Strategic Advisory Services

The fastest way to see positive change.

This is the service we are most excited and passionate about.

Our aim is to help you run a more successful, profitable business.  This is how we can do that and where you will really start to see results and changes happening in your business.

So what is Strategic Advisory? It is a journey that encompasses all of the following points:-

Goal Setting

Strategic Planning

Management Reporting


Ongoing Advice


Package Options

The tables below summarize what is included within each of our Strategic Advisory service levels. To help you identify the best option, here is a quick overview:

Peak Performance

This is the ultimate package for those business owners who want to work closely with their accounting professional and take your business to the next level. You will receive one-on-one business coaching, as well as more comprehensive financial forecasting to make longer term strategic decisions. This is a full management package, bringing you monthly reviews and business management support. Think of it as your outsourced CFO.

Business Growth

This iso our most popular advisory option because we add planning and forecasting, so that you have a roadmap for your business. Planning leads to growth, and the ability to see plan-versus-actual financial data on a regular basis will help you stay on track. You get valuable reports to help you manage your business and support to help you understand your numbers, make the best decisions, and achieve your goals.

Business Insights

Business Insights is primarily focused on reporting. It’s a great place to start and get helpful insights. You will have access to real-time data in an easy-to-understand format. Business Insights also includes upfront goal setting, which means you’ll have measurable targets to track performance against.

Detailed Management Reporting


Trend Analysis


Goal Setting

Strategic Planning

One-year Forecast

Business Pitch

Long-term financial planning

Lean Business Plan

Financial scenarios and modelling

One on One business coaching and mentoring

Monthly reviews and accountability checks