At DAA we are more than just numbers and tax returns. We are here for you the business owner and are always working with you so that you can achieve your goals and vision for the future. We want to make a difference in your business and your life and our business enhancers can do that. The services we have designed specifically to help you achieve are:
- Complimentary Client Review
- Life Organiser
- Organisational Review
- Financial Awareness
- Business Planning
- Trust Review
- Cashflow Management
- Succession Planning
Complimentary Client Review – Launched January 2017
One of our most unique services we offer is the Complimentary Client Review and one that many businesses take advantage of on an annual basis. Even better is the fact that is free! Together we work on setting and reviewing your goals and putting plans in place to help you achieve those goals. It is a chance to think about the business strategically and find those difficult burning issues and challenges so that you respond effectively to them. At the same time the DAA team can work to identify greater tax efficiencies and asset protection.
Are you prepared for death? Are you prepared if you become incapacitated? The life organiser has been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death. It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.
You can simply purchase the life organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate. Upon completion of your life organiser we’ll store an electronic copy for you – to be reviewed annually when we meet to discuss your financials.
Do you have the right people doing the right stuff in the right order? An organisational review can help answer that question. Together with you we will help you to build a functional organisation chart, visually defining departments, functions, roles and responsibilities. We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.
We’ll help you to understand your business better, enabling you to better manage your cashflow. Good management decisions rely on a sound understanding of the financial implications for your business. This service involves meeting with us every two months to discuss your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis. This service is a perfect compliment to our “Tritec Diamond Service”.
A great business planning process gets to the heart and soul of your business. There is some homework for you to do but upon completion of that homework we’ll have a greater understanding of your vision and core values in order to facilitate a session to create your one page business plan. Together with you we will work to identify and prioritise goals, create strategies to achieve your goals, enable you to review actual performance against targets and establish a 90 Day Action Plan to address immediate and critical issues. This service is perfect for those that want to get somewhere with their business but don’t want to procrastinate in getting there.
The use and security of family trusts is under considerable scrutiny due to the Law Commission review. This means that Trustees should sit up and pay attention. Our trust review service examines your Trust set up, identifies any administration gaps, and ensures your Trust is compliant with legislation and that Trustees are meeting their obligations.
We’ve developed resources to help you to understand this complicated topic and to help you develop an effective Memorandum of Wishes. Most importantly, this service provides a framework to ensure your Trust is meeting its objectives.
Ever find yourself running out of cash in your business? Cashflow planning is best practice in any business and critical to survival and growth. Our cashflow management service is designed to help you improve your Cash Conversion Cycle and maximise your cashflow. It will allow you to predict large cash outflows and respond to changes in your business.
Managing cashflow is all about your business processes. We will review your processes and identify any potential causes of poor cashflow so that we can treat the underlying issues.
We’ll meet with you on a quarterly basis to monitor, analyse and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise a 90 Day Action Plan to ensure you implement improvement strategies for maximum results.
Succession Planning helps you clarify what you want for the future (taking into account business, personal and family expectations) and define the steps required to turn that vision into a reality. At least 3 – 5 years is the ideal timeframe to make sustainable improvements; basically the more time you have for planning and implementation the better.
We’ll begin the half-day Succession Planning session with a presentation providing an overview of important considerations, succession options and processes relevant to your business. We will then work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust Succession Plan.
We’ll then set 12 month goals and quarterly goals and actions to achieve these. As a result, you’ll have a roadmap to guide decision making and ensure your business is in the best position to achieve maximum return on your hard work and investment.
If these services interest you please contact DAA on 03 348 4403 or email firstname.lastname@example.org and we can discuss how to go about doing this.
In addition we also offer other business services that traditional accountants do not offer. These are:
- Quarterly Coaching
- KPI Improvement Coaching
- Core Values Development
- Value Based Selling
- Wills / Enduring Power of Attorney
- Audit Shield Insurance
- Financial Overview – Alternative To Traditional Accounting
- Websites / Web Hosting
For more information on these services please click here.