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Most accountants can do financial statements for your business. Most can complete and lodge tax returns too. But what you really want is to
  • work less, have the same income but pay less taxes.
  • like to have more income but don’t want to work more.
  • like to have more wealth.

How do you do that?

Well, Hitesh Mohanlal’s book the Passport to Real Wealth and Financial Freedom is a good starting point. When you become a client of the practice you will be given a copy or you can buy one by clicking here. There are several ways to reduce time, make more money and build wealth but in a nutshell, you need a plan. You then need execution of that plan and then you need some accountability to ensure what you say you will do you end up doing. How do you create a plan? Well, first you need to know exactly what it is you want personally and professionally. Once you have clarity on that you will know what needs to happen. If you want more free time it usually means a plan on making your business more efficient. If you want more money it’s about a plan to scaling your medical business and if you want more wealth it is about and plan on investing for the future. Here is what we provide:

• Value Gap Reports

These reports tell you exactly how much cashflow changes, the change to your profit, and the exact dollar amount you could make or lose. Eg you decide to increase prices by 1%. The calculations will show how much extra profit can be made and the net affect on cash.

• Profit Improvement and cashflow meetings

These are designed to assist in improving your cashflow and profits. The idea is to come up with a plan and then execute that plan.

• Forecasting and cashflow management

We all know cash is king. So it makes sense to forecast cash coming in and cash going out. And then we ask how we can make it better, come up with plan and make sure we are accountable to so that the plan works.

• Business & Personal Planning

This is a detailed 4 hour meeting to discuss your personal goals, business goals, the mission and vision of the business as well as core values the business and the team will align to.

We then set timelines and targets to be completed in 90, 180 and 270 days.

• Monthly/ Quarterly Business Advisory

Here we are constantly asking what is working and what is not working in the business. Where is the business now and where does it need to go.

What are the business goals and targets going forward.


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