Big Ideas, Bigger Ambitions
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Smart business budgeting is essential for driving growth and profitability. Our budget accounting services are designed to help you dream big, set financial goals, and create a strategy to achieve them.
We start by analysing the last three years of your business’s performance, uncovering trends, profit drivers, and key insights. Then, we create a 12-month budget personalised to your goals and integrate it into your Xero file for real-time tracking. We provide the tools, clarity, and energy you need to crush your goals and make your business soar.
We help take your business to the next level. Our approach to financial planning is holistic, fun, and designed to help you thrive. Budgeting is your secret weapon for boosting cash flow, maximising profits, and hitting big business goals.
Our budget accounting services provide total clarity and control, giving you a solid financial foundation to navigate the ups, downs, and surprises of running a business.
Here’s why our services are a game-changer:
We make your business budget work for you. Our budget accounting services empower you to grow, manage cash flow like a pro, and make smart decisions every step of the way. We take a proactive approach, partnering with you to build a budget that fits your goals and keeps you on track.
Our budgeting process is your strategic game plan, helping you stay focused, accountable, and ready to crush your financial goals. Whether you want a clearer picture of your finances, boost profits, or set your business up for long-term success, we’ve got your back.
We kick things off with a thorough review of your financial performance over the past three years. By zooming in on key profit drivers and spotting areas for improvement, we’ll help you get the full picture of where your business stands—and, more importantly, where it can soar next.
With the insights from our performance review in hand, we craft a 12-month budget totally customised to your goals. Think of it as your strategic guide for the year ahead, complete with monthly goals for revenue, expenses, and KPIs to keep you laser-focused on hitting your targets.
Because, let’s face it, the business world can throw curveballs. We’ve got you covered with not one but two budget scenarios so you can plan for both blue skies and stormy weather. You’ll be ready to pivot and make smart moves, no matter what comes your way.
We’ll help you set rock-solid KPIs to keep your team aligned and motivated. These benchmarks will ensure everyone is on the same page and charging toward the same goals—because when the team wins, the business wins!
Once we’ve locked in your budget, we’ll deliver it in a format that slides effortlessly into your Xero system. This means you can easily track your budget vs. actual performance in real-time and keep your business on the fast track to success.
Scenario planning involves creating multiple budget scenarios reflecting different financial conditions, from optimistic growth to conservative performance. This approach helps businesses prepare for various outcomes and make smart decisions, ensuring they can adapt to market changes or unexpected challenges. With multiple plans, your business stays flexible and ready for anything.
Yes! Once your budget is finalised and integrated into your Xero system, you can track your performance against the budget in real-time. We provide ongoing support, including regular reviews and adjustments, to help you monitor your financial progress and keep your business on track.
Budgeting sets financial goals like revenue, expenses, and profitability over a specific period. Cash flow forecasting predicts the movement of money in and out of your business. While the budget helps plan for overall financial performance, a cash flow forecast ensures you have enough cash to meet obligations. We offer both services for a complete financial picture.
Regularly review and update your budget to keep it relevant. We recommend quarterly reviews or whenever significant changes occur in your business, like new revenue streams or market shifts. We offer ongoing support to help you adjust throughout the year.
We know that hitting those big business milestones starts with setting goals that actually excite you! We’re all about helping you achieve your goals, whether it’s boosting cash flow, increasing profits, or taking your whole business to the next level. Our team dives in with you to make sure your goals not only match your current direction but also set you up for long-term wins.
We follow the SMART framework (Specific, Measurable, Achievable, Relevant, and Time-bound) to keep your goals realistic and 100% actionable. With our fun and engaging planning sessions, we’ll help you tackle challenges step by step so you’re always moving forward. It’s time to turn those dreams into results!
Setting business goals is our secret to staying ahead of the game, keeping your team on track, and unlocking serious growth. We help small businesses dream big and achieve bigger by turning goals into action plans that are clear, focused, and built for long-term success.
Our passion is helping small business owners hit big business goals! Our goal-setting services are built around exciting, clear, and measurable targets that line up with your vision for the future. We’ll work together to focus on what matters most to you, like boosting your financials, getting your team in sync, and crafting killer growth strategies. It’s all about giving you the clarity and direction you need at every step.
But setting goals isn’t a “set-it-and-forget-it” kind of thing—it’s an evolving adventure! That’s why we go beyond just the initial planning phase. With ongoing support, monthly coaching, and real-time progress tracking, we’re here to keep you focused and accountable. Our structured approach gives you the tools and insights to crush today’s challenges while paving the way for tomorrow’s wins.
