We help business owners evolve to Cash Flow Kings
Align your identity, values, and goals to unify your team, eliminate inefficiencies, and grow capacity. Stand out with smarter strategies that drive success.
Increased Profits: Focus on high-value activities and eliminate waste.
Clarity & Direction: Align your business identity, values, and goals for a unified vision.
Team Alignment: Get everyone working toward the same objectives.
Time Efficiency: Remove non-value-adding tasks to free up your schedule.
Competitive Edge: Stand out with small, impactful changes that make a big difference.
Scalable Growth: Build capacity and set the foundation for sustainable success.
Business owners often seek us out when unexpected events have threatened what is important to them.
This sometimes comes in the form of a colourful letter from the ATO or the business is getting stuck in it's current growth phase despite how much money is being thrown at it. We believe in action and effectiveness to get results. If you want more of the same thing, keep doing what you're doing and by-pass us.
This fractional CFO service fills a gap for small business owners in growing companies before they adopt their own board of Directors.
We take you through a structured program to improve and align all the activities in your business to achive unified goals, so you are ready for the next phase of growth, business sale or bringing family into the board of Directors. Businesses looking at this service typically have turnovers from $700,000 to $30m and are ready for a change from the status quo.
1. Your Roadmap to Rapid Business Growth
When it comes to building a successful business, knowing where you want to go and understanding your starting point is essential. Our service provides the clarity and direction you need to reach your goals faster and more efficiently.
Business Clarity and Direction:
What You Gain: We help you define your destination and assess your current position, ensuring you have a clear, actionable roadmap. This clarity allows you to focus on the most critical steps, avoiding wasted time and resources.
A Powerful Competitive Business Edge:
What You Gain: Through a comprehensive competitive analysis, we identify your unique strengths and market opportunities. By aligning your core values, vision, and strategy, we create a powerful vehicle that propels your business forward, guiding every decision you make.
An Active Business Plan:
What You Gain: We introduce you to an Active Business Plan, a dynamic tool that evolves with your business. This plan is not just a static document but a living guide that adapts as your business grows, ensuring you stay on course toward your goals.
With our service, you’re not just setting goals—you’re creating a clear, strategic path to achieve them, armed with the insights and tools to outpace your competition and grow your business in record time.
2. Fueling Your Sales Growth with Precision and Strategy
In today’s competitive market, driving sales isn’t just about working harder—it’s about working smarter. Our service focuses on identifying and leveraging the key factors that accelerate your sales growth, providing you with the tools and strategies to achieve measurable results.
Targeted Sales Drivers:
What You Gain: We help you pinpoint your Sales Drivers—the specific actions, strategies, and factors that directly influence your sales performance. Whether it's improving your sales process, enhancing customer engagement, or optimising your product offerings, understanding these drivers empowers you to focus on what truly moves the needle.
Sales Drivers are the key factors and activities that directly impact your ability to generate revenue. These can include things like lead generation, customer conversion rates, pricing strategies, and sales team performance. By identifying and optimizing these drivers, you can boost your sales outcomes significantly.
Accelerated Growth with OKRs:
What You Gain: We introduce you to the power of OKRs (Objectives and Key Results), a proven framework that links your strategic goals to specific, measurable outcomes. By setting clear objectives and defining key results, you can focus your efforts on the most impactful areas, driving sales growth and ensuring your team is aligned and motivated.
How OKRs Trigger Sales Growth:
OKRs allow you to set ambitious yet achievable sales targets while providing a clear roadmap for how to get there. By breaking down your goals into actionable steps, OKRs ensure that everyone in your organization knows exactly what needs to be done and how their efforts contribute to the bigger picture. This alignment and focus can lead to increased productivity, higher sales performance, and faster achievement of your business goals.
With our service, you’ll gain a deep understanding of what drives your sales and how to harness that knowledge for maximum impact. By leveraging OKRs, you’ll create a strategic path to sustained sales growth, ensuring your business not only competes but thrives in the marketplace.
3. Maximising Your Profit with Strategic Insight
Profitability is the ultimate measure of your business’s success, but maximising it requires more than just increasing sales—it’s about strategically managing the factors that impact your bottom line. Our service focuses on identifying and optimising these key profit drivers, helping you boost profits while maintaining efficiency.
Enhanced Profit Drivers:
We help you identify and focus on your Profit Drivers—the specific activities and decisions that most significantly impact your profitability. By optimising these drivers, such as pricing strategies, cost management, and product offerings, you can increase your profit margins without sacrificing quality or growth.
Profit Drivers are the key activities within your business that directly influence your profit. These include your pricing strategies, cost control, product mix, and efficiency of operations. By understanding these drivers, you can make targeted improvements that have an outsized impact on your profitability.
Influencing Factors for Profit Growth:
Beyond just cutting costs, our service helps you understand the broader factors that influence your profits, such as market demand, customer behaviour, and operational efficiency. This comprehensive approach ensures that you’re not just reducing expenses but also finding new opportunities for revenue growth.
Main Factors that Influence Profit: Key factors include pricing strategies (how you price your products and services to maximise margins), cost management (controlling production and operational costs), revenue growth (increasing sales without proportionally increasing costs), and product mix (focusing on higher-margin products or services). By balancing these factors, you can significantly boost your bottom line.
With our service, you’ll gain deep insights into what drives your profitability and how to strategically manage those factors for long-term success. Whether it’s optimising pricing, controlling costs, or improving operational efficiency, we provide you with the tools to increase profits and ensure sustainable growth.
4. Empower Your Business with Strong Cash Flow Forecasting
Cash flow is the lifeblood of your business. Without it, even the most profitable companies can struggle to survive. Our service is designed to help you understand and optimise the factors that drive your cash flow, ensuring your business has the financial stability it needs to grow and thrive.
Optimised Cash Flow Drivers:
What You Gain: We help you identify and improve your Cash Flow Drivers—the key elements that directly impact the flow of money in and out of your business. By focusing on these drivers, you can maintain a healthy cash flow, avoid financial stress, and take advantage of growth opportunities when they arise.
Cash Flow Drivers are the factors that influence how money moves through your business. These include revenue collection (how quickly you get paid), payment terms (how you manage your payables), inventory management, and the timing of your expenses. By optimizing these drivers, you can improve your cash flow and ensure your business has the liquidity it needs to operate smoothly.
Efficient Working Capital Management:
What You Gain: We provide you with strategies to manage your working capital effectively—the money you need to cover day-to-day operations. By understanding and optimising the factors that influence working capital, you can free up cash, reduce the need for external financing, and improve your business’s financial health.
By balancing these elements, you can ensure that your business has enough cash on hand to meet its obligations and invest in growth.
With our service, you’ll gain a deep understanding of what drives your cash flow and how to manage your working capital efficiently. This not only keeps your business financially stable but also positions you to seize opportunities, invest in growth, and navigate challenges with confidence.
Delivery
With this package, you will have monthly meetings in which we will review the outcomes of the meeting and actions from the prior month, go into detail for the current months tasks and build the action plan to update the Active Business plan.
We will have a short phone meeting inbetween to discuss any new plans or projects so they can be added to forecasts before the next meeting.
You get added to our VIP list and can request aditional phone meetings at any time for no extra charge. We make sure we are available to you for answering all of your CFO questions.
Included, is a seat at the Kings Table. These are additional monthly 1 hour group sessions with one of our business coaches and other peer business leaders. With a combined experience and knowledge, you can discuss strategies and actual outcomes from those who have tried it before.
Additional support is provided in training materials, templates, videos to support your journey and accelerate your goal attainments.
Additional accounting and tax support can be provided by our related business, Sword Advisory.