Rogerson Kenny Business Accountants Melbourne
Business Focus Sessions

A Business Focus Session will help you and your business achieve the following.

Growth - Help you grow your business
Profit - Improve your business profitability
Cash Flow - understand and free up cash
Protection - protect you and your assets
Succession - assist with selling or planning to sell a business. Is there a gap we can assist with between what your business is worth and what you think it should be worth?

Please have a look at a few questions we ask of you below. What the Business Focus Session is basically about is improving strengths within your business and fixing the weaknesses. These sessions are all about you working on the business instead of working in the business.

Question. How would you like to know the financial impact of  EVERY business decision before you make it?
For example...

• what if I buy equipment for $500k? or put on 3 more staff members?
• or wanted to borrow $2 million? Can I afford it?
• I'm thinking about buying a factory for my business... I'm sick of paying rent... can I do it? 

Rogerson Kenny Business Accountants Melbourne hear these questions often... and we can help!

Question. Are you paying too much tax and looking to find legitimate ways of reducing this tax before it's too late to act?

Question. Have you given your business a health check lately? Are you looking for ways to improve your cash flow or your bottom line profits?

Question. Are you thinking of obtaining finance and want to know if it will be successful before wasting time with lengthy and costly applications?

Question. Would you like to know the impact to your bottom line of increasing your price by 5%? What about the impact of collecting your debtors 5 days quicker? Do you want to know where your cash is and how to unlock it, so it hits your bank account? Do you think your business is in trouble, but not sure where? What if you lost 10% revenue, would you cope?

Question. Do you have a live cash flow and budget?

Answer. If you would like answers to some of these questions, then you should read more below to find how an exclusive Business Focus Session with Rogerson Kenny Business Accountants Melbourne can help you!

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Introducing... Business Focus Session

With Rogerson Kenny Business Accountants Melbourne we use an easy to understand, financial modelling software program to provide a critical financial analysis of your business.  Recently, the major banks adopted this very same software for the specific purpose of processing and approving business finance applications.  Needless to say, our team have the experience and expertise to deliver the goods.

Aside from assisting in identifying a businesses ability to meet the banks “hidden criteria” for finance applications, it has been proven to be most beneficial in predicting possible tax liabilities before the end of a financial year.  Even where there hasn’t been a tax problem, this service has been invaluable in graphically identifying the key drivers within a business that can assist in turning a loss making or average turnover business, into an extremely profitable one.

What is a Business Focus Session?

When you feel physically unwell or lacking in performance, you would usually approach your local doctor for a diagnosis and possibly a remedy to your illness by way of a prescription or referral?  Well in business, it is not dissimilar.  Our Business Focus Sessions are essentially a ‘health check’ of your current and future financial positions.  It allows us to diagnose your business and offer recommendations and solutions to potential tax problems, cash flow and profit issues, whilst maintaining a focus on the overall improvement in financial performance.

So why not see how your business checks out today?  There’s a good chance Rogerson Kenny Business Accountants Melbourne has the remedy!

How does it Benefit my Business?

Here at Rogerson Kenny Business Accountants Melbourne we have heard many positive and negative comments about accountants and their performance over the years and we are not referring to the ones about accountants having personality extractions and the like.

More often we hear comments like…… “my accountant never tells me how I can improve my business” or “I really want to know how can I reduce my tax”.

Well in short, some of the many benefits you receive are:

• Uncovering the possible causes of current financial difficulties.

• Plotting future directions through goal seeking analysis.

• Creating projections, discovering solutions and averting potential disasters with graphical “what if scenarios” such as - What if sales improve by 10%? What is the financial impact on cash flow if I increase my volume? How can I improve my cash flow from -$325,500 to breakeven and have the answers in a second?

• Find out if your next dollar of sales will have a positive or negative cash flow impact?                   

Some of the favourable comments we have received from clients following these reviews:

•   “I have been wanting this from my accountant for years”

•  “now we have a much clearer picture of where we are heading”

•   “great, now we know what we need to focus on to turn our business around”

•   “can we book a follow up review next quarter to review our progress”

How long does it take & how is this service delivered?

Due to the extremely informative nature of this review, we allow for an hour and a half to visually deliver our analysis and then discuss strategic recommendations based on the priorities we identify with you.

Although we prefer to deliver these reviews in our own office, we are more than happy to come to your premises, although in order to get the best value for your money, we would recommend you provide a room that is practical in size, lighting and guaranteed free from interruptions.  You will also need to provide a suitable projection screen.

Rogerson Kenny Business Accountants Melbourne will ‘graphically’ demonstrate the analysis and review utilising modern technology via notebook computer and digital data projector.  This allows the directors, partners or key managers of your business to participate in this process without having to crowd around a computer workstation or muddle through mountains of meaningless papers and reports.

Do I receive reports or summaries of this Business Focus Session?

Yes, most definitely.  Shortly after your review has been conducted, you will receive professionally bound reports clearly outlining and summarising both the initial analysis and subsequent goal seek scenarios undertaken during our meeting.  These prove invaluable when monitoring your performance improvements over the coming periods

What do I need to provide Rogerson Kenny Business Accountants Melbourne with?

Rogerson Kenny Business Accountants Melbourne will require you to supply a detailed Balance Sheet and Profit & Loss reports for the last financial year and for the current year to date, up to the last fully finalised month. 
These figures must be as accurate and complete as you can make them.  Inaccurate accounts will mean that our analysis can only be a best estimate, based on your figures. 
If you use any MYOB, Cash Manager or similar accounting package, we can accept your full data file for review and extraction of the required figures. 

This service does not include a full review and adjustment of your accounts.  Should we deem your accounts insufficient to proceed, we will immediately advise you of such and provide you with recommendations with a view of rescheduling your appointment.

Ok, so what does it cost me?

The fixed fee for this invaluable service is $1500.00 plus GST 

Before you decide against taking up this service by focusing purely on the cost alone, let us ask you how much you have spent on expert, external help for your business, even if it's just a business health check ?

You may want to sell you business in 1, 3 or 5 years time, what is it worth? How could you make it worth more? Rogerson Kenny Business Accountants Melbourne can help your business improve.

Go on, make the decision and if this hasn’t convinced you, then our service guarantee will.

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What Guarantee does Rogerson Kenny Business Accountants offer with this service?

 We are so confident that we can advise you of ways to either save you the cost of our fee in tax, or improve the bottom line by the same amount that in the unlikely event we should not be able to do either of these, we will provide you with a credit for the full amount of our fee for service! We will also provide a full credit if you are in any way dissatisfied with this service. Guaranteed.

Yes, this is our guarantee to you and we are both professionally and ethically bound to it.  So what do you have to lose or should it be, how much are you going to save?