Our Services
We provide guidance across business strategy, sales and marketing, financial planning, operations, digital transformation and regulatory readiness. Each service is designed to address a specific business need while considering the wider objectives of the organisation.
Many businesses operate without a clear direction for the next 12 to 36 months, reacting to events rather than shaping them. Our advisory work establishes where the business should go and which priorities matter most. We evaluate your business model, market position, competitive pressures and financial performance, and deliver a strategic plan with defined objectives, priorities and a practical timeline for execution.
Revenue growth stalls when customer acquisition depends on referrals, discounting or ad hoc promotion. Our sales and marketing advisory brings structure to how the business finds, wins and retains customers. We evaluate target segments, positioning, pricing, channels and the existing sales process, and deliver a sales and marketing plan with clear priorities, a practical calendar and measures to track performance.
A business can be profitable on paper yet still struggle to meet payroll, supplier payments and tax obligations on time. Our financial advisory gives owners a clear, forward view of their cash position. We evaluate income patterns, cost structure, working capital and existing financial controls, and deliver a cash flow forecast, a monthly budget and financial targets the owner can monitor with confidence.
When critical knowledge sits with one or two people, quality varies, errors recur and the owner cannot step away. Our management advisory turns informal practice into documented, repeatable ways of working. We evaluate how work actually flows, where responsibilities overlap or fall through, and where quality is lost, and deliver written procedures, role definitions and review routines your team can follow consistently.
Disconnected tools, manual re-keying and uncertainty about e-Invoice obligations cost SMEs time and create avoidable risk. Our digital advisory helps you choose and sequence the right systems without over-investing. We evaluate your accounting, invoicing, point-of-sale and workflow tools against your actual operations and MyInvois requirements, and deliver a prioritised digital roadmap with recommended solutions, estimated costs and a realistic implementation order.
Statutory filings, employment obligations, tax and SST registration and licences are easy to overlook and costly to get wrong. Our compliance advisory gives owners a clear picture of what applies and what needs attention first. We evaluate company registration, annual filing, employment and licensing requirements, and deliver a prioritised compliance checklist, referring you to licensed lawyers or tax agents where specialist advice is required.
Our Approach
We begin by understanding your business as it stands: sales, marketing, finances, operations and systems, together with the objectives you are working towards.
We agree clear objectives with you and set out a practical, prioritised action plan with a defined scope, responsibilities and timelines.
We work alongside your team, onsite or online, to put the plan into practice and resolve the issues that surface along the way.
We measure progress against the objectives agreed at the outset, report on the results and set out the recommended next steps.
Fixed-Scope Projects
Each project addresses a specific business need within a defined timeframe and produces a documented deliverable. Submit an enquiry and we will respond within two working days.
Designed for any SME owner who wants an objective, outside view of the business and a clear sense of what to address first. A single two-hour session results in a concise report of your top five priorities.
Designed for businesses preparing an application for a bank loan, government financing or investor funding. Over two to three weeks we build the plan and a three-year financial projection with you, with two rounds of revisions included.
Designed for business owners who want to see cash shortfalls coming rather than discovering them at the bank. Over two weeks we build a 12-month cash flow forecast and a monthly budget, then hand them over with a working session on keeping both current.
Designed for businesses that need a clear, practical plan to attract and convert more customers. Three sessions over three weeks define your target customers, review your pricing and set out a three-month marketing calendar and a sales script for your team.
Designed for businesses where critical knowledge sits with a few key people and work needs to be done the same way every time. Over three to four weeks we map and document three core processes and walk your staff through them onsite.
Designed for growing teams that need defined roles, a basic employee handbook and a consistent way to review staff performance. Over three to four weeks we prepare the core HR documents with you, with two review sessions included.
Designed for SMEs that want clarity on which systems to improve, replace or adopt, and whether e-Invoicing through MyInvois applies to them. A one-week review of your current tools results in a prioritised digital roadmap with estimated costs.
Looking for ongoing advisory support? View the advisory packages