Service
Business Advisory & Financial Reporting
Understand how your business is performing and what needs your attention, with regular reports and cash flow forecasts built from your own figures.
Our work
What we handle
- Where the profit comes from Monthly or quarterly management reports and dashboards showing which parts of the business make money, and we talk you through them.
- Where the cash goes We track where your cash comes from and where it goes, and point out what has changed since the last period.
- Costs that are creeping up We compare costs from one period to the next and flag the ones rising faster than sales.
- Cash flow forecasts Forecasts built from your actual results that show when cash is likely to be tight and when there is room to spend.
- Budget against actual We set a budget with you, compare the actual results against it and explain the gaps.
- Pricing, expansion and funding When you are weighing up a price change, cost cuts, expansion or funding, we work through what your figures say.
Why OziDesktop
Why work with us
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We build the reports from your own data in Xero, MYOB or QuickBooks, and we are a Xero Gold Partner.
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Our director, Maple Ip, is a Chartered Accountant.
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We schedule check-ins through the year to go over results with you.
How it works
Business review
We look at the reporting you have now, your goals and the decisions you need numbers for.
Reports set up
We agree the reports, forecast and budget you need, then build them from your accounting data.
Regular check-ins
We go through results with you on an agreed schedule, update the forecast and talk through your options.
What we need from you
- Access to your accounting software (Xero, MYOB or QuickBooks)
- Your latest financial statements and management reports
- Any budgets, forecasts or business plans you already have
- Your goals for the next one to three years and the decisions you are weighing up
- Details of finance facilities, major contracts or planned investments
FAQs
Common questions
What is the difference between advisory and our annual accounts?
Annual accounts look back at a finished year. Advisory looks forward, using regular reports, forecasts and a budget to help you make decisions while the year is still under way.
How often do we meet to go through the numbers?
On a schedule we agree with you at the start. We can change it if the business needs closer attention for a while.
Can you build a cash flow forecast for a bank or an expansion plan?
Yes. We build forecasts from your actual results and assumptions we agree with you, and we show how much the forecast moves if those assumptions change.
Do you use the data already in Xero?
Yes, as long as the books are up to date. We also work with MYOB and QuickBooks. If the records need tidying first, we tell you before reporting starts.
Can you promise our business will grow by a certain amount?
No. Nobody can honestly promise a growth figure. What we give you is accurate reporting and practical advice.
Need something outside this scope?
Every business is different. If you need additional accounting, bookkeeping, advisory or specialist work, we'll explain what's required and agree the scope with you before proceeding.
Talk to an accountant about your business
- Fixed fees, agreed upfront
- We contact your old accountant
- Free discovery call