Here’s how we’ll help your business thrive through our dynamic, hands-on goal-planning process:
A SMART goal is Specific, Measurable, Achievable, Relevant, and Time-bound. This framework ensures goals are clear and actionable, making it easier to track progress and stay accountable. SMART goals turn broad ambitions into well-defined steps, providing structure and clarity for your success.
Our goal-setting process begins with a 90-minute planning session to establish your business’s key goals. We follow up with monthly coaching sessions to track progress, adjust strategies, and tackle challenges. Additionally, we set up a dashboard to monitor key metrics and provide you with a 12-month SMART Goal Improvement Plan.
A performance dashboard gives you a real-time view of your business’s progress, showing how you’re tracking against your goals. By visually displaying key metrics, it highlights areas of success and those needing attention, making it easier to stay on course and make adjustments as needed.
We recommend regular reviews of business goals, especially when major changes occur in your business or market conditions. Our monthly coaching sessions offer a structured way to evaluate progress, address challenges, and adjust goals to keep them aligned with your evolving business landscape.
Every successful business needs to know where its money is coming from and where it’s going. However, for many business owners, cash flow can feel like a constant mystery. We understand that effective cash flow forecasting and cash flow management are essential to running a business smoothly. That’s why we take a holistic approach, working with you to align your cash flow with your personal and business goals for the year ahead.
Our team helps you build practical, actionable plans that give your business real financial clarity. Whether you’re tackling cash flow issues now or aiming for big, long-term revenue goals, we’ve got you covered with a strategy designed specifically for your business’s needs.
Ready to take control of your finances in a way that’s not only smart but also super exciting? We’ve got you covered! Our approach to cash flow forecasting and management is all about making sure you’re always ahead of the game, whether it’s day-to-day money moves or planning for that big future success. With us, you’ll always have a clear understanding of where your business is headed, giving you the confidence to make bold decisions, tackle challenges head-on, and keep your business thriving no matter what the market throws your way. And hey, we’re here to help you spot opportunities for growth while keeping your cash flow optimised so you can jump on those next big expansion moves with confidence!
In the fast-paced world of business, understanding your cash flow is the key to unlocking your full potential. Here’s why mastering cash flow is crucial for your journey:
Every business owner knows that cash flow is the lifeblood of their company, but only some truly understand how crucial it is to keep track of it. Knowing exactly how your funds are being used, allocated, and forecasted is foundational to your success. Whether you’re facing unexpected expenses or trying to seize a growth opportunity, having a clear picture of your cash flow can mean the difference between thriving or struggling.
With effective cash flow management, you’ll have the tools to react to problems but also how to prevent them. By regularly monitoring and managing your cash flow, you’re equipped to anticipate financial gaps, make smarter spending decisions, and avoid unnecessary financial stress.
Yes, we’re a cloud-based business offering our cash flow forecasting and cash flow management services remotely. You can tap into our expertise from anywhere, making it a breeze to stay on top of your finances no matter where you are.
Regularly reviewing your cash flow is crucial to staying on top of your finances. We recommend at least monthly reviews to ensure you’re managing cash inflows and outflows effectively and addressing any issues before they become major problems.
For small businesses, effective cash flow management is key to survival and growth. Poor cash flow management can lead to liquidity issues, making it difficult to cover expenses, pay employees, or invest in growth. By having a clear understanding of your cash flow, you can avoid financial pitfalls and ensure long-term success.
Absolutely! We help businesses create budgets that align with their financial goals and provide ongoing financial reporting to track performance. This ensures you have a clear understanding of how your funds are being used and can make adjustments as needed.
Ready to reignite your business passion and smash your goals? We get how easy it is for businesses to drift off course as they grow. That’s why we’ve created our Business Strategy Session, a half-day workshop designed to create a game plan for success. If you’re feeling stuck or have lost touch with your “why,” this session is perfect for you to refresh and refocus.
We’ll dig into your business purpose, set clear KPIs, and conquer any roadblocks so you can crush the next 12 months. By the end of it, you’ll walk away with a rock-solid action plan that maps out the steps to get your business exactly where you want it.
We’re the experts in making payroll stress-free and easy. With us, you’ll never have to worry about your employees getting paid correctly and on time, and we handle everything to ensure payroll is always in line with the latest ATO rules! We offer exclusive bookkeeping services to give your business the full financial package. By managing your payroll and bookkeeping together, we help you save time, reduce mistakes, and streamline your business’s financials.
