Planning for success

Planning for success

We ensure you plan to be set for success

Every business is different so as business advisors, we make sure you are set with plans in place for the future growth of your business and contingency plans for anything unexpected.

This includes:

  • Tax planning – our accounting expertise is put in action to ensure you have the structure that optimises your net take out, based on your needs. When relevant, we suggest acceptable ways to minimize your tax bill.
  • Cashflow forecasts – we make sure that you have sufficient cashflow to support your projected growth and pay for what you owe. We advise you when you need to plan for additional financing before you reach the red. We give you practical tips to improve your cash position.
  • Budgets and targets – we spend the time to understand your business and your plans to create budgets that are meaningful for your business and that you can use as targets to reach. We create custom reports for you to monitor your results against target at any time, instantly.
  • Internal process assessment – we assess the way you do things to find ways to increase efficiencies, improve productivity and optimise your resources.
  • Internal structure assessment – we assess your existing structure to ensure you are making the best use of your biggest asset - your team. We identify bottlenecks and gaps that affect productivity. We tell you when it’s time to hire and when it’s time to outsource.
  • Succession planning – selling your business or going into retirement needs to be planned to get the most out of what’ve you’ve worked hard to achieve. We help you build a strong balance sheet that will increase the value of your business. We help you plan for a successful transition that will minimise the impact on your team, your customers, and your business.
  • Business valuations – whether you’re buying or selling a business, we help you assess its market value. This gives you a powerful tool to negotiate the best deal.
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What our clients
have to say

At Strategico, we love referrals. We see it as the golden ticket! We are so thankful to our clients for caring and taking the time to refer us to their friends, clients, suppliers and family. As a token of appreciation, we offer you a small gift for every client you refer to us who signs up for any service with Strategico. Every time. To say Thank You.

Francoise is one of those people that you cross paths with in business, and you count your lucky stars because of it. We own a small business but we are in a growth phase, and struggle with financial control, structure and strategy. These are all areas she has been invaluable in. Not only is she highly knowledgeable, she is pragmatic and patient. I could not recommend her enough.

Grant Ballot

CAWVideo

I was looking for a business advisor who could help me take my business to the next level. Francoise showed me areas in my business that needed improving. Not only have I got a plan of action but I have a better understanding of how my business is tracking.

Ben Scotland

Scotland Electrical

Strategico has helped take our business to the next level. Francoise has kept us accountable and on track with our action plan and goals.

She goes above and beyond with her advice and expertise providing in-depth and accurate forecasts for different pathways.

We highly recommend Francoise and Strategico if you are looking to build or excel your business.

Brook & Melissa

H2O Plumbing Solutions