Together we craft a plan – a journey – to help you reach your goals. And we stay with you, side by side, throughout the journey to be your guide and on-call expert so you continue to make progress.
We’re not like typical business management consultants
We won’t “borrow your watch to tell you the time” (as the old saying goes). And we won’t implement one-off projects and then leave you on your own to manage it. That just adds more pressure for you. Instead we provide specific practical guidance and help you embed improvements into the fabric of your business.
We have a better way; a modern way
Our proprietary 5P’s framework includes you and your team working with us to identify the right blend of actions, skills, knowledge and procedures that will improve your business outcomes and your business life. We’re on the journey with you.
We’re not like traditional accountants
In fact, we’re probably not like any accountants you’ve met before. We don’t dwell on previous accounting results and give you financial history lessons. We help you see the future. Yes, we certainly do review past performance, but the value for you is in using current data and financial insights to drive future business performance.
Did you know?
Most business owners struggle to get sensible advice and guidance from their accountant on how to grow their business. Why? Because 81% of accountants lack confidence in giving business advice*. As a result, they focus on looking in the rear vision mirror doing compliance work for last month or last year, instead of looking forward through the windscreen to help you achieve your goals for tomorrow.
We create digital dashboards that feed from your live accounting data to give you an immediate and up-to-date status on your key performance indicators. No more waiting for last months figures from your accountant.
Many accountants are stuck in the past and are happy to focus on doing compliance and tax accounting work. But successful businesses need more than that. That’s why we also incorporate relevant tools and models from financial accounting and management accounting to give you the insights you need to reach your goals.
Read more about our cloud accounting services and how that can benefit your business, no matter where you are located. Even if you don’t use cloud accounting we can still help you tap into your financial data to gain a deeper understanding of how your business is performing.
Affordable fixed fees
We don’t charge by the hour. Ever. Not even for online accounting services. And we don’t bill you for every conversation, phone call or email communication. Why not? Because it’s a distraction from our main focus, which is to help you achieve results and get to where your business needs to be.
Instead we offer clients a fixed monthly fee that covers all the work we do. Simple.
Importantly, we do give you a clear list of everything that will be covered in your customised program along with an action plan for implementation. There are no surprises, extras or hidden expenses.
The Pathfinder 5P’s: our model for your success
There are many moving parts that need to be properly planned and managed for any business to be successful. After years working with businesses of all sizes we have developed the Pathfinder 5P’s to ensure we address all aspects of your business.
Our proprietary process will help you identify what you need to address (and what you don’t), which items you need to prioritise, and will create a schedule for when each activity needs to happen. Plus we work with you, supporting you to embed the changes and to answer any questions you may have along the way.
The business improvement process can sound deceptively simple. In reality it requires a great deal of experience, organisational capability and business insight to bring to fruition. Too often the business gets distracted during the process and overlooks the implementation stage, leading to poor outcomes and a return to how things were done before. That’s why we provide an integrated hybrid service that combines consulting, coaching, mentoring and training to really help your business get traction and reach your goals.
Where do we start?
We specialise in working with clients who operate in the business-to-business sector including services and technical products, or manufacturing. Generally speaking our clients have from 5 to 50 employees (sometimes more) and have a proactive attitude towards growing their business. We work closely with each client over an extended period of time, usually focused on achieving certain goals through a 12-month action plan.
As part of the 12-month plan our work with clients includes providing:
- Friendly, professional and practical analysis and planning
- Customised in-house training on a number of skill areas
- Mentoring systems and training for senior staff
- Coaching for managers and owners
- Introduction of proven proprietary processes and tools that help your team get better results
- And of course the regular business advice and management guidance to keep it all on track
Where required, as part of our mutually agreed 12-month plan, we will also help you assess and connect with suitable external providers to access specific knowledge and resources that have been identified as a component of your overall development program. We don’t leave you to do that on your own. It’s all included in your fixed monthly fee!
The Pathway to Success
We like to be sure that we are a good match for you, and that we get started on the right foot. So before any long term commitment is required our initial engagement may focus on our Pathway Program.
The Pathway Program is conducted with your management team and includes structured workshops and accompanying preparation and documentation of outcomes. It is an effective and highly valued process for helping you establish clear priorities for future growth.
We have three program options to suit businesses of different size, so we can be sure the process will work for you. From this program you will gain new insights and specific guidance on what your business priorities are, why they are priorities, and how to achieve them.
As with all our work, our approach for the Pathway Program is to focus on “Where your business needs to be”. It’s about you and your goals.
After we have completed the Pathway Program you may choose to use the insights and recommendations we provide and work independently towards your goals without further assistance from us. And that’s OK.
However if you feel you would benefit from more help, support and wisdom along the way we can discuss suitable options for working together under our fixed fee monthly membership.
* Bstar Accountants Research Report Australia 2016