Let’s make managing your finances easier and more fun! With offices in Melbourne, the Gold Coast, and Sydney, plus the capacity to service any small business Australia-wide, you’ll feel relaxed and confident knowing your Propeller Advisory professionals are handling all your payroll and bookkeeping needs.
Here’s why you need this session:
Ready to take your business to the next level? A Business Strategy Session with Propeller Advisory is your secret weapon for turning big ideas into achievable actions. Whether you’re looking to scale, improve profitability, or simply streamline operations, we’ll equip you with the insights, tools, and action plan to make it happen. This session will give you the edge you need to break through barriers, snatch new opportunities, and watch your business thrive. Here’s what you can expect to walk away with:
Is your business feeling stuck or unclear about the next steps? A Business Strategy Session is perfect for business owners looking to create growth, tackle specific challenges, or re-energise their teams with a clear, invigorating purpose.
Our session delves into your business’s purpose, vision, and values. We set ambitious goals for the next 12 months, establish key performance indicators (KPIs), identify competitors and pain points, and craft a dynamic 90 Day Action Plan to address critical issues. You’ll walk away with a extensive 12-month plan and a strategy to achieve your goals.
The Business Strategy Session is a power-packed four-hour (half-day) session. We offer in-person sessions on the Gold Coast or virtual sessions via Teams, providing flexibility to suit your preferences.
Post-session, you’ll receive detailed meeting minutes summarising key takeaways, follow-up actions, and decisions made during the session. Plus, you’ll get a robust 12-month plan with a focused 90 Day Action Plan to tackle immediate challenges and start working toward your long-term goals.
The Business Strategy Session is the perfect launchpad for ongoing advisory services. It sets a solid foundation for regular check-ins, whether quarterly or monthly, to help you stay on track, adjust your strategy as needed, and ensure your business continues to flourish.
Why Our Virtual CFO Service is Essential for Your Small Business
Text: As a business owner, having a crystal-clear financial picture is essential for making smart, informed decisions about your company’s future. Our Virtual CFO service provides small businesses with the expertise and insights of a CFO without the high costs. We offer strategic financial oversight, including cash flow analysis, budgeting, forecasting, and high-level guidance to help your business thrive. We work closely with you to ensure your financial decisions align with your long-term goals.
With our Virtual CFO service, you’ll receive hands-on support to drive your business forward. Through regular review sessions (monthly or quarterly, your choice), you’ll gain the insights needed to keep your team motivated, make smart adjustments, and hit your targets like a pro.
Our Virtual CFO service is your ultimate financial toolkit, providing the clarity, structure, and accountability you need. We help smooth out cash flow, track your goals, and set budgets to keep things running seamlessly so you’re always prepared to seize the next big opportunity.
Whether you’re levelling up your operations, building financial resilience, or increasing your business’s value, Propeller Advisory’s Virtual CFO services offer the expertise you need to grow smartly and successfully.
Here’s what you can expect from our Virtual CFO services:
Propeller Advisory is here to make your financial planning sharp, strategic, and totally customised to your goals. With our Virtual CFO services, you get the expert support of a dedicated financial partner who’s as invested in your growth as you are. Forget about old-school finance. Our approach brings you the insights and strategies you can rely on, but in a way that’s flexible, friendly, and just for you.
Through collaborative planning, laser-focused budgeting, and regular check-ins, we keep you geared for success in a fast-paced world. Whether it’s mastering cash flow, setting exciting growth goals, or gearing up for that next big move, our Virtual CFO services give you the right tools, smart strategies, and all the support you need to soar.
Here’s the good stuff you get with our Virtual CFO services:
Depending on your needs and preferences, we offer monthly or quarterly meetings with your Virtual CFO. These one-hour sessions let us review financial performance, fine-tune strategies, and set ambitious goals, ensuring your business stays on track and financially resilient.
Absolutely! Cash flow and budgeting are at the heart of our Virtual CFO services. We collaborate with you to craft a detailed 12-month budget and conduct regular cash flow reviews. By closely monitoring your cash position and adjusting budgets as needed, we help ensure financial stability and support your business’s growth.
Yes! Our Virtual CFO services are incredibly flexible and can be conducted remotely via video calls, making it easy for you to access expert financial guidance from anywhere. We also offer in-person sessions on the Gold Coast or can travel to you, if needed, for an additional fee.
At Propeller, we’re not your typical accountants. We skip the jargon, ditch the dry reports, and dive straight into what really matters to you. We’re a nationally recognised accounting and business advisory firm that’s all about helping Australian businesses soar and boost profitability.
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