We’re here to make a real difference to our clients. Delivering a high-quality, efficient compliance service is just part of that. Helping our clients to develop, improve and grow their business is the next natural step. Our Business Development offerings are practical and tangible services that create long term value for clients.
These are powerful Business Development services that provide immense value and clarity.
Set realistic business goals and define strategies for success.
Understanding the numbers so you can grow your business.
Develop a sustainable, efficient structure for your business.
Stay on track as you head towards the goals in your Business Plan.
As a valued client, you’ll receive at least one Complimentary Client Review (CCR). In fact, this is an annual event for a number of our clients. The CCR is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you respond effectively. And of course, it’s an opportunity for our Team to identify greater tax efficiencies and asset protection.
The robustness of family trusts is coming under considerable scrutiny as a result of the Law Commission review, resulting in a massive wakeup call for Trustees. Our Trust Review service examines your Trust set up, identifies any administration gaps, and ensures your Trust is compliant with legislation and that Trustees are meeting their obligations.
We’ve developed a number of resources and templates to help you to understand this complicated topic and to help you develop an effective Memorandum of Wishes. Most importantly, this service provides a framework to ensure your Trust is meeting its objectives.
The Life Organiser has been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death. It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.
You can simply purchase the Life Organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate. Upon completion of your Life Organiser we’ll store an electronic copy for you - to be reviewed annually when we meet to discuss your financials.
If you’re keen to improve your business performance and financial results but don’t feel you are being supported enough by your current accountant - give us a call. We’ll arrange a complimentary Proactive Accounting Meeting to review your unique situation and discuss how we may be able to support you.
During the meeting we’ll identify your burning issues, opportunities and potential tax efficiencies, and establish goals and strategies to achieve them. We’ll also have a strategic discussion around the current and future direction of your entities.
Following the meeting, if required, we’ll prepare a proposal for services, with all costs priced upfront, whether this be strictly for Business Development work and / or compliance.
We’ve developed this service to enable business owners to understand the key drivers in their business. The better you understand your business, the easier it will be to increase your profits and free up cashflow.
First, we’ll help you establish what your key drivers are. These may be financial (e.g. gross profit margin), or non-financial (e.g. customer satisfaction ratings). We’ll teach you how to measure each KPI and set improvement targets. Once you’re confident measuring each KPI we’ll provide monthly coaching to help you implement a tactical plan focusing on the business processes and behavioural changes required to ensure improvement.
Investing a little time each week and making simple changes can dramatically improve your KPIs, thus positively impacting your business performance and personal life.
Core Values are the essence of a company’s identity; they support the vision and shape the culture of an organisation. We’ve developed an effective service that allows you to create Core Values for your business - providing a great foundation and guide for the way your Team interacts with clients and each other.
Attendees will complete pre-work to get thinking about their values and vision for the business so that everyone is prepared to gain maximum benefit from the 3-4 hour facilitated session. We’ll then guide you through our structured process to create up to five Core Values with definitions which will underpin the expectations of behaviour within your organisation.
Core Values will make leading and managing a Team and client expectations a lot easier. When your Team live and breathe your Core Values you’re more likely to achieve your business goals. As Peter Drucker once said - ‘Culture eats strategy for breakfast.’
Many business owners are very good at what they do but have never had formal sales training. Can you easily articulate the value of your product or service to your customers?
Our Values Based Selling service is designed help you improve your sales processes and increase productivity, efficiency and profit. It will enable you to give price certainty, confidently handle changes in work scope and eliminate fee surprises for you and your clients.
This coaching service will build your knowledge, focusing on powerful sales techniques, writing effective proposals, and defining Terms of Trade. We’ll also help you to create and implement an ongoing Sales Action Plan. Value Based Selling encourages a return that is proportionate to the value you’re providing clients, freeing up time for you to concentrate on other revenue generating activities.
Succession Planning helps you clarify what you want for the future (taking into account business, personal and family expectations) and define the steps required to turn that vision into a reality. At least 3 - 5 years is the ideal timeframe to make sustainable improvements; basically the more time you have for planning and implementation the better.
We’ll begin the half-day Succession Planning session with a presentation providing an overview of important considerations, succession options and processes relevant to your business. We will then work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust Succession Plan.
We’ll then set 12 month goals and quarterly goals and actions to achieve these. As a result, you’ll have a roadmap to guide decision making and ensure your business is in the best position to achieve maximum return on your hard work and investment.
“Armstrong Smarter Security, a New Zealand franchise group of Locksmiths & Alarms specialists had the pleasure of having Philip speak at our 2010 Conference with astounding results, From being a group of people focusing mainly on day to day business activity we are now a cohesive business group with a long term focus, both individually & as a group, as well as also now having a better understanding of the daily business requirements needed to make our businesses more successful, ie. More Profitable. If you are looking to achieve major changes in your current business I recommend that you discuss HOW TO with Philip and his team at Franchise Accountants”
- Sandy Morrison, Franchisor
"Philip Morrison of Franchise Accountants has been working with us in a mentoring and accounting capacity. With his help we have been able to develop systems and strategies and have already seen growth in our business. Philip lets you discover your own path, while challenging you to get the absolute best from your business. We have thoroughly enjoyed his relaxed, honest and methodical approach and look forward to continuing to work with him to grow our business even further! He has been a breath of fresh air for us and we would highly recommend him to anyone."
- Graham & Anne-Marie Franks, Franchisees
"Philip Morrison of Franchise Accountants recently presented at our 2012 Franchise Conference where he captivated our franchisees in taking an interest in better understanding some simple key performance indicators that will improved the profitability of their business. The collective power of benchmarking with a franchise network of our size is where franchisees can benefit in understanding the dynamics of the numbers where Philip through thoughtful and simple solutions can open the belief that small improvements in the key indicators can add sustainable value to any business."
- David Thackery, Franchise Manager
"Philip Morrison of Franchise Accountants has worked with a number of Franchisees in the Carpet One Group providing a tailored business mentoring service in conjunction with the chartered accounting function that requires the Franchisee to focus on performance improvement and achieving goals. Philip has structured the service so that it complements the support provided by the Head Office and ensures that there is no conflict through effective communication."
- Mark James, General Manager
Service is always excellent and all the staff are great work with .A highly professional team
- Brian & Nicola Valentine, Multi Site Franchisees