Business Advisory

businesspeople in suits looking at a tablet in a womans hands

Support and guidance designed for you and your business

Running a business can be HARD. We get it. Sometimes you get so busy working IN your business, that you run out of time to work ON it. Imagine if you had someone who really – like, really – understood you and your business. Someone you could call on for advice about the things keeping you up at night.

Thomas Gray can help you to set goals, understand how your business is performing, and figure out what you need to do to achieve your ambitions.

Do you want to ...

Grow your business revenue and wealth?

Be less stressed and more in control of your cashflow?

Get ‘unstuck’ and have clear actions to reach your goals?

People often come to us feeling like their business is running them instead of the other way around. They’re a bit behind the eight-ball and just not on top of things. They are typically quite successful, but unsure how – exactly – they got there.

Sound familiar?

We love getting into the nitty gritty of your business – this is where we find golden opportunities for improvement. We’ll work with you to unpack the detail of debtors and creditors, profit and loss, assets and liabilities, insurance, cashflow, revenue, and – most importantly – your personal lifestyle goals.

With everything laid out, we’ll help you understand where you’re at and how to get to where you want to be. Getting your head around all the moving parts is a great way to get clarity about how your business is tracking and where you want it to go.

You’ll feel less stressed, more in control, and focused on achieving your future goals.

We get to know your business as well as you do

Take the mystery out of cashflow management

It’s easy to lose track of the money going in and out of your business, especially when you’re busy delivering products and services and keeping customers happy.

But if you don’t know where your cashflow is at, it’s impossible to keep your business on track. This is one of the easiest traps and most common stressors for small and medium businesses.

Effective cashflow management helps you keep an eye on things so you can predict how much money your business needs to cover all its payments. It also helps you see patterns in your income and expenditure, so you’re better able to plan for the future.

James and Tom have a simple formula that will demystify cashflow management and make sure you have a plan in place to meet all your obligations, and reinvest for the future.

white lady with glasses sitting at a desk in a very big office with other people in the background and smiling at someone offscreen

Tom is extremely professional, knowledgeable, caring and goes above and beyond. We are very lucky to be working with him! — Leadership HQ

Learn how to be more profitable

Being more profitable isn’t just about selling more ‘stuff’. You can increase profit by getting better value from your business activities.

For example, a business may not get the greatest benefit from the owner spending time doing hands-on work with customers, selling products, or providing services. There are lots of value-adding activities that business owners can do to build long term profitability.

Finding new customers or exploring the purchase of another property or business are examples of things that can increase profitability over the long term.

James and Tom will work with you to understand the ways you can make your business more profitable. He’ll help you set simple goals for generating better value as a business owner and give you as much – or as little – guidance as you need for achieving your goals.

many sheets of paper with bar graphs and pie charts lying on a table with people pointing fingers at them

It is so refreshing to work with a financial expert who treats you like an individual and gets to know your personal needs and goals.  – Vicky Graham

Get a straightforward plan to achieve your goals

Do you feel like you’re spinning your wheels, struggling to get to where you want to be? Do you have a clear idea of your goals, but you’re just a bit stuck about how to achieve them?

We enjoy working with clients who are outcome focused. We’ll work alongside you to understand your personal and professional goals and create a plan that’s tailored for you.

James and Tom will be with you throughout your journey, keeping you on track with easily actionable items and regular check-ins. You’ll have the support and accountability you need to stay focused to achieve your aspirations, and a trusted adviser to bounce ideas off.

man and woman sitting at a desk, and the woman is pointing at something on the a computer screen with the glasses in her hand

Tom keeps things simple so that I can understand what is happening. He’s an excellent accountant.  – Gavin Whitlock