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Our Advisory Programmes

Struggling to manage money in and money out?

Budget Cashflow

Step into a financial journey where empowerment meets economic understanding
In a world where every dollar counts, we're here to support businesses in navigating the often complex realm of cashflow. Forget the financial jargon; we're all about making budgets work for you, turning them into a tool of empowerment rather than restriction.

Our Advisory Programmes

Is this service for you?

If you're looking to gain a clear perspective on your budget cashflow so you can make sound financial decisions, this service is for you.
You'll be adept at comparing your budget with real-time figures and leveraging the budget manager tool in Xero. We'll ensure you can efficiently identify and address budget variances - enabling accurate forecasting and data-driven decision-making.
Contact us to find out more

What's the process?

Wondering what to expect when you call us?

Consultation

Let's meet to understand your needs. It's complimentary

Let's start with the pre work

Pre work helps the session run smoother and maximises the value you receive

Pre Work Review

Once received we will review the pre work and get the ball rolling.

Budget Cashflow Session

Well work together for about 2 - 3 hours to create your Budget Cashflow. You will also be educated on how to up date your Budget Cashflow

Update your Budget Cashflow

Compare your forecast with the actual data and dig into the reasons behind meeting or falling short of your expectations

Budget Cashflow Coaching

Optional Extra. You can work with us periodically to review and optimise your Budget Cashflow. We can give extra tips and hold you accountable!

What you will learn

  • Learn the difference between cashflow and profit
  • Understand how cash moves in your business
  • Be able to update your budget cashflow yourself
  • Plan for scenario changes throughout the year
  • Be able to monitor cash and profits against your budget
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What you will get
A comprehensive 2-3 hour budget cashflow training session led by one of our experienced accounting advisors. During this personalized session, you will create a budget cashflow - project your 12 month forecast predicting your income and expenditure while building the capability to review and update your budget personally.

We will also provide a recording of the session for your future reference, allowing continued access to the lessons learned and insights shared.
Upon inquiry into the budget cashflow, ask us about funding options for up to 100% of the course.
Contact our
team today