What we do.

As a business owner you may feel alone and unsupported, with little time to work on your business because you’re trapped in the day-to-day technical aspects of running it. Our quarterly coaching service provides you with increased accountability and support, so that you achieve the results you want from your business. The outcomes include increased profitability and cashflow, customised reporting templates to measure actual performance against forecasts and access to an expert sounding board to ensure you continue working towards your goals.

(Bi – Monthly)

We’ll help you to understand your business better, enabling you to better manage your cashflow. Good management decisions rely on a sound understanding of the financial implications for your business. This service involves meeting with us every two months to discuss your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.

(Four-hour session)

What do you want from the business? What is the business supposed to deliver to you? Why does the business exist? A long term view (20 years) that considers time freedom, mind freedom and financial freedom.

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. The more time you have for planning and implementation the better.

We’ll begin the half-day succession planning session with a presentation that provides an overview of important considerations, succession options and processes relevant to your business. We will then work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust succession plan.

We’ll then set 12 month goals and quarterly goals, as well as actions to achieve these. As a result, you’ll have a roadmap to guide decision making and ensure your business is in the best position to achieve maximum return on your hard work and investment.

(Two-day workshop)

Two-day workshop with six weeks pre-work. Deep thinking about what your business does. Pinpoint your target market and the problems you can solve for them, your competitive advantage and core purpose. What do we do? What problems do our target customers have that we are in the business of solving? Focus on the next five years.

(Half day session)

Often this is a half-day session focusing on the 12 months ahead, but keeping the five-year vision in mind. A business plan is the “how we will do it”. Build a one-page business plan road map, use five KPIs to set SMART targets and goals (Specific, Measurable, Achievable, Realistic, Time Bound), understand your most critical challenges and deeply understand your value proposition.

(Quarterly)

Quarterly business coaching and accountability workshops for business owners and senior team members. Maintain focus on the plan, create independent accountability and gain expert insight. Involve the team in the business.

(Monthly & Quarterly)

Pipeline analysis and reporting, including your sales conversion rate. Engage the team in understanding our value proposition and how to articulate that to our customers.
Many business owners are very good at what they do but have never had formal sales training. Can you easily articulate the value of your product or service to your customers?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.

This coaching service will build your knowledge, introduce you to powerful sales techniques, teach you how to write effective proposals and define terms of trade. We’ll also help you to create and implement an ongoing sales action plan. Value-based selling encourages a return that is proportionate to the value you’re providing clients, freeing up time for you to concentrate on other revenue-generating activities.

(Quarterly)

Find out how to eliminate time-wasters and significantly increase your productivity.

(On-going)

Identify your leadership style, then learn how to make it work for your business. Upskill your senior managers to become leaders to allow the business to scale up.

(Annually)

Review your business structure, then identify where changes are required. Communicate the strategic plan with the team and ensure the org chart will deliver the strategy.
Many businesses do not have absolute clarity around their team’s defined roles and responsibilities. This often results in owners wearing too many ‘hats’, meaning they have precious little time to spend in a strategic sense, or on high-level activities that create real value for the business.
An organisational review will help you to build a functional Organisation Chart, visually defining departments, functions, roles and responsibilities. We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.

(Six monthly)

Get into your customers’ shoes, then craft an effective marketing plan that cost-effectively puts the right messages in front of the right people. Generate constant marketing activity to ensure your brand maintains momentum. Inbound “Smarketing”.

(Annually)

Improve internal team culture by understanding the core values that the people inside the business live by. The guiding principles that dictate behaviour.
Core values are the essence of a company’s identity; they support the vision and shape the culture of an organisation. We’ve developed an effective service that allows you to create core values for your business that provide a great foundation and guide for the way your team interacts with clients and each other.
Attendees will complete pre-work to get thinking about their values and vision for the business so that everyone is prepared to gain maximum benefit from the 3-4 hour facilitated session. We’ll then guide you through our structured process to create up to five core values with definitions, which will underpin the expectations of behaviour within your organisation.
Core values will make leading and managing 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. As Peter Drucker once said: ‘Culture eats strategy for breakfast.’

(Annually)

Review your financial reports with your Bizdom accountant. Understand the numbers and their hidden messages.

(Monthly)

Best practice in any business and critical to survival and growth. 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.

Managing cashflow is all about your business processes. 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.

We’ll meet with you on a quarterly basis to monitor, analyse and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise a 90-Day Action Plan to ensure you implement improvement strategies for maximum results.

(Monthly)

Focus on the key metrics.

We’ve developed this service to enable business owners to understand the key drivers in their business. The better you understand your business, the easier it will be to increase your profits and free up cashflow.

First, we’ll help you establish what your key drivers are. These may be financial (e.g. gross profit margin), or non-financial (e.g. customer satisfaction ratings). We’ll teach you how to measure each KPI and set improvement targets. Once you’re confident measuring each KPI, we’ll provide monthly coaching to help you implement a tactical plan focusing on the business processes and behavioural changes required to ensure improvement.

Investing a little time each week and making simple changes can dramatically improve your KPIs, thus positively impacting your business performance and personal life.

P&L, balance sheet, cash bank balance

Trusts and company structures.

The robustness of family trusts is coming under considerable scrutiny as a result of the Law Commission review, resulting in a massive wakeup call for trustees. Our trust review service examines your trust set up, identifies any administration gaps, and ensures your trust is compliant with legislation and that trustees are meeting their obligations.

We’ve developed a number of resources and templates to help you to understand this complicated topic and to help you develop an effective Memorandum of Wishes. Most importantly, this service provides a framework to ensure your Trust is meeting its objectives.

Finance facility review.

Financial statements and statutory compliance requirements prepared to Chartered Accountant standard.

As a valued client, you’ll receive at least one Complimentary Client Review (CCR), which is an opportunity for you to set and review your goals and gain clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities and challenges, so that you respond effectively. And of course, it’s an opportunity for our team to identify greater tax efficiencies and asset protection.

PPSR Management

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