Proactive financial strategy. Your profitability and goals at the forefront. Peace of mind that an accountant has your financials covered.
As business leaders are you past talking about tax deductions?
Are you looking to proactively manage your profit + cash strategy?
Are you ready to know your financials more intimately and are seeking clarity and transparency around your figures to make better, more profitable, financially savvy decisions consistently?
Financial strategy and analysis is not just for large publicly listed corporate companies.
Having a tax accountant and bookkeeper is great. But tax compliance and minimisation is only one part of ensuring the financial longevity of your business.
If you run a business that is fast paced, dynamic, in a growth phase, has multiple income streams or has more complex revenue strategies or profit margins, you may not have the time to pull together regularly the story that your finances are telling you. When we don’t keep an eye on this, we miss the red flags, the small changes in demand, sales volume, expenses or profitability.
HOW DOES THIS WORK?
CUSTOMISED FINANCIAL REPORTING
Being a business leader definitely means you do not need to be the person trawling through your business’s detailed financial reports. These are usually tax focused anyway.
You need the key facts. This is my experience with a decade in a global corporate setting. Business leaders need a summary of the Key Performance Indicators. With a focus on Cash Flow management and Profitability measures.
proactive strategy + planning
Only from a place of knowing your financials with absolute clarity and transparency, can cash flow forecasting and profit focused strategies be devised. Big dreams and goals can be translated into their financial equivalents and the business leaders devise a plan for the longevity of the business.
INCORPORATING A PROFIT FRAMEWORK
Bringing cash flow and profit to the forefront in decision-making allows for business leaders to ensure that all projects, new product or service development, existing operations or joint ventures display a good return on investment.
Having a Profit Framework is a way to keep track of these, without taking up to much time and energy. Using a three pronged approach,this places the business in the best way to remain not only financially viable but thriving.
This work is conducted in online appointments with the business leaders. Depending on the requirements this may be monthly or quarterly.
“Every time I get the opportunity to meet with Lynda I walk away feeling empowered, heard and back in control. Managing money is an ongoing challenge for me. Lynda understands that for me money isn’t everything, whilst I want to manage it well and live comfortably, our interpretation of wealth contains many things, not just dollars and cents. I look forward to continuing my relationship with Lynda.“
~ Renai Mouton, Renai Mouton Consulting
“Lynda combines a no-nonsense, straight-talking approach with warmth, sensitivity and a keen listening ear. She takes a genuine interest in the health of your business and her solutions are simple, practical and empowering. She makes an otherwise dry subject feel inspiring!”
~ Danielle O’Brien, Danielle O’Brien Art and Photography
“Lynda is genuine and real. I am not ‘just a client’. Lynda honestly sees beyond the ‘get tax done’ mindset and deeply desires for you to thrive. This means she can see the ‘gaps’ in your financials and business systems and offers guidance and no-judgement advice around what to do.”
~ Lauren Aletta, Inner Hue
“I was feeling confused and in need of advice on what my next steps should be in growing my business. Lynda is a breath of fresh air. She has such a warm, understanding but practical approach. By the end of our conversation, I was feeling so much more relaxed and confident, with a plan for taking the next steps in my business. Her support and expertise was exactly what I needed.”
~ Niamh Gallagher, Create a Whole New You
“I know I’ll be feeling the benefits of our conversation for many years to come! Lynda used really helpful language and analogies and even after just one session I felt like the conversation had plugged a massive gap in my financial skill set, and empowered me with practical information and new perspectives.“
~ Delphine O’Keeffe, Embody My Truth – Foundations for Authentic Living
“Lynda came into my life like a financial angel! I didn’t realise the brevity of my financial situation. She was supportive, non-judgemental and her friendly, no BS approach was like a breath of fresh air. She helps navigate the complicated and translates it to make it simple. I’ll be forever grateful for Lynda and I highly recommend her.“
~ Jo Lane, Jo Lane Holistic Beauty
WOULD YOU LIKE TO KNOW MORE?
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