You are doing what drives you.
What drives you is your 20%.
Management Accounting & Governance may not be.
01 — Financial Management
What does Big Business have that a SME Business may not? Management Accounting departments with the systems and expertise to capture business data and analyse it - giving Senior Management the information they need to make decisions that drive the strategy and success of the company.
If what drives you (why you started your business after all) doesn’t include systems and analysis, you could be either missing out on pertinent decision making information or spending your time on less than optimal tasks.
That’s where we come in:
Financial System Implementation - customised to the way YOU think and work (and keep your accountant happy)
Financial System Training - how to use your Financial System to get Senior Management-level information
Financial Reports & Analysis - now that the information is there, how to decode it to use it
02 — Professional Financial Recordkeeping
If that pile of bills in the corner or invoices you haven’t billed out (or chased up) causes you an ulcer, you’re not alone. You’re amazing at what you do - that doesn’t mean you have to be amazing at every aspect of running your business. It does mean you get to decide what things are 80% for you, in your world, and whether it’s worth it to you to outsource those things to people for whom they’re 20% level tasks.
That’s where we come in:
All data is entered to your customised focus needs, drawing from over 15 years of experience with management accounting and small business needs
Tailored to allow for cross-purpose use - like Quality Assurance or industry specific KPI reporting
Accountant approved and audit ready
03 — Internal Projects
Do you have areas of your business that you wish you had time to review at a deeper level? Maybe thinking about changing a software or app you use, but don’t have time to research what options are out there and if they’d be any better for you? Perhaps you do things a certain way, but would like to know if there’s a more efficient method and how to implement it, without writing all the new SOPs yourself?
That’s where we come in:
Technical Systems Audits, Research & Implementation - this means apps and software, like your inventory or POS software, a mix of Internal Audit, Analysis and IT functions
Operating Systems Audits - you started with bright ideals on how you were going to do what you do, but in the day-to-day running of your business it’s common to become less than optimised just to get through your days - we can bring fresh eyes and an outside perspective
SOPs (Standard Operating Procedure) Review, Edits and Creation - a key control that for many small businesses are so low on the to-do list that they just never get done
Internal Controls - wearing many hats means the information is often all in your head or informal, but Internal Controls aren’t just for Big Business, it’s about building a platform of security from which you can grow and adapt (and one less thing for you to juggle)
04 — Planning
You wouldn’t be in business if you didn’t have a plan. But when you’re asked for a Business Plan, Strategic Plan, Budget, Cash Flow Forecast, Risk Analysis & Plan - does your brain turn to mush, your eyes glaze over and you find anything else that might need to be done to do first?
That’s where we come in:
Business Plan - this thing you started because it drives you, but has taken on a life of its own? We can help to distil everything into a presentable, usable tool
Strategic Plan - HOW to get where you want to get (Operating Plan) and WITH WHAT (Budget)
Cash Flow Forecast - ‘by hook or by crook’ goes a long way as far as the passion and dedication to survive, but it takes Cash Flow to thrive. You don’t have to do this one alone.
Risk Analysis & Plan - you know what things threaten your business, but it’s a hard thing to look at and you get to choose who to look at it with you