Business Advisory, an essential part of your business!

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The difference between a good management accountant and a great one? Coming up with strategies and solutions that don’t just address a situation, but actually help improve it.

At Xerri Evans, we go beyond compliance and work with client management to develop and implement growth and profit strategies that create breakthrough performance improvements. We help businesses achieve their goals by increasing revenues, reducing costs, and enhancing their customer satisfaction.

Our range of consulting services is designed to address our clients’ short- and long-term operating needs. Companies of all sizes rely on us to provide turnkey solutions.

THERE IS MORE TO LIFE THAN JUST RUNNING YOUR BUSINESS’S DAY TO DAY OPERATIONS AND HOPING FOR THE BEST.

Planning ensures you receive the greatest outcomes possible.

Types of planning include:

Cashflow forecasting,

Stategic Planning (including Marketing and Business),

Succession Planning,

Personal Retirement Planning,

Asset Protection Strategies

Business Health Checks

Financial Planning

CASHFLOW FORECASTING

Don’t just wing it, at Xerri Evans, we are committed to you having control over you finances.

Business PlanA Cashflow will show you where your strengths and weaknesses are and enable us to work with you to turn those weaknesses into strengths.

  • Developing an accurate cash flow projection for your business
  • Helping you determine short-term projections (weekly, monthly) to manage daily cash and long-term projections (annual, 3-5 year) to develop a capital strategy that meets your needs
  • Preparing historical cash flow statements to help you understand where your money has gone
  • Assistance obtaining appropriate lines of credit
  • Cash collection acceleration techniques
  • Effective collection policies
  • Effective payment policies

 

STRATEGIC PLANNING

What does that mean?

It means we meet with you to:

Presenting project

  • Analyse your business.
  • Discuss your goals.
  • Write up a plan to obtain those goals.
  • Create a diarised plan.
  • And monitor your progress.

If you prefer we will attend your staff meetings to discuss and recommend further strategies. This can be weekly, monthly, quarterly, annually, or whenever you want us!

 

 

SUCCESSION PLANNING

What does that mean?
It means that you have a business you will eventually retire from.

We meet with you to:

  • Work Or RetireDiscuss your business and who might take it over.
  • Determine the best way for this to happen.
  • Write up a plan to obtain those goals.
  • Provide time frames relevant both to you and your personal and financial situation.
  • Get the ball rolling.

 

Personal Retirement Planning

What does that mean?
When you work hard, you should be able to reap the rewards when you retire.

Money Tree

  • We meet with you and determine what you want to achieve during retirement.
  • We recommend strategies to obtain those goals, which might include a Self Managed Superannuation Fund.
  • We put them in place for you.