Business Performance Plans

Get greater insights into the financial side of your business and improve your performance with accountability and discipline – through expert advice, support and education.

How we help

Our tailored Performance Plans build on the foundation of the services offered in our Business Essentials Plans to help you better understand your business.

Insight

Our team monitors and assesses your business’ activities, talking you through the numbers and what they mean for the health of your business.

Discipline

We meet with you regularly to foster discipline and accountability in how you operate by keeping you focussed on the actions that matter.

Historical analysis

Our comprehensive Historical Performance Reports help you to understand the drivers of your business and identify any areas of improvement. We then assist you in implementing the right structures and systems to achieve better performance.

Forecasting

We produce comprehensive financial forecasting to assist you in pre-empting any issues that may arise in the future and to anticipate where your business is headed. With a custom built financial model for your business and regular reforecasting we keep your eyes on the road ahead.

Pricing

Starter

$165 – 300/month


✓ Preparation of historical dashboard highlighting KPI’s of the business

✓ Monthly or quarterly phone call with a senior advisor to discuss the report

Standard

$330 – 600/month


✓ Preparation of historical report highlighting the KPI’s and trends of the business including written commentary and analysis

✓ Monthly or quarterly in-person meeting (or web conference) with a senior advisor to discuss the report and determine action items for improvement

✓ Delivery of a pre-meeting agenda with topics for discussion based on previous meeting and any matters raised for discussion between meetings

✓ Delivery of meeting minutes (post meeting) including summary of discussion points and action items

CFO

from $1000/month


✓ Preparation of historical, budget and/or forecast report highlighting the KPI’s, trends and future cash needs of the business including written commentary and analysis

✓ Monthly or quarterly in-person meeting (or web conference) with a senior advisor to discuss the report and determine action items for improvement

✓ Delivery of a pre-meeting agenda with topics for discussion based on previous meeting and any matters raised for discussion between meetings

✓ Delivery of meeting minutes (post meeting) including a summary of discussion points and action items

Please note: Our Business Essentials Plan is a pre-requisite for Business Performance Plan.

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