Systems review
Is your accounting system efficient, time saving, easy to use and providing you with what you need to make key business decisions on the go?
Business advisory and growth
Advisory-led accounting is all about looking forward, not backward.
Free business review meeting
Do you think you are paying too much tax? Are you still waiting on last year's financials to be completed? Do you have business goals that are not being reached?
Let us help you with a free, no obligation review and strategy meeting.
Stop the headspin. Make the right calls.
The average business owner has a massive number of decisions to make. What to do next, where to focus and "knowing for sure" that you're doing the right thing can be a bit of a head spin. That's where we come in. We fill our days aiding people to make good calls about business, being in your corner and helping you focus on the things that matter.
From cash flow strategies, business restructuring, benchmarking and business valuations - We're here to build and grow your business and profit together.
Helping with:
- Tailored advice for your business
- Forecasting and budgeting
- Cash flow management
- Virtual CFO
- Growth strategy
- Business forecasting
- Ongoing advisory meetings
- Business valuations
What our clients say about our business advisory services
"We didn't think there were any 'challenges' or 'problems' as a business, but after meeting with Trekk Advisory, we walked away with a different perspective. They highlighted things in the numbers & showed us visually the opportunities out there.
Since then, we haven't looked back! The ability to have an independant party invested in our business and there to help forward plan has been invaluable. The off the cuff advice has been great too - having the ability to call up and run a scenario past our advisor is critical to how we run our business."
Narelle Crockett
MC Scaffolds
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Really knowing where you are now, and exactly where you want to be is crucial to getting there.
Business might be short lived. Maybe it’s a lifelong thing. You may be just starting out or selling out. The bottom line is it doesn’t matter to us where you are on the path because we have the questions, strategy and tools to help you at any stage.
And as your business shifts, so does our advice. That might be helping you unclog the cashflow pipe, maybe it’s super-sizing profits or finding ways to make your business more valuable for an exit down the track.
Either way, run your own race.
Structure review
Is your structure right for your circumstances? Does it provide good asset protection? Does it minimise your tax payable?
Tax Planning
Do you know how much tax you will need to pay at EOY? Are you implementing all possible strategies to reduce it?
Insurance / Risk Management
Do you, your family, and your business have the right balance of risk protection? Don't let one unfortunate event spell disaster.
Business Health Assessment
This will take you through a series of questions about your business to get you thinking and flush out the main concerns/unearth your biggest priorities
Growth equation
What are the key drivers of your revenue? What little steps can you take to dramatically boost this?
Cashflow improvement
How can you decrease the time in between paying out for stock/labor and getting cash back through the door?
Profit improvement
What is your business investment returning for you each year? Is there sufficient profit (if this is a NO - this service is a must)
Critical number monitoring
Would you like to be presented with graphs and analysis of your critical numbers each month, alongside strategy and goal setting to hit these targets each month/ quarter?
Projections, Forecasts, Budgets
Do you know what level of turnover you need each month to cover anticipated expenses? Do you know how your business is performing compared to last year? Would you like to know?
Succession Planning
Will you sell your business down the track? Or will your children take over? What strategies need to be implemented to ensure a smooth succession and maximise your outcome?
Planning sessions
Where are you headed? What should your key priorities be for the next 12 months? How about a focused session to brainstorm and plot the future direction of your business?
What our clients say about our business advisory services
I was originally only looking for an accountant to complete compliance work, all the while using business coaches to try and grow. But Trekk's advisory services have been indispensable.
Real-time data, numbers-based business advice, and regular zoom calls are a potent combo.
The numbers don't lie, so now if a business problem comes up, it's just a phone call to Trekk.
Tas Moulis
QPaint
