Business Advisory for Growth

We’ll bring the best-in-show practice management tools to your Board Meetings, so you can get the most out of your Board members’ time and skills. We can:

• Plan agendas with a focus on key areas
• Facilitate board strategy meetings
• Host meetings in a collaborative and engaging way
• Offer all the tools, templates and resources you need
• Coach you to improve your Board management confidence and skills

Knowing exactly how your company funds are being utilized and allocated is foundational to the success of any business, no matter your industry. That’s why we firmly believe budget and cash flow reports are one of the most important pieces of information a company can have. Our Business Advisory professionals will facilitate a four-hour planning session, documenting the following:

• Personal and business goals for the next 12 months
• Strategies to ensure you achieve your goals
• Your purpose and vision for your business
• Gross Revenue Targets and Key Performance Indicators
• Opportunities and vulnerabilities in your business that need to be managed
• A 90 Day Action Plan to address immediate critical issues

Monthly reporting is essential to visualize the trajectory of your project. Our Business Advisory team ensures these are done correctly and that these meetings provide crucial information to help your company make critical decisions. We will facilitate an initial meeting, lasting no longer than two hours, to:

• Determine the financial and non-financial KPIs you need to monitor
• Review and finalise your monthly report template
• Identify the best way to collect data for the report
• Set the date for our first monthly Momentum Call

You probably use a lot of different apps in your business – but are they all working seamlessly together to make better business? Are you suffering from app overload? Our Business Advisory team will conduct a review to help you:

• Evaluate your current app or tech stack – the what, who, when and how – including pain points and bottlenecks
• Assess your business needs and processes, and design and align an app strategy to it
• Research, evaluate and recommend new apps
• Offer support to implement your new apps and strategy

Business health checks are a must for any savvy business owner. After all – you’re spending so much time in your business, that you often don’t have time to step back and work on it. A Business Health Check is a way to check in on your progress towards KPIs, financials, staff management, systems and processes – and make sure you’re well on your way to achieving your vision and goals.

A Virtual CFO increases your business value and gets you ready for future succession. Propeller Advisory’s professionals are trusted coaches and advisors – giving you peace of mind that an ongoing plan is in place. A Virtual CFO also helps to increase profit and cashflow!

Each quarter, your Virtual CFO will facilitate an hour-long session covering the following key issues:

• Identifying areas where you can improve your performance
• Setting SMART goals
• Determining strategies and actions to achieve your goals
• Identifying and answering your burning questions