisions around things such as hiring and purchases using solid numbers, instead of your gut.

Cash Flow Management

A successful business needs a disciplined process around managing its cash flow. We provide you with a framework that gives you a clear and accurate view of your cash position at any time.

Financial & Management Reporting

You can’t manage what you don’t measure. We identify the financial and non-financial metrics you should be tracking. We  build these numbers into a monthly reporting framework.

Control

Tailored for the company needing systems processes and reliability
Weekly bookkeeping & accounting
Payroll processing
BAS preparation
Monthly financial & management report
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Growth

For the company that wants to plan for the future and gain insights for improvement
All control package outcomes
12 month budget
13 week rolling cash flow forecast
Monthly reporting on financial & non-financial metrics
Monthly accountability meeting to review finance position
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Does that all sound good? Here is what to do next.

Our engagement process is a little different to others. We take our potential clients through a commitment-free, fee-free engagement process to understand their businesses at a technical level:

  1. An initial, 45min video call to understand financial and business challenges.
  2. We execute an NDA, gain access to your accounting system and conduct a high-level, complementary financial analysis of their business. This can take up to 3 hours of our team’s time per business.
  3. We present the results of our analysis to the client and our recommendations. This discussion informs a proposal, which documents how we can help solve their problems.
  4. We have a ‘next steps’ meeting, where we discuss the final proposal and next steps.
  5. The deal is done, and then we continue the work.

Why do we go to all this effort? So we make sure that we are able to deliver value, and so you can be sure of what you’re getting.

Book a consultation

SEE OUR PACKAGES TO SEE HOW WE CAN HELP.

Let’s talk!