Cashflow Management Coaching

Cashflow planning is best practice in any business and critical to survival and growth. We prepare cashflow forecasts and also provide cashflow coaching to help you look ahead with confidence.

Setting targets and monitoring your actual cashflow against your forecast will enable you to predict and plan for large cash outflows, and respond to changes in your business.

Is this for me?

Every business owner needs an understanding of cash and liquidity for better decision-making. Even profitable businesses can experience extreme cashflow problems, just as unprofitable businesses can survive if they’re well-funded.

 

What’s involved:

Our Cashflow Management Coaching service has been designed to treat the underlying causes of poor cashflow - starting with your Cash Conversion Cycle. Understanding the difference between profit and cash and your business’s Cash Conversion Cycle is essential for your business to be viable in the long-term.

Together we’ll conduct a thorough review of the potential causes of your cashflow challenges and recommend strategies to maximise cashflow.  We will then set annual goals and devise a 90-day Action Plan for improvement, with follow ups to keep you accountable.  

When should I undertake a Cashflow Forecast?

Ideally, all businesses should have a Cashflow Forecast in place at the beginning of the new financial year.  However, we can prepare one at any time.  Your lender may also request a Cashflow Forecast.

Benefits of Cashflow Management Coaching:

  • Allows you to monitor and maintain your cashflow on a monthly basis

  • Monitor actual cashflow against forecast in your accounting or reporting software

  • Allows you to predict and plan for large cash outflows

  • Understand key cashflow drivers and your business’s Cash Conversion Cycle

  • Identify ways to avoid late payment penalties and interest

  • Improve your relationships with financiers and suppliers

  • Gain an understanding of cash and liquidity for better decision making

  • Peace of mind that your cashflow needs are known and properly funded

  • Improve business processes to boost cashflow, profit and business value

  • Support your business to achieve its goals in a managed way

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    Monthly or Quarterly Coaching

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