YOU NEED SUPPORT IN…
Financials
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You are just like every other business owner, the kind who dreams about the ultimate goal, financial stability.
✔ You are hard working, dedicated and loyal to your business.
✔ All you want is to see your hard work pay off in a thriving wealth-producing business that flows into an enriched personal life.
✔ You’re doing everything you can, working more than you’d like too, just to succeed.
✔ You have a family to provide for, a team that relies on you and a business that you know has what it takes to give you everything you want and more.
While you’re committed to the growth and expansion of your business, and you have every confidence you’ll get there, you can’t help but be concerned…
Running a business isn’t what you thought it would be. Sometimes it’s more satisfying than you ever imagined, the challenges excite you and the growth motivates you. Other times the pressure and the responsibilities are weighted.
However, you’re not the kind that considers giving up, instead you do everything you can to find solutions and look for alternatives strategies. You cannot wait for the day where cash-flow is consistent, where you are more than confident in your budgets and your dream projections are actually a reality.
In fact, you’re ready for that day. You know it’s time to take control of your finances and develop a strong financial strategy, but you don’t know where to start...
What you need is a birds eye view of your finances, where you can explore your budgets, understand your data and reevaluate your expenses.
You need to be able to strategically approach the key areas within finance, focus on the details and have quality conversations around your numbers regularly.
Which is why we’re here...
We have created a range of support and resources to help you improve your business finances immediately.
Here you’ll find various checklists, eBooks and strategies that we have collated to help you tackle your financial obstacles by developing a plan to solve them and ultimately achieving the financial success you deserve.
Here’s your FIRST step to improving your finances…
We’ve developed the following checklist to outline the key areas within finance that will help you gain a bird's eye view and develop your financial strategy. By following this checklist, you will receive the structure you need to keep the focus ON your financials and ensure you are exploring conversations around these key points on a regular basis within your business.
☐ Ensure data integrity by knowing your software
☐ Develop a process and structure around data entry
☐ Develop a budget
☐ Review and compare budget against actuals
☐ Identify key cost items and benchmark on monthly basis
☐ Identify your high and low cash-flow periods
☐ Review current bank and credit terms and compare with other providers
☐ Review supplier and customer terms
Once you’ve had time to go through the above checklist, ask yourself these questions:
How did you go with the checklist?
Did you identify any significant gaps that you could improve? What were they?
Were there any surprising successes you were able to acknowledge?
Is it what you expected?
Take these key items above and use them to guide your business and frame your finance plan.
Resources
Quick Tip
To stay on top of your finance focus, set aside time at least once a week to review each of these points. By allowing yourself time for regular review and discussion you can track your progress, pick up discrepancies early and celebrate wins along the way.
Action
Set a monthly appointment in your calendar now. Take the time to sit and review with key members of your team and set an agenda. Include these key items on your agenda.
At Strategem we believe in enriching the lives of our clients and our own team through better financial decisions.
Our client experiences are based on making the most out of life, owning your difference, leading business forward and driving growth. We are passionate about providing tailored wealth management, accounting, taxation, financial planning and insurance solutions; no matter where you are in your journey, we are here to serve you within your life and business.