Your Business - Journey2

As your experienced guide and trusted Business Advisor, we will recommend, implement, and monitor a tailored MOSAIC of services and strategies designed to give you the clarity of direction at every stage of your journey.

Whether it is business growth, smart succession, or wealth creation, we will help you make the right decision at the right time.

M

Maintain control of
business & financial affairs

O

Optimise tax
obligations

S

Secure the cash flow
and finance for growth

A

Achieve desired
work life balance

I

Increase business
profitability

C

Create, grow & protect
their wealth

Know more about MOSAIC in this video

Starting Line

We are experts in helping businesses to create prosperity.
These 4 checkpoints are critical for any business, and that’s where we start to determine the best way to reach your goals.

Assess & Reassess

…annually where you are and compareit to where youwant to be. This is your “Freedom Gap”.

Identify & Develop

.…. the tailored MOSAIC of strategies that will most effectively close your gap.

Prioritise and Implement the Strategies

…. at your pace, making the most from the resources you have available to you.

Measure, Monitor & Evaluate

…. at your pace, making the most from the resources you have available to you.

Your Business Journey

We understand that every business owner’s journey is different and that every business is at a different point in their journey.
That’s why we provide you with a broad selection of services to choose from in each of the following service groups:

Porter

Bookkeeping & financial accounting services to liberate you from the day to day administration hassles of data entry, bookkeeping, payroll, accounts receivable, accounts payable, weekly/monthly reconciliations & reports.

Agent

Tax compliance & optimization services so you have the comfort of knowing all your compliance obligations are being met with timely tax optimization strategies that saves you money and stress.

Navigator

Management accounting and KPI reporting services to steer your business by measuring and monitoring financial and non-financial key performance indicators, critical success factors and all important cash flow.

Explorer

Business development services to show you the true profit potential of your business and help you understand your business’s strengths and weaknesses, empowering you to take advantage of opportunities and prepare for challenges that may arise. Its all about planning your business’s direction to give you control.

Purser

Cash Flow, finance, wealth management & asset protections services to manage the cash that is the life blood of every business as well as help you to mange grow and protect your wealth assets and cash of every business.

Concierge

As your trusted advisor we will always be there for you, your “GO TO” person for all those one-off projects, challenges and problems that every business face from time to time as they progress through each stage of growth and development.

Enquire Now

For businesses needing that extra focus on their journey, we are set to take you to the next level with our additional services below.

Backpacker

All you get is a tax pack with the bare basics including:

Year End Tax Return
BAS Returns Monthly/Quarterly
Any other Compliance Return

Economy Class

Backpacker’s Basic Tax Pack PLUS tax planning AND the Journey2 Services which includes:

December Tax Review
March Tax Review & Tax Planning
AGM Sign Off Meeting
Wealth & Goals Review
Annual Budget & 3 Year Forecast
Monthly Performance Reports
Touch Base Meetings
Annual Performance Trend & Progress Review

Business Class

Everything in Economy Class PLUS your own Virtual Accounting Team to do all your:

Inputting Transaction Data & Records
All Bookkeeping & Reconciling & Divisional Accounting
Accounts Receivable, Accounts Payable & Payroll
Annual Budget & Quarterly Forecast
Breakeven Analysis
Establishment of CSFs and KPIs
Weekly & Monthly KPI Reports
Month End Financial Management Reports
CFO Monthly Meetings to interpret, discuss and advise on the actual results presented in the reports and actions to take

First Class

Everything in Business Class PLUS the added service of having your Virtual CFO implement and drive a well-structured Business Development Program.
The program typically includes:

Preliminary Assessment of What Growth is Possible and What you Want to Achieve
Comprehensive Investigation of What Makes up your Business and How it Ticks
Strategic Planning Day with the outcome being a ONE PAGE BUSINESS PLAN
Facilitate the Development of a Marketing Plan
Assist in Development of Strategies & Monitoring of their Implementation
Monthly Business Coach & Mentoring Meetings

Let’s meet to discuss your business needs today.

Book a Meeting

Get In Touch

We’re ready to help your on your journey. Get in touch for a 30-minute, obligation-free discussion about your business and personal wealth goals, so we can begin planning your journey to financial prosperity.