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Loved by SMEs and business owners Have a chat with us and see how we can help you “Trish is more than just an accountant. Trish understands how to seek opportunities for business growth, and how to deliver strategies to help you seize those opportunities" - Ramp Brand Communications Request an appointment How to get the most out of your CFO Find out how with
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  • $37 +
    Improving Your Financial Actions Workbook
    .00The outcomes from this workbook are for you and as relevant, your Chief Financial Officer (CFO) to know:- Combined with the use of other workbooks ( on beliefs and actions around money), you will learn more about your money style and specifically where you tend to operate on the “ financial act...
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  • $37 +
    Creating a One Page Business Plan Workbook
    .00The outcomes from this workbook are for you to work out :- Your goals for the next 12 months – for both your business (and also personally if these are pertinent)- The main areas of focus needed in your business in the next 12 months for your strategy, marketing, customer experience, systems, a...
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  • $25 +
    Animal Behaviour Workbook
    .00The outcomes from this workbook are for you to know /discuss/learn:- Your money style animal and its traits.- What traits and habits are helping you – and which ones might be hindering your progress- What impact the above issues might have on the business profit and your personal life’s f...
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  • $15 +
    Five Financial Actions – Initial Workbook
    .00The outcomes from this workbook are for you to know:- learn the five actions needed to stay sorted financially and how to improve your rankings- What financial actions are helping you and which ones are hindering your progress- Easy ways to improve these actions and how to track progress- What im...
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  • $37 +
    Defining Your Version of W.E.A.L.T.H Workbook
    .00Complete this workbook to help you understand:- What is genuinely important for you in your life – how do you want to live ?- Consider the balance between the various areas of your life to achieve W.E.A.L.T.H ( Work, Enjoyment, Achievement, Love, Time and Health)- Which areas you want to change...
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  • $25 +
    Brainstorming Current State Workbook
    .00The outcomes from this worksheet are for you to work out :- What trading levels are needed in the business- Areas of delegation the business could benefit from- Key motivators for the business owner for being in business- What impact the above issues might have on the business profit over time
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  • $37 +
    Understanding Business Cash Flow Workbook
    .00The outcomes from this workbook are for you;and if relevant, the person who helps your business with money management and business growth ( often a Virtual Chief Financial Officer, CFO) to understand:- The total days currently in your working capital cycle and the impact of this on your cash flow...
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  • $25 +
    Ideal State Workbook
    .00The outcomes from this worksheet are for you to :- List all the key tasks needed to run your business ( and categorise them as Entrepreneurial, Management or Operational in nature.)- Work out which key tasks you would like to be able to do yourself (versus delegate to others, either now or in fut...
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  • $15 +
    Fixed Costs Worksheet
    .00The outcomes from this worksheet are for you to consider:- Your weekly, monthly or annual business fixed overheads so you know your total fixed costs annually- Ensure all of your fixed costs are included in your annual budget- Work through which overheads might be able to be reduced ( or increase...
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  • $310 +
    Money Starter Pack (12 Workbook Combo)
    $390.00 .00Receive the following 12 workbooks as a starter pack combo and save $80 compared with the normal retail price!- Five financial actions initial workbook- Improving your Financial Actions- Personal cash flow /budget workbook- Improving your financial beliefs- Defining your version of wealth...
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  • $37 +
    7 Stages of Business Growth Workbook
    .00The outcomes from this workbook are for you to know:- What stage of growth each area of your business is at right now- Where you want each area to be and by when- The challenges you expect to face- The solutions to those challenges- The rewards for each achievement
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