Business Advisory

Want to grow your business but not sure where to start?
That’s perfectly normal. My expertise in business planning and strategy will help you make informed decisions.

Set goals and reach them.

Running a business can be so busy that setting goals is hard, let alone achieving them. Right? Let me help.

My passion for practicality, numbers, and efficiency allows me to catch discrepancies and seize opportunities.

Business Advisory Services Includes

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Cashflow

Forecasting and Budgeting

Increasing Profitability

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Monitoring KPIs

Ideation and Strategy

Streamlining Processes

Case Study: Better procedures = bigger profit

A building and maintenance client had a sales department bringing in clients but a cash flow issue that wouldn’t budge.

Read how I turned that situation around:

After some investigating, I discovered the maintenance team was losing those clients through poor service.

I also compared the wages of that department to industry benchmarks.  They were too high relative to the increase in income. The team was not running efficiently, causing clients to leave, and wasting staff hours.

Informed by my insights and data, the company implemented a Customer Relationship System to track customer service, which would immediately notify management of cancellations and complaints. That way, the Maintenance Department could call the customer to find the cause of the problem, recover the relationship and make improvements to the system.  The commission and bonus structures of the Sales and Maintenance Departments were also reviewed to align bonus payments with customer service expectations.

Through setting KPIs for both departments, the client base grew but with lower ‘churn rates’ (i.e. clients leaving). Over time, this meant not only higher income for the business but more profit and stabilised cash flow.

In conjunction with the Sales and Operations Manager, I established a procedure for the Sales Department to follow. An automated payment system gave clients more paymentmore, payment options, making it more convenient to pay quickly. Within 18 months, the existing debtors balance had dropped by 55%. Days to get paid dropped from an average of 87 days to just under 28 days.

They were back on track!

Are you keen for your business to do better?
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Testimonial Proof

Sharon is a highly skilled accountant and business advisor. Sharon has the ability to remove the noise and bring clarity to the table quickly; allowing businesses to identify blockages and make decisions that directly impact revenue growth.

MATTHEW MCBREARTY
Belle Property Lake Macquaire

We have been working with Passion Business Advisors for a few months now and would highly recommend their services. Sharon’s professionalism, expertise, and attention to detail are outstanding. The reports they have prepared have provided exceptional value to our business.

ANNETTE STURT
CareMaster

Sharon has been so thorough in regards to all of my accounting matters. She has great attention to detail and has answered every question that I’ve asked. She’s also been great in transitioning me from Myob to Xero. I would highly recommend using Passion Business Advisors!

KELSEY HATHERALL
Blissful Love Photography

We engaged Sharon of Passion Business Advisors at a time when we needed an accountant in our busy and dynamic community agency. Sharon helped with transitioning our finance software from Business Centre to Xero.

Sharon was always very approachable and helpful in answering all my questions. Her professionalism and attention to detail were outstanding. She is highly regarded by Community Accessability and was very efficient, reliable and effective in her work for us.

ANNIE ROENNFELDT
Community Accessability

How to work with me

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Fill out my contact form

Have a Discovery Call

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