Business advisory

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Business advisory software for accountants

  • Assists businesses to become more profitable, valuable, and scalable
  • Assists individuals in growing wealth through intelligent investing, optimising personal finances, tax minimisation, and business structures.
  • Benchmarks a business’s performance against similar-sized companies.
  • Import Xero Tax clients and client groups (synched with XMP and Xero Tax).
  • Import the client’s Xero financial data in 60 seconds (including income, expenses, assets and liabilities).
  • Assess the client’s current financial position (i.e. sales, profitability, and net worth).
  • Business advisory database. The 150 + strategies are constantly revised and updated.
  • The software highlights the expenses that exceed the benchmarks and needs to be reduced through cost savings and efficiency redesign.
  • Beautiful business advisory report, including charts and graphs. The information includes current versus benchmarked profitability, action required, an explanation of selected business advisory strategies, an implementation process, and a net worth statement.

How our business advisory services can help you

  • Increase profits – We benchmark your business against your industry's 20% most profitable businesses. We then work with you to implement the strategies/changes required to improve your profits and move you towards the top 20%.
  • Grow sales – We work with you to implement the strategies/changes required to increase your sales.
  • Protect assets from creditors, lawsuits or divorce – We implement a tailored asset protection plan that protects your assets.
  • Increase cash flow – We work with you to implement the strategies/changes required to increase your cash flow.
  • Work less, experience less stress, and improve your lifestyle - We work with you to define your aspirations and implement a tailored plan to achieve these objectives.
  • Increase wealth - We work with you to increase the value of your business and help you grow investments through intelligent investing, optimising personal finances, tax minimisation, and business structures.
  • Estate planning - looking after loved ones—Working with legal experts, we tailor an estate plan to ensure your wishes are implemented.
  • Succession planning or selling the business - Making your business more attractive to buyers and helping you transition it to the next generation of family members.
  • Being able to work in the business as an owner instead of as a technician - Freeing business owners from technician-type roles so they can focus on strategy and business improvement.
  • Finance to purchase a house, investments or refinance at a lower rate – We can manage and facilitate all your financing needs.