How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance...

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How We Can Help You

Transcript of How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance...

Page 1: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

How We Can Help You

Page 2: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

We have an exciting announcement for you!

We recently joined a global alliance of consulting

accountants who are focused on helping small to mid sized business clients (like you) run more valuable, more profitable and more enjoyable businesses.

Page 3: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

We are members of the Principa Alliance

And we’ve selected you to be one of the first to learn about the different

ways we can add value to your business using the truly unique analytical and consulting tools

we’ve invested in for you.

And this is just the tip of the iceberg ...

Page 4: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

So what does that mean for you?

Simply put, that we intend to do so much more for you than simply ‘keep the score’.

We work with you to identify areas in your business that are not realising their full potential and help you improve them to build a stronger, more valuable and profitable future.

How our membership in the Principa Alliance will help you and your business…

Page 5: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

1.Lack of business/management experience and ability

2.Inadequate, inaccurate or non-existent books and records

3.Inadequate sales (too few customers for too many competitors)

Why do most small businesses fail to deliver on the vision their owners had for them?

Page 6: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

Our goal is to help you grow your business

Monitor and refine

Evaluate your business health

& current position

Explore your business’ profit potential

Identify improvement areas and develop a

business improvement strategy

Implement the Business

Improvement Program

Page 7: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

Here’s how we work with you – together we evaluate your current business position

Evaluate Your Business Health and Current Position

FinancialFinancial

OperationsOperations

MarketingMarketing

People People

ProfitProfit Quality of Quality of life for ownerslife for owners

Page 8: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

We conduct an analysis of your business strengths and weaknesses

Build on StrengthsMaximise

Opportunities

Minimise effects of threats

Divest – pull out of the

market place

Improve on weaknesses

Opportunities

Threats

Strengths Weaknesses

S.W.O.T Matrix

Page 9: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

We conduct an analysis of your business strategy

External Factors Impacting Strategy

Competition

Physical

Economy

Social Patterns

Technology

Legal / Political

Environment Ethics

= Opportunities / Threats

Page 10: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

We conduct an analysis of your business strategy

Internal Factors Impacting Your Strategy

Performance

Physical Resources Financial Resources

Business Capabilities

Human Resources

= Strengths / Weaknesses

Page 11: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

Together we learn where small improvements can make a dramatic difference to your business success

Explore Your Business Potential

We identify areas that can be We identify areas that can be

improved and can add $$ to improved and can add $$ to

your bottom line profitabilityyour bottom line profitability

Page 12: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

We analyse your business operations - how can they be better?

Operations

Inputs

•People•Capital•Equipment•Materials

•Transformation•Process

Outputs

•Goods•Services

Page 13: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

We analyse your sales and marketing processes – are you missing opportunities and losing profits?

Sales and Marketing

ProductsProducts

PositioningPositioning

PromotionPromotion

PricePrice

Page 14: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

Your people drive your business success – do you have a successful people strategy?

Your People Plan

Recruiting andRecruiting and Selecting the Right Selecting the Right

PeoplePeople

Getting the MostGetting the MostFrom Your TeamFrom Your Team

Page 15: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

We analyze your financial management strategy – are you utilising your capital investment to it’s maximum potential?

Financial Management

Costing and PricingCosting and Pricing Budgeting and Cash FlowBudgeting and Cash Flow

Business FundingBusiness Funding

Page 16: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

We explore the critical importance of being customer focused.

Learn What Your Customers Are Really Buying

Customers Buy Customers Buy Differences Differences

They Perceive!They Perceive!

Customers Buy Customers Buy Differences Differences

They Perceive!They Perceive!

Page 17: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

Most business owners are so busy doing what the business does they don’t have time to build it or maximise their efforts

Work ON not IN Your Business

Most people work

ININ their

business

The key to success lies in

working ON ON it

Page 18: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

Very importantly, we’ll help you build a business that works without you – so that can choose not to if you want.

Build a business that works without you

If you build a business that doesn’t operate without you, you haven’t

created a business.

What you’ve created is a job

Page 19: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

We help you implement business improvement strategies so your business is more valuable and more profitable…

We Are Your Long Term Business Coach

1. Ongoing implementation and business management advice

2. Your external CF0 – performance monitoring and measurement

3. Internal systems development and business process enhancement

4. Customer service and team training

Page 20: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

The Business Dashboard - With our groundbreaking technology, we put you in the drivers seat of your business.

No more wondering or guessing how your business is tracking. With the Business Dashboard you’re in control – every single day.Your Business Name

Page 21: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

With all that in mind, you may well be asking …

Where do I start?

Page 22: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

So where do you start …?

Start by meeting with us for a FREE 1 hour consultation where we can explore your hidden business potential

Page 23: How We Can Help You. We have an exciting announcement for you! We recently joined a global alliance of consulting accountants who are focused on helping.

Call now and talk with us about how we can help you build a truly amazing business.

Visit us on the web at dollarsandsense.co.nz or

Call us on 09 634 3150to learn more about how we can help

you make your business more valuable and more profitable.