Strategic Planning for Business

About this service

Strategic planning with a business advisor is a valuable tool for business, regardless of where you are in the business lifecycle. From startup to sale, strategic planning for business can bring context and solutions to a variety of challenges. Instead of being overwhelmed or surprised by what arises in the broader market, such as regulation, shifting policies, and economic volatility, you can take pre-emptive actions that reduce the impact. Rather than being limited by access to funding or inadequate financial systems, you can implement measures before you’re boxed into a corner.

Most of us start businesses with a clear plan and as time goes on we get caught up in day-to-day operations, rarely raising our heads to look beyond the immediate problems. Strategic planning is a meaningful way to bring insights, purpose and a fresh perspective to how you can grow and evolve your business.

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Here’s how we can help with strategic planning

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Improving your business performance against key drivers and metrics

We can help clarify the critical drivers and key performance metrics that will help move you closer to your business goals and give your business a competitive edge. We’ll even be your accountability partner providing regular check-ins and management support.

With businesses transforming through digital possibilities, we’ll work with you to identify what’s relevant for you. Our exposure to diverse industries means we can bring leading practices that create advantages for you.

We help you bring life beyond your business to reality. With experience in succession and exit planning, as well as sales, mergers, and acquisitions, we can devise an approach that meets your financial and personal needs.

Working together, we’ll assess your overall business risk using quantitative (cost and price analysis, financial modelling) and qualitative factors (business analysis). Based on our analyses, we’ll make recommendations and assist with implementation, as much or as little, as required.

While there are general strategic planning tools which can be applied to most businesses, we assess each business on its individual needs. This approach guarantees we’re focused on your specific mission, vision and goals and helping you bring these to life in manageable, practical ways.

Looking for customised strategic planning advice? Why not get started with our free business analysis tool?

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Learn more about the Accorti approach to strategic planning
Let's solve your challenges together.
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You won’t find big desks and fancy suits in our offices. As Brisbane & Gold Coast accountants, we’re accessible, unpretentious, and pragmatic. We’re just as happy on a building site as we are negotiating finance with the big end of town.

Points HEADING CAN SIT HERE

You won’t find big desks and fancy suits in our offices. As Brisbane & Gold Coast accountants, we’re accessible, unpretentious, and pragmatic. We’re just as happy on a building site as we are negotiating finance with the big end of town.

Points HEADING CAN SIT HERE

You won’t find big desks and fancy suits in our offices. As Brisbane & Gold Coast accountants, we’re accessible, unpretentious, and pragmatic. We’re just as happy on a building site as we are negotiating finance with the big end of town.

Points HEADING CAN SIT HERE

You won’t find big desks and fancy suits in our offices. As Brisbane & Gold Coast accountants, we’re accessible, unpretentious, and pragmatic. We’re just as happy on a building site as we are negotiating finance with the big end of town.

Success Stories
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Commercial Construction
Construction
Challenge
Client had future work substantially in excess of their approved QBCC Maximum Revenue requiring client to turn away work.

How we solved it
We reviewed their business structure and implemented a restructure of operations

Outcomes achieved
QBCC Maximum Revenue increased threefold to enable contracts to proceed, boosting business income and profit

Services provided
Strategy, QBCC Annual Reporting, Structuring, Financial Reporting
Hotel Operator Image
Hotel Operator
Property

Challenge
Establish a finance function for new hotel integrating bookings, cafe/restaurant, in-room entertainment systems to enable streamlined reporting and payment systems


How we solved it
We looked at a range of front-of-house booking systems, CRM and POS systems, as well as various back of house accounting software. We helped the client settle on their preferred providers and assisted with implementation and integration of systems and various merchant facilities.


Outcomes achieved
Streamlined, integrated, data rich systems enabling efficient reporting and minimise administrative costs.


Services provided
Process and systems review, systems implementation and training

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Golf and country club
Property

Challenge
Poor profitability across business


How we solved it
We implemented a strategic review of business to identify goals and actions. We discovered a legacy accounting system which was slow, difficult to use and provided no oversight of where or why profitability was impacted. We implemented a software upgrade to improve oversight, reporting and efficiency, enabling a reduction in administration staff. We also identified several opportunities to diversify income streams and boost business value. We developed a strategic plan for the next 3-5 years to roll-out these income streams and business units.


Outcomes achieved
Improved profitability, reporting, reduced costs and implemented change in operations. Business owners clarified strategic direction and action plan to increase long-term business value


Services provided
Strategic planning, cost review, processes and systems review.

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Construction
Construction

Challenge
Client operated as a services trade to construction industry. The business had poor profitability and cash flow.


How we solved it
The Accorti team reviewed the internal business systems and processes. Working together, we updated the accounting systems to enable real-time job and cash flow reporting, allowing the business owner to understand the business’ financial position at any time. To help manage cash flow better, we established a payment collection process that was enabled to support various payment methods.


Outcomes achieved
Business owner was equipped to see where they were losing money, understand the reasons why and implement remedial action leading to cost reduction and timely payment collection.


Services provided
Bookkeeping, business processes and systems review, financial reporting, business advice

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Caravan Park Operation
Tourism

Challenge
Business owner operates several caravan parks located in remote areas and was seeking a way to monitor management and operational performance because they were not physically based at business sites.


How we solved it
We identified and implemented strict controls and delegated authority and duties between site management and business owner. Business accounting function relocated to the Accorti office, enabling the business owner line of sight across business.


Outcomes achieved
Improved financial reporting, improved cash control, reduced business risk, improved management performance.


Services provided
Outsourced accounts, financial reporting, risk management

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Commercial Property Investor
Construction

Challenge
Client was experiencing financial distress due to failure of a business, putting related commercial property portfolio at risk.


How we solved it
Worked with client and other advisors to quarantine assets from legacy issues.


Outcomes achieved
Protected significant property holding from potential claims, enabled repayment of bank debt in full and secured long-term tenants providing income stream for owners in retirement.


Services provided
Strategy, business advice, risk management

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Locations
Brisbane Contact Details
Opening Hours
Mon - Fri
Sat - Sun
8:30am - 5:00pm
Closed
Brisbane
Head Office Contact Details
Opening Hours
Mon - Fri
Sat - Sun
8:30am - 5:00pm
Closed
Gold Coast

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Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Phasellus hendrerit. Pellentesque aliquet nibh nec urna. In nisi neque, aliquet vel, dapibus id, mattis vel, nisi. Sed pretium, ligula sollicitudin laoreet viverra, tortor libero sodales leo, eget blandit nunc tortor eu nibh. Nullam mollis. Ut justo. Suspendisse potenti. Pellentesque aliquet nibh nec urna. In nisi neque, aliquet vel, dapibus id, mattis vel, nisi. Sed pretium, ligula sollicitudin laoreet viverra.

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