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WHAT WE
OFFER

THIS LIST IS BY NO MEANS
EXHAUSTIVE, AND OUR TEAM IS
MORE THEN HAPPY TO DISCUSS
ANY REQUIREMENT YOU MAY HAVE

STRATEGIC PLANNING

The pressure of day-to-day business often means that strategic planning can take a back seat. But to keep moving forward and be successful your business must plan ahead. We have the experience and expertise to help you develop a strategic plan that looks at where you want your business to be in both the short and long term.

Budgeting

Cash is the life blood of any business and a budget allows you to measure the peaks and troughs of your cash flow before lack of cash becomes a problem. The budget also allows you to set financial targets and measure your performance.

Through Xero, we can set budgets for you that allows you to measure your performance on a monthly basis, so you can determine whether you performed the way you planned to do. In addition to goal setting, budgets are now often required by Banks and other funding providers before they will lend against your cash flow needs.

Cash Flow Forecasting

Survival in today’s business means you have to be financially fit – is this the right time to invest in an item of plant, should we have more stock and do we have enough money to pay our employees at the end of the week. Through Xero, we can provide you with accurate, timely and informative cash flow forecasting that will help you:

  • Know when cash is available.

  • Plan and prepare for expansion.

  • Analyse and anticipate key expenses such as payroll.

Equipped with this information, we will work with you to develop the best options that suit your needs.

Management Consulting

Through our extensive experience, we have the know-how to run your business profitability. We have experience in governance and advisory boards that automatically you can take advantage of. We will check that your business is competitive and profitable and suggest, where appropriate, other options that will maintain your profitability.

Let us give your business a health check! Take the practical advice we can offer and use it to maintain the ongoing success of your venture.

Strategic Planning

With the pressure of daily business, it often means that strategic planning can take a back seat, but for a business to be successful, it must plan ahead. With the experience we have gained, we can help you develop a strategic plan that looks at where you want your business to be in one year or three – five years. A good strategic plan must consist of:

  • Definition of your objectives and financial goals.

  • Have a plan in place to help you achieve your plans.

  • Know your market and identify your competitors.

  • Define the makeup of your company in the 1 year or 3 – 5 years.

Succession Planning

As a number of people often don’t forecast their own demise, we need to have a long term succession plan in place. Coordinating the transition of the business to its successors can be fraught with problems and become a very arduous process. However, with our experience we can address the issues of business continuation.

THE
HARDEST
PART OF
MOVING
FORWARD IS
NOT
LOOKING
BACK


Personally we have found Walsh & Associates excellent business partners who add good value and professional services to our group of companies.

The personnel are well qualified in providing common sense solutions in all aspects of commercial accounting and financial business systems in running a successful business today.

Walsh & Associates senior people are excellent to deal with, are easy to access and importantly are most cost effective for our business too.

Edwin Brown – Jemvest Ltd & Lochkin Investments Ltd.