Strategic business planning and coaching
We bring our planning and coaching services together to help you map your goals, sharpen your finances, and drive accountability. We’re passionate about understanding every part of your business—why you do what you do and how we can support you to reach your goals and dreams.
We’ve been where you are. We started small and followed a clear, documented plan with defined action steps to grow into the business we are today. We want to walk alongside you, celebrate your successes, and help you bounce back from setbacks. We believe that with passion, motivation, and determination, you can succeed in whatever you set out to do.
How we work
- Understand your current position.
- Clarify where you want to go, mapping out a strategy and roadmap for success.
- Review your accounts and systems, providing practical feedback.
- Provide planning coaching sessions to capture and document your goals.
- Help you develop a detailed annual strategic business plan.
- Identify key risks and suggest ways to minimise them.
- Prepare budgets and cashflow forecasts for funding or accountability.
- Introduce you to other trusted business services if needed.
- Discuss succession planning so you’re ready when it’s time to exit or transition from your business.
Reach out and let’s chat about how we can help you reach your goals.
Monthly or quarterly coaching
You might feel alone as a business owner, juggling multiple responsibilities day to day. Monthly or quarterly coaching provides a regular forum to bounce ideas around and make plans. It’s about accountability and ongoing support.
- Stay on track with your business plan and goals.
- Identify and resolve burning issues early.
- Gain clarity on your priorities and maintain momentum.
- Tap into our collective wisdom for strategies and solutions.
You’ll meet with a senior team member who’ll help review your results and clarify where improvements can be made. We’ll also discuss ideas to overcome obstacles and stay aligned with your long-term direction.
KPI improvement coaching
This service focuses on the numbers that really matter—your key performance indicators. We’ll help you identify and measure these, then put steps in place to improve them.
- Learn how to capture and interpret 3–5 critical KPIs.
- Streamline processes to boost efficiency and profit.
- Encourage accountability by setting meaningful targets.
- Gain insight into how you can increase productivity and reduce bottlenecks.
We meet regularly to review progress, refine strategies, and keep you accountable for ongoing improvements in your KPIs.
Financial awareness coaching
Understanding your financials is the foundation of solid decision-making. This coaching arms you with the knowledge to interpret reports and manage cashflow effectively.
- Get comfortable with key accounting concepts and terms.
- Learn to produce and interpret your own financial reports.
- Understand how small changes can have a big effect on your bottom line.
- Discuss new ideas and solutions between sessions as needed.
Our goal is to give you confidence in your numbers so you can make faster, more informed decisions.
Business planning
Success often starts with a plan. Business planning is a focused session where we work together on your vision, goals, and action steps.
- Step away from daily tasks to clarify your direction.
- Establish realistic financial and performance targets.
- Break large objectives into manageable tasks.
- Identify any potential risks or opportunities early.
By the end of the process, you’ll have a concise one-page plan and a clear set of strategies to achieve your goals.
Succession planning
Every business needs an exit or transition strategy, even if you’re not thinking of leaving soon. We guide you through the steps to secure your future value.
- Clarify personal, family, and business objectives.
- Identify and plan for potential successors or buyers.
- Address any legal, tax, or structural gaps ahead of time.
- Strengthen systems and processes for a smooth handover.
By beginning early, you’ll avoid stress later and help ensure you get the best result when the time comes.
Cashflow management
Poor cashflow is a leading cause of business challenges, even when sales are strong. We help you forecast, plan, and monitor your cash so you can respond to changes effectively.
- Pinpoint and fix the underlying causes of cashflow issues.
- Set up a realistic cashflow forecast and regularly compare it to actuals.
- Tackle short-term gaps before they become problems.
- Reinforce habits that lead to stable growth and a healthier bottom line.
This helps you plan investments, avoid late fees, and fund your next big step.
Governance planning
Good governance helps you make better decisions and manage risk. We’ll support you in setting up a structure that adds value and aligns everyone on the same path.
- Separate operational and strategic responsibilities.
- Define clear roles for directors, managers, and stakeholders.
- Assess your current board and create a governance action plan.
- Set annual and quarterly goals that the entire team can follow.
Effective governance means fewer surprises and a board that’s actively driving success.
Organisational review
Many owners wear too many hats. This service helps you build a functional organisational structure that clarifies roles and responsibilities.
- Reduce overlap and confusion in daily tasks.
- Redistribute lower-level tasks so you can focus on strategy.
- Increase team satisfaction through clear opportunities for growth.
- Strengthen business continuity, making your company more sustainable.
We’ll review your current layout, provide recommendations, and help you refine a final structure that serves your long-term goals.
We don’t just crunch numbers—we genuinely care about your success. Our approach is personal, proactive, and backed by hands-on experience. If you want thoughtful guidance to grow, improve, or transition your business, we’re here to help.

Ready to strengthen your business? Let’s work together. Schedule your no-cost initial Proactive Accounting Meeting (PAM) to see what’s possible.
