Appointments

Would you like me to help you?

We help business owners who are struggling to grow and increase profitability of their business.

We help you to achieve efficiency in operations, compliance, tax and wealth maximization, without requiring a significant increase in time, resources and expertise.

If you’re ambitious, if you want to grow your business and make more money, then we can help. My team and I have helped hundreds of business owners build successful businesses. It’s what we do.

Are you working too hard for too little money?

If you’re here, chances are you have some challenges in your business right now. Have you ever felt…

If so, you’re not alone.

I’ve been there too. Despite my experience and professional training, as a business owner, I struggle with the same challenges. I had to learn the hard way how to build a profitable business. And here are the key things I discovered…

To build a truly successful business you have to avoid all these problems that trip up many business owners:

When you work with me, I will show you how to build your business strategy, how to grow and, ultimately, build a more profitable and successful business.

How we help you

I will give you the exact steps you need to get the results you want from your business. We will work together to create a plan for growth, for improving your cash flow, for becoming more profitable. It all boils down to a plan for making you more money.

But there’s a problem (a problem we learned the hard way)…

… you can’t manage profit.

You see, profit is simply an end result.

Behind every business is a business model. Numbers drive that business model. When you fully understand your business model and how the numbers work you will be able to manage and improve the drivers of profit.

Every business is different and will have its own unique business model and profit drivers. Nevertheless, for most businesses there is a generic model. We call it “The 9 drivers of profit”.

How our process works

Step 1: Apply

We need to be sure you are the right client for us. To do that, simply complete our online application. It usually takes less than 10 minutes to complete and submit. It will also help you create some clarity over what is most important to you. We typically respond to you within 3 working days. Click here to get started…

Step 2: Can we help you?

If your application is successful the next thing we do is meet with you. We do that online, which means you don’t need to travel. All you need is a computer, an internet connection, webcam and microphone.

The purpose of this first meeting is to discover if we are a good fit for each other. In other words, whether we can help you solve your business problems and help you achieve your goals. We call this our Full Diagnostic Consultation.

There is a $299 fee in order to schedule your Full Diagnostic Consultation. This is paid for in advance. At the end of the consultation one of three things will happen:

• We agree to work together

• You take away the knowledge you gain and implement yourself

• You ask for a full refund on the basis that the Full Diagnostic Consultation was of no value to you whatsoever; I’ve never had to write a check but it’s there for your peace of mind

If we agree to work together, we will arrange a second meeting. This could be another virtual meeting (which means we can help you wherever you are in the world), or in person at our office. And if we agree that your most pressing issue is to help you grow your business, grow your profit and improve your cash, the next meeting is a Profit Diagnostic Review.

Note: Sometimes we may discover there is another more pressing need (such as updating your accounting system or tax compliance). Where that is the case, Step 3 may come later. We can be flexible to solve your most important problems.

Step 3: The Profit Diagnostic Review

We meet with you (again, online with webcam if you prefer) to explore the profit potential in your business and agree an action plan. Some of the things we will cover in this Profit Diagnostic Review include:

We will take you through the 9 Drivers of Profit and show you how to grow profitably
Using a software approach, we will look at your numbers and consider some different scenarios and the potential impact on your profits
We typically come up with 3 strategies you can implement to increase your profits and take your business to the next level
At the end of the meeting you will have some powerful actions for increasing your profit.

If you want us to help you realize this profit potential, we will invite you to become one of our VIP clients.

Step 4: Become a VIP client

VIP clients are those business owners who want to work with their accounting professional every month to achieve success.

All successful businesses know you need to have your finger on the pulse for making the right decisions. That means having access to the most up-to-date numbers for your business.

And not just having access to those numbers, but also fully understanding them and how to use them to guide your strategy and decisions.

Every month we produce detailed business management reports for you and help you to understand and interpret the numbers. You benefit from:

Business management information, which will help you understand exactly what is going on in your business
Analysis of financial trends, to help you make better business decisions and improve your profits
Regular review meetings. We’ll even attend your board meetings if needed, as a resource you can call upon for business advice, acting as a facilitator or sounding board for your ideas
Help with setting your business, and even personal, goals. After all, your business is part of your life
Help identifying and tackling the major challenges facing your business

Would you like me to help you?

If you’re ambitious, if you want to grow your business and make more money, then we can help. My team and I have helped hundreds of business owners build successful businesses. It’s what we do.