Need urgent for advice. I strive to reply to emails within 12 hours and take your call on any day of the week.

You don’t know what you don’t know. Many Business Owners need the Finance Function to process all the business activities including Invoicing, Paying Bills, Payroll etc. I am often engaged to oversee this function to ensure accuracy of reporting and act as a mentor to the accounts staff.

During the growth phase of your business and planned replacement of assets, it’s critical that cashflow is preserved for working capital and rewarded for investment and performance from business owners.  I will work with your financier, providing all the information so you can concentrate on what you do best. If you don’t have a financier, I will find you one. If you are unhappy with your current financier, I will manage the transition process to a new provider.

Core Values are the essence of a company’s identity. They support the vision and shape the culture of an organisation. Creating Core Values for your business provides a great foundation and guide for how your team should interact with your clients and each other.

Attendees will complete pre-work to get thinking about their values and vision so that everyone is prepared to gain maximum benefit from the 4-hour session. I’ll then guide you through our structured process to create up to five Core Values with definitions that will underpin the expectations of behaviour within your organisation.

Core Values make leading and managing a team and client expectations much easier. When your team live and breathe your Core Values, you’re more likely to achieve your business goals. As Management Consultant and Educator Peter Drucker once said, “Culture eats strategy for breakfast”.

Every business has a governance function, no matter how small. Effective Governance is the cornerstone to business success and longevity and all business owners and company directors understand governance best practice.

Good governance is essential to add value and minimise risk and a Governance Plan is crucial to help reduce stress and increase your company’s value. I’ll help you develop a Governance Framework Plan and Governance Action Calendar, identifying significant opportunities and risks to be managed.

I’ll help you maximise shareholder value, achieve your strategic goals, and minimise risk in your company.

Many businesses don’t have absolute clarity around their team’s defined roles and responsibilities. Often this results in business owners wearing too many ‘hats’, meaning precious little time to spend on business strategy or high-level activities that create real value for your business.

An Organisational Review will help you to build a functional Organisation Chart, visually defining departments, functions, roles, and responsibilities. I’ll help you structure your business so it’s more sustainable, scalable, and ultimately, saleable.

For a business to run effectively and efficiently, there needs to be a clear Organisation Chart to define its departments, functions, roles, and responsibilities.

This workshop series consists of three half-day workshops with non-competing businesses, spread across three months. You’ll learn the principles and fundamentals of the Organisation Chart and build your first draft at the initial session. You’ll then build job descriptions for key roles and formulate a plan to roll out your new structure and maximise team performance.

Every business should have a Marketing Plan. It’s essential to understand your marketing Key Performance Indicators (KPIs) to measure the effectiveness of your marketing strategies and ensure continuous improvement.

I want to help you create a 12-month activity-based Marketing Plan with clear goals and actions to generate more leads and improve customer retention. We’ll help you clarify your purpose, positioning, and unique selling point to target the right audience.

My goal is to provide clear direction and ensure you spend your marketing budget on the strategies and tactics that will deliver the best outcomes.

Many business owners are very good at what they do but have never had formal sales training. Can you easily articulate the value of your product or service to your customers?

Designed to help you improve your sales processes, Values Based Selling helps you increase productivity, efficiency, and profit. It enables you to give price certainty, confidently handle changes in work scope, and eliminate fee surprises for you and your clients.

This coaching programme helps build your sales knowledge, focusing on powerful selling techniques, writing sales proposals, and defining your Terms of Trade. I’ll also help you create and implement an ongoing Sales Action Plan.

Value Based Selling encourages a return proportionate to the value you’re providing clients, freeing up time for you to concentrate on other revenue-generating activities.

Succession Planning helps you clarify what you want for the future, considering business, personal, and family expectations, and defines the steps required to turn that vision into a reality.  At least 3-5 years is the ideal timeframe to make sustainable improvements – the more time you have for planning and implementation, the better.

The half-day Succession Planning session provides an overview of important considerations, succession options, and processes relevant to your business. You’ll then define your succession timeline, identify your ideal succession scenario, and look at opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust Succession Plan.

I’ll then set quarterly and 12-month goals and actions. As a result, you’ll have a roadmap to guide decision-making and ensure your business is in the best position to achieve maximum return on your hard work and investment.

Feeling frustrated with processes in your business. Having clunky processes is costing you productivity, frustration and costing you dearly. I have access to professional advisors to assist.

I am not a Personal Financial Advisor, and this aspect of personal life is often overlooked. I will guide you in the process to find a reputable provider as required.

I work very closely with your Professional Tax Advisor who is tasked with the compliance of minimising your tax. If you aren’t happy with your Tax Advisor, I can manage the process to move you to another Professional Tax Advisor and take the stress from you. 

Depending on the size of your business you will either manage HR yourself, outsource the HR process or employ a full time HR professional. I work closely with HR as they are assisting to manage your greatest asset – your employees.

I work with your Finance Provider. If you don’t have one, I will find you one. If you are unhappy with your current Finance Provider, I will manage the transition process to a new provider.