Business Advisory
At Reion Accounting we understand the importance of values, trust, and personalized service when it comes to your business. Our advisory services are designed to provide you with the guidance, insights, and support you need to navigate the financial complexities of your business, no matter what type of company you run.
Why Choose
Our Advisory Services
Personalized Guidance:
We believe in treating our clients like family, ensuring that each individual who walks through our doors receives VIP-level service. We provide personalized advisory services that consider your unique business needs, challenges, and goals.
Years of Experience:
With over 40 years in business, we have been helping businesses of all sizes and types succeed.
Our Approach:
We take a comprehensive approach to advisory services, addressing not only financial matters but also your business’s unique circumstances and objectives.
Our Advisory Services
Business
Planning
- Understand your vision and values.
- Identify and prioritize goals, create strategies and review performance with purpose.
- Creation of a clear one-page Business Plan and a 90 Day Action Plan.
Annual Forecasting and Cashflow Management
- Improve Cash Conversion Cycle – Manage cashflow proactively, plan for incoming and outgoing cash.
- Quarterly review, analysis and adjustments – enabling you to achieve growth and improvement for positive change.
Management Reporting
- Better financial understanding with customized monthly financial reports, and discussions with an expert.
- Learn to produce and interpret your own financial reports.
Financial Awareness Coaching
- Monthly reports and discussions – identifying areas for improvement and help keep you on track.
- Efficient reporting helping you measure financial results and key drivers within your business.
KPI
Improvement Coaching
- Understand key drivers in your business.
- Measure Key Performance Indicators (KPIs) and set improvement targets.
- Create and deploy a tactical plan for improvement.
Planning for Success (virtual)
- 2-hour virtual monthly workshops – task management confidence, learn best practice strategies.
- Identify, define and prioritize your key goals, while being held accountable, encouraged and supported in a community setting.
Add-On Services
Quarterly or Monthly Coaching
- Expert coaching and support from a trusted advisor.
- Build strategies to increase profitability and achieve your desired business outcomes.
Core Value Development
- 4-hour session with an advisor to create up to 5 Core Values.
- Core values will help shape the expectations of behavior in your organization, improving team and client interactions.
Effective Governance
- Learn about governance and how it can help maximize shareholder value, achieve strategic goals, as well as minimize risk in your company.
- Create a governance framework plan, and governance action calendar.
Organizational Review
- Understand the importance of a functional Organization Chart.
- Create one with the guidance of a trusted advisor to improved sustainability and scalability in your business.
10 Hats
Workshop
- Workshop series of three half-day workshops
- Reviewing the principles and fundamentals of the Organization Chart, identifying the 10 departments in every business and their functions.
- Build Organization Chart and define roles and job descriptions.
- Formulate a plan to roll out new structure and maximize your team’s performance.
Marketing Plan
- Define clear purpose around your marketing initiatives, understand and define your target audience (this helps generate more leads).
- Create a 12-month Marketing Plan, including KPIs.
Value Based Selling
- Improve sales processes, increase productivity, efficiency and profitability.
- Give price certainty, confidently handle changes in work scope, while eliminating surprise fees for your clients.
- Create an ongoing Sales Action Plan to carry these changes with you as your business grows.
Succession Planning
- Clearly outline future goals encompassing business, personal, and family aspects.
- Identify and evaluate various succession possibilities.
- Set specific goals and actionable steps for the seamless transition of business ownership.
- Create a strategic roadmap to guide informed decision-making throughout the succession process.
Let's Partner for
Your Business's Success
Your business’s financial future is important to us. Whether you’re a small startup or an established corporation, we’re here to support you. Let’s work together to ensure the success and continuity of your business.
We look forward to becoming your trusted partner in achieving your business objectives.
Connect with one of our experienced business advisors today.
