BUSINESS STRATEGY AND ADVISORY BOARD

We provide outsourced-CFO capabilities to help with your business’ day to day accounting all the way through to strategic financial planning, budgeting, reporting and improving overall finance governance and practices. Our key focus is to ensure your business scales sustainably whilst growing the bottom line.

• Day to day financial management and streamlining processes

• Financial modelling (Business profitability, inventory forecasting, business acquisitions etc)

• Financial reporting and best practice

• Xero best practice setup and implementation

• Business analysis - revenue growth & or cost saving

• Margin analysis

• Financial dashboarding to track key metrics and KPIs

• Affordability analysis regarding growth and staffing requirements.

We support your people growth strategy by providing services across the full employment life cycle. Our key focus is not only to help you attract and retain the best talent, but also ensure we help you build a positive culture of performance and engagement. Our services include: 

• Organisational structuring

• Position Descriptions

• Recruitment management

• Employment Agreements

• Award compliance, salary reviews and benchmarking

• HR policies and procedures

• KPI setting and Performance management

• People Management coaching

• Building learning and development programs

• Building culture and values initiatives

We help you and your management team improve and streamline your internal systems and processes. This can include implementing :

Inventory management software and processes. 

We have researched multiple systems and can recommend the best solution for your solution. Key benefits

• Understanding your true cost of inventory & Auto recognition of Cost of Sales in your accounting system based on sales ensuring

• Integration with online website channel i.e. Shopify

• Integration with POS systems to ensure all stock and sales within store are tracked via the inventory system

• Multi location stock tracking

• business gross margin is always tracked

• Significant data to allow for stock forecasting and budgeting

• Bill of material mapping to ensure all components of your stock are tracked and costed

• B2B (Business to Business) portal allowing companies to have customers self order reducing manual intervention

• 3PL integrations via Crossfire

Task and project management software and processes

We have researched multiple systems but recommend ASANA for ease of use and ability to customise this specifically to the use case of a business. 

Without task/project management it is difficult to keep track of a fast past work environment with multiple tasks and requirements across your team. ASANA allows you to set up best practice and track and ensure that all team are on the same page to reach project and company objectives.

What we can assist with:

• Best practice set up

• Training of all team members and champions within the team

• Customisation of the platform in line with business requirements and unique attributes of the internal operations.

• Reporting rollout

• Team checkins

Performance dashboards 

Dashboards are a key visual tool an organisation can use to motivate and track company and staff performance.

More effective internal work flows and collaboration processes

• Process improvement across how an organisation actually operates whether it be meetings, etc