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Tailored business solutions and Xero support

We can offer you customised business solutions, giving you the tools, foundations and experience we have combined to ensure you are always front of mind and we do the best we can to help our clients achieve what is possible. 

Business Solutions we provide:

✔ Business Advisory    

✔ Business Training services

✔ Cashflow Forecasting

✔ Monthly and quarterly Coaching

✔ Performance & Job tracking

✔ Management Reporting

✔ Business Planning

✔Streamline business systems

✔Business Startup Course so you get it right first time

✔ Xero Training and more…

Tradie Business Training Services

This service is specifically deigned for the Trades and is held onsite at yours or held remotely and in your data file. We will review your data, have a conversation and guarantee we will find a way to streamline systems and find a tip for you as a take away.

The session consists of one x 2-hour session and covers a variety of topics, tailored to your business. This is held at a time that suits you.

Topics and benefits:

  • Working through your Xero business file  – Education around what best practice around invoices/bills and documentation.

  • Understanding business best practices – Best practices, ensuring that you are charging everything you should be, what is included in your P&G, overheads, gross profit, margin vs markup.

  • Knowing what is included in your staff rates– Working through and understanding best practices around what is included in your staff hourly rates, PM fees, downtime and difference between profit & cash.

  • Pricing how to tips - Lets discuss what you are charging, are you missing anything, tips and ideas on best practices.

  • Where to next - Identify any further support needed and an opportunity to address anything you want to cover from the sessions again.

Business Health Check

This service is offered to all businesses and is held onsite at yours or held remotely and in your data file. We will review your data and guarantee we will find a way to streamline your systems or the session is free.

The session consists of one x 2-hour session and covers a variety of topics, tailored to your business. This is held at a time that suits you.

Topics and benefits:

  • Working through your Xero business file  – Education around best practice around invoices/bills and documentation.

  • Xero Tips & Tricks – Reconciling transactions, best practices, producing reports, GST returns, reporting, recording bills, ensuring you have correct documentation and tips & tricks.

  • Understanding business best practices – Working through and understanding best practices around what you are charging, business costs, cashflow, GST reconciliations, month end best practice plus much more.  Identify any further support needed and an opportunity to address anything you want to cover from the sessions again.

Business planning & coaching

Every business needs a plan. Learn "why" your business exists, "what" you can achieve and "how" you will achieve it.

  • At times as a business owner do you feel alone and unsupported?

  • Would you like someone independent to discuss your business ideas with? 

  • Do you find it difficult to make time to work on your business rather than in the business?

  • Are you keen to find new strategies to improve performance and overcome business challenges?

A Business Planning session will require you to take time out from day to day activities in the business to focus on the business. Together we  will set some solid and realistic business goals with defined strategies for achievement and then follow this will monthly or quarterly coaching sessions so you have someone to guide you 

Benefits:

  • Identify goals and what's needed to achieve them.

  • Review and direct your business towards higher profits and better cash flow.

  • Get expert advice to refine your ideas and understand their impact before applying them.

  • Enhance leadership and tackle tough issues to boost business performance.

What does this mean for you?

We sit down with you, discuss and analyse your business and systems, then report back to you on our recommendations.

This could involve one or more of the following services being implemented.

  • Customised Business solutions to your requirements.

  • Analyse and set company budgets.

  • Advisory - Analyse data and make recommendations.

  • Business Improvement Services.

  • Streamline business systems

  • Clarity in your business.

  • Understand your Numbers, bottlenecks and opportunities.

Ready to start saving time and money? Contact Leah today to book a time to meet and find out more about our tradie packages.

Beyond Your Numbers business review service

Virtual CFO

As the owner of Chocolate Velvet (at the time) we had used BYN for 4 years. In the time we had with Leah we had a very clear understanding of the business at any time. Leah and the team have been amazing to work with, from general bookkeeping, payroll, gst, paying suppliers to strategic planning and business coaching.

As covid hit us hard we had to change the way we worked, consulting with Leah team we were able to put a plan in place to over come the hard times and staffing issues (which Leah was heavily involved in), meeting with staff and even hiring.

I would encourage any business owner that wants more from their business and more free time to meet with Leah and team to understand how amazing the service is.

Phil Lash

Business planning

From a client I have had for over 4 years, he is a tradie and has ADHD.

His comments were that he was always looking for beyond the numbers stuff but did not have the courage to ask for further help, everyone else has always just focused on the bottom line with him and he knows we know there is more to business than that and he needed more than that.

Coming to the office, seeing my values on the wall and discussing these in the planning session, referring back to what I was trying to get from him, allowed him to paint the big picture in his head, overcome his fear, he knows I won't bullshit him, and he said he found me and the session to be truly inspirational.

Business Services

When I started my current business - Penati Crackers - I decided that I wanted the flexibility to be able to work from anywhere in the world. Part of this process was having a good bookkeeper to attend to the accounting tasks like GST, tax payments, and other issues that pop up from time to time.

My first bookkeeping company didn't work out too well and after about 8 months I started looking for a new company that would meet my expectations.

And low and behold, Leah Keown popped up one day. I've been thrilled with her service, knowledge on Xero and other bookkeeping practises and her ability to get things done in a timely and cost effective manner.

Leah has literally saved me thousands of dollars per year by speeding up processes and thereby charging less time.

I'm particularly relieved that when I can't do my sales and invoicing for a day, or if I want a break for a week or two Leah can step in at short notice and perform these tasks seamlessly.

If your books are keeping you awake at night - give Leah a call, she's incredibly professional, practical and approachable.

Don Grant

Business Development

Leah and the Beyond Your Numbers team have helped us in measurable ways in the short time we have been working with them.

We have actioned a number of positive changes which have been due to her input. Even after many years in business, there were things we just weren't doing well. We are on the path to having better systems in place to cope with the day to day running of our business and to be able to spend less time doing bookwork!

Jane Murray