The 1st step is to engage in a Financial Health Check. I will explain the numbers to you in a jargon-free way. No judgement, no fear, no confusion, just plain English to help you understand the financial info with ease. 2nd, we evaluate where you are NOW, WHERE you want to go and HOW you will get there through a planning session. 3rd we bring the plans to reality with ongoing support, accountability & implementation and choosing the level of support that is right for you.

1. Financial Health Check

As a business owner, you understand the importance of making informed decisions and optimising your financial strategies to drive sustainable growth. This check serves as a crucial starting point in assessing your current financial landscape, identifying areas of improvement, and charting a path towards long-term success.

I will review your current financial position and objectives. I'll provide specialised advice on how to implement improvement strategies and actions so that you can reduce your stress and achieve your financial goals.

• Increase your profits and grow your business

• Reduce your debt level and financial obligations

• Understand exactly where the money is going

• Plan for the future, instead of knee jerk decisions

From $1,650

We use CALXA software for measuring performance at no extra monthly cost to you. We help you get a quick snapshot view of where you are at financially, at any given time.

*All prices include GST

TAKE THE FIRST STEP TOWARDS SUSTAINABLE GROWTH

Running a business without a plan is like flying a plane without a dashboard—it's a risky endeavour that can lead you to make costly mistakes and miss opportunities.

Many business owners face financial & operational challenges that hinder their growth and success. These not only affect the company’s financial health, but also impact overall operational efficiency and strategic decision making.

What would your life and business look like if you felt 100% confident now, that you could make the changes necessary to feel freedom in your business? I get it! I’ve been there as a practice owner myself.

Being in business can be heavy going, but you don’t have to do it on your own. Together we will develop a practical plan that will increase your profits, your time and your chances of success.

Full Day From $2,200

Half Day from $1,210

Full Day Session + Detailed written Business Plan + Financial Health Check from $5,950

UNCOVERING YOUR BUSINESS'S FULL GROWTH POTENTIAL

To ensure you continue on the path of good financial and operational management, stick to your plan and carry out the actions needed, help from an experienced chief financial officer is necessary. We will work together to bring your financial and business dreams to reality.

If you are not getting the results you want in your organisation, then I guarantee your strategy is not right, your vision is unclear, or you have poor implementation practices.

Ongoing advisory and accountability plays a vital role in addressing these challenges, providing in depth insights, and steering your company towards success. With my expertise in financial & operational management, strategic planning, and risk analysis, I can become the reliable co-pilot that ensures your business stays on course and thrives in a competitive world.