Having a financial plan for your business is crucial to success. That’s what a budget is. We help you build a comprehensive budget that allows you to be able compare the actual performance of your business so you are always clear about your profit and cashflow against that plan. This enables you to allocate your time and resources efficiently to the areas that make the most financial impact. With our Green Chilli package, we spend time with you before the start of your financial year understanding your strategic goals which enables us the build a budget which helps you drive growth. Then, with our Red Chilli package we also repeat and refresh the process in the middle of your financial year allowing you to reflect the learnings of the first six months of trading in a revised plan.
Financial Health Check Reports
We provide you with clear financial health check reports customised for your business. These are snapshots of the key performance indicators of your business, like sales and cashflow, presented in a user-friendly way. They allow you to tell the story of your performance quickly and concisely. Crucially, they are also a tool to assist you in making decisions about your future business direction. With our Yellow Chilli package, you receive this report once at year end, with Green Chilli it is once every quarter and with Red Chilli it is once a month.
Meetings with Chilli
All our packages include meetings with our team where we assist you in understanding your financial health check reports, the performance against your budget and also any other Xero reporting that we have helped you set up. With our Yellow Chilli package, we meet at year end, with Green Chilli it is once every quarter and with Red Chilli it is once a month. Meetings can be conducted face to face or via Skype – whatever works best for your business!
Virtual Chief Financial Officer (CFO) Service
The Red Chilli package includes our Virtual CFO service. Here you get the benefit of either Gemma or Chad’s expertise to help shape the growth of your business. We are experienced in working with businesses like yours, helping them to move in the right direction by maximising profit and managing cash flow. Here we discuss your finances at a strategic level while also looking to support continuous improvement of your business, including additional technology or systems enhancements.