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Helping Businesses Leverage People, Systems & Technology for Financial Freedom

We’re in the business of financial transformation and our core purpose is to eradicate financial stress. We help businesses using our Financial Transformation Framework.

It’s a unique approach to revolutionise the financial operations of your business by creating operational efficiency, optimal cash flow management, and leveraging technology systems. And we tackle some common challenges that you may encounter.

• Firstly, operational bottlenecks and inefficiencies. These are often driven by overwhelm, which slow down crucial processes and hinder operations.
• Secondly, financial stress. This results in cash flow constraints which affect day-to-day functions, supplier payments, and team morale.
• And lastly, manual and time consuming processes. These are often due to inadequate technology, which impacts efficiency, productivity, and overall profitability.

How we achieve results with our three stage approach

Stage 1: Illuminate – expose issues and opportunities, provide solutions. Within the first 30 days we look at the key areas where there is inconsistency and errors. During this process we can highlight where you’re behind, where you may be paying too much, where you’re leaving money on the table, or where you’re not compliant. You may not even realise these problems exist, or the potential impact they can have on your cash flow, profitability, productivity, team morale, client experience. We give you a detailed roadmap of how you can course correct yourself, or we can do it for you by correcting and aligning your Xero file, fixing errors and inconsistencies, and ensuring you’re compliant.

Stage 2: Streamline – implement an efficient, consistent bookkeeping system. By this stage your Xero file has been corrected and aligned, ensuring a strong foundation for ongoing financial management. Now we implement our streamlined bookkeeping solution where we remove the burden and give you back your time. We take care of the day-to-day bookkeeping, ensuring consistency, accuracy and efficiency, so you can get back to your core business activities.

Stage 3: Elevate – boost revenue, profitability and clarity. Once you have compliant and consistent bookkeeping systems in place you’re starting to get some financial traction and are ready for our mentoring and advisory program. We go deep into the numbers with you and proactively look for opportunities to increase your revenue, improve your profitability, and eradicate financial stress.