Advivo Business Advisors and Accountants share some of the key ways that we educate and empower our clients.
At Advivo, we are extremely conscious that running a business is a complex and continually changing environment. This is why we provide education and empowerment opportunities to help businesses reach their potential. We hold regular seminars on relevant and timely issues, which sometimes also provide opportunities for business owners and teams to meet and network. Here are a few ways we educate and empower our clients:
EDUCATE
A core commitment we uphold for our clients is our regular educational opportunities offering our them a chance to stay up-to-date and ahead of the curve. Along with our one-on-one services we offer:
1. Regular events and seminars
We run regular events and seminars with guest speakers across a range of services and specialist areas. These events are free of charge and often run online with a few evening in person sessions.
2. Regular newsletter, blogs and articles
We post weekly blogs and articles to our website and summarise these in a monthly newsletter direct to our client’s inboxes. Our partners also identify and disseminate relevant articles and opportunities directly to clients, including acquisition opportunities and industry intelligence, to showcase how these might be beneficial to you and your business.
EMPOWER
We always say knowledge is power. So, in addition to education, we provide multiple different options to empower our clients to make good business decisions. Some of these options include:
1. Monthly or Quarterly Service Programs (MSPs)
Our Monthly or Quarterly Service Programs (MSPs) that are created to help improve businesses and remove the stress associated with end-of-year accounting, tax, and ongoing monthly/quarterly obligations. Through our MSPs, we provide effective management reporting and monitoring to ensure there are no year-end surprises. Our monthly account reviews weed out any bookkeeping oversights and miscoding BEFORE they become an issue, putting the control firmly back in our clients’ hands. This provides the comfort of knowing that we’re across their current business situation and will always have an eye on things in the background.
2. Business Pulse Report
Our regular Business Pulse Reports not only provide valuable business insights but also open subsequent discussions with our clients. It also forms part of the ongoing business improvement and empowerment process.
3. Future Fitness 3-Way™ Report
This report is something that is completed as part of our ‘Business Planning session’. It is a powerful and flexible 3-way budgeting, forecasting and business/project modeling tool that we use to help businesses thrive by examining Cash Flow, Profit & Loss and Balance Sheets.
By implementing the 3-way modeling correctly, the Future Fitness 3-Way Report™ syncs with our client’s expectations, giving them a clear picture of anticipated profitability, the amount that should be in their bank and even the business’ overall net worth.
At Advivo, we pride ourselves on our five core values that underpin how we will work with our clients to create sustainable business growth and help achieve their goals. Stay tuned for the next blog in this series around accountability.
