Doing the books is tedious

You need someone who can keep on top of the numbers and provide sound financial advice to ensure your business succeeds. That way you have more time to spend working on your business, to grow profits, and to grow your business value.

The FBZ Business Advisory 5 Step Process

1. Business Planning

Business planning is a collaborative process. We will work with you one on one to understand your business, your vision and help you create a great business plan.

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2. Measure

After you have created your business plan its all about building momentum and setting you up for long term success.

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3. Grow

Once you have foundations in place and understand the importance of good financial management it is now time to start making improvements to business.

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4. Build

Focus on improving the 8 key drivers of business value and start building your business so it can run without you.

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5. Exit

Now that you have built a business that gives you more PROFITS, and CASHFLOW is it time to maximise your pay day with a sale of your business.

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1. Business Planning

Success is about planning. We want to help you achieve success.

An effective business planning process gets to the heart and soul of your business. Understanding your vision and your purpose is one thing, but then taking that vision and putting into a clear and concise business plan with key takeaways and actionable items is invaluable.

Our Business planning service eliminates a factor that is all too common in business = PROCRASTINATION.

Key benefits of having a Business planning session:

  • Review  and set business direction.
  • Align goals amongst the people you are in business with.
  • Identify gross revenue targets and key performance measures.
  • Establish a robust accountability system.
  • Identify critical challenges and opportunities in your business and the actions required to resolve or maximize them.
  • Set timeframes for achieving your business goals.
  • Identify what support and resources you will need to achieve your goals.
  • Enable you to communicate your business goals and vision with your team
  • Provides a platform to develop a financial forecasts and use this as a basis to set team members individual goals and targets.

Any time is a good time to complete a business plan. Business planning is crucial if you’re considering a new business venture.

Call us today to understand how our business planning service will help you.

Contact us today

hand-with-magnifying-glass

2. Measure

Once you have established your business plan you then need to set up the right reporting system that is going to track performance, measure actual results and keep you accountable.

“What’s measured improves”

Peter F Drucker

  1. Xero Accounts                         2.Tax Planning                         3.Business Dashboards

Accounting Support

We will get you up and running on the Xero Online Accounting Software to help you organize your numbers and provide clarity around cash flow.

Business dashboards and Reporting

A business dashboard pulls all your financial data in the one platform and marries this in with your non-financial data so that you can see how to really grow your business. It will help you understand your results today, forecast tomorrow and help you take the actions needed to guide your business into the future.

Forecasting

After your reporting is under control we then set the financial plan for your business using the power of forecasting. The best part about using our platform is that it is full threeway forecast of your Balance Sheet, Profit and Loss and Cashflow.

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3. Grow

Cash flow Management

Poor cash flow is the number one reason businesses fail.

Cash flow planning is best practice in any business and critical to survival and growth.

Setting targets and monitoring your actual cash flow against your forecast will enable you to predict large cash outflows and respond quickly to changes in your business.

Whether your bank has requested a Cash flow forecast or not, every business owner needs an understanding of cash and liquidity for better decision making.

Profit and KPI Improvement

The better you understand your business, the easier it will be to increase your profits and free up cashflow.  We’ve developed this service to enable business owners to work out what the key drivers are in their business (we call these Key Performance Indicators, or KPIs).  We want you to learn how to measure them accurately, then apply strategies and tactics to improve each KPI.

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4. Build

The Value Builder System™

The Value Builder System™ is a statistically proven methodology designed to improve the value of a privately held business.

Focus on improving the 8 key drivers of business value and start building your business so it can run without you.

Make your company more valuable than your industry peers. Discover your company’s hidden assets. Spot your company’s silent killers

Take the questionnaire and find out your score.

Take the Questionnaire Today

5. Exit Planning

Having an effective Succession Plan encourages the growth and sustainability of your business….

A robust Succession Plan takes a minimum of 3 – 5 years from initial planning to implementation. To extract maximum value from your business you must have one in place.

Succession Planning allows you to transition your business to new ownership in a managed and systematic way; reducing stress while achieving a greater outcome.

It’s not just about extracting maximum value from your business. If you were hit by a bus tomorrow, how seamless and pain free would the immediate transition be – both for your business and for those who rely on it?

We will work with you to develop your Succession Plan by identifying your succession options, clarifying your objectives – considering business, personal and family expectations – and defining the steps you’ll take to achieve them.

Start Planning Today