As a small or growing business time is often something you are short on, meaning jobs get left or get completed to a less than satisfactory standard.
As a business owner sometimes all you need are a fresh set of eyes to look at a problem and help guide you to a solution, or some additional short-term support to get that project or request for information across the line.
Whatever your needs we have a range of skills that you can buy into on a project by project basis.
Cashflow Forecasting: working with you to build your cashflow forecast and determine how to improve your current cashflow.
Profitability: identifying which parts of your business are (the most) profitable, and any that aren’t. Discussing with you how resources could be deployed in future, to maximise profitability.
Reporting: reviewing your current business plan, budgets, forecasts and reports (if any), and identifying areas and processes for improvement.
Business Planning: working with you to identify your goals and key milestones and build your business plan, to create a focus and direction in the business, and a set of metrics that can then be measured against.
Finance System Implementation Project Management: if you are looking to implement a new finance system, or system that integrates into your finance system, effective project management is key to success. Even if your chosen finance system is not Xero we can help you with the project management.
Expensify is a third party expenses app that integrates with Xero, and a number of other finance systems.
When built and used correctly Expensify has very good workflow that provides significant benefits to a business in the time spent entering, coding and approving expenses, whilst greatly improving expense policy enforcement compared to a paper based system.
Ensuring Expensify is properly set up, and you staff are properly trained in using the system is essential if you are to benefit from your investment.
Working with you, we can either review your current implementation or implement Expensify from scratch, to ensure it delivers to the expenses policy that you want it to.
We can then define the training your managers/approvers and staff require, to ensure your use of Expensify is as hassle free as possible.
WorkflowMax is a Project Management software system, now owned by Xero.
The system will allow you to control a project/job from quote, through issuing invoices, recording time spent on the project by staff to project reporting.
WorkflowMax is ideal for service based businesses who track how their staff spends their time. Projects can be set up to bill based on time charged, if that is how your business operates.
Ensuring WorkflowMax is properly set up, and you staff are properly trained in using the system is essential if you are to benefit from your investment.
Working with you, we can either review your current implementation or implement WorkflowMax from scratch, to ensure it delivers to the maximum.
We can then define the training your managers and staff require, to ensure your use of WorkflowMax is as hassle free as possible.
Systems & Processes: reviewing your current systems and processes to ensure they are as efficient as they can be, whilst still being compliant.
Internal Controls: ensuring you have robust and reliable internal controls, that can be scaled efficiently as you grow, and will stand up to scrutiny if you are audited (e.g. as part of funding due diligence).
Risk Management: working with you to identify, document and mitigate your business risks, and building core competences in your staff for managing risk.
Board Structures: working with you to identify the best structure of Board Sub-committees, membership, terms of reference, etc, including the all important Audit & Risk Assurance Committee.
Interested in seeing how our services could benefit your business, or know someone who may be interested in our services?
Please get in touch and let’s workout how we can support you in building your business, and help you achieve your business goals.