Planning ahead is essential when you’re growing a business, and it’s just as important to take some time along the way to stop, reflect, and look at where you’re going next.
We know that for many of our clients, that’s easier said than done. When you’re busy making sure your day-to-day tasks get done, reviewing your progress can feel like an additional chore that’s simply not at the top of your list.
Even if you have all the right financial figures to hand, making sense of them and drawing meaningful conclusions can be a complicated task – especially when you’re tackling it alone.
Sometimes, what really helps is getting the perspective of someone outside of your business, who can take a fresh look at the numbers and help you figure them out.
As part of our Love My Business service, we provide quarterly reviews to help you get helpful information out of your financial data, and use it to grow your business.
How does it work?
Your dedicated Client Manager will meet with you every three months and take you through the numbers, providing forward-looking advice and suggestions for areas to improve on.
With Xero accounting software, you’ll already have all your financial data in one place. This is recorded in real-time, meaning you’re looking at the most recent information about your business, instead of looking back over old records.
We use that information to draw out valuable insights and give your business a strong focus going forward.
Putting your data under the spotlight
We use Spotlight Reporting, an app that links with Xero and automatically pulls through the relevant information from your account.
It uses this data to produce a dashboard, showing you in-depth information in easily-digestible charts and displays.
This alone should give you a clear overview of how your business is doing and how it might perform in the future. But we can dig deeper, talking you through what the information means for your business, and helping you to make decisions based on it.
Get your weekend back
Our Love My Business service focuses on three core areas: knowledge, growth and profit.
Quarterly reviews form the knowledge part of this service. To help you grow, we can also book in a half-day session developing your growth plan, followed by a 1-hour phone call each month to check your progress.
We also offer a full day working out a strategy to increase your profits, and we’ll keep track of how you’re doing in a monthly phone call.
Combining these three areas, Love My Business is designed to give you all the support you need to build your business – and ultimately, to get some time back for yourself.
To find out more about Love My Business, or any of our other services, get in touch.