Casey B2B

Helping you grow and increase your profits

Do you run a good business and want to make it better?

Do you understand how much your business is worth?

Casey B2B is the business advisory arm of Casey Partners, focusing on helping business owners formulate a strategy to help facilitate:

  • Improving cash flow
  • Becoming more profitable; and
  • Maximising the value of their business

This provides valuable and timely information on business performance and a basis for implanting important strategies for profit and value growth.

Business Advisory is more importable and more accessible than it has ever been.  Technological improvements with bookkeeping software and automated data feeding means that the financial reports of a business can be available in a much more timely manner than ever before.

At Casey B2B we have been improving and growing businesses for a long time.  We have the knowledge to work with you and use the tools available to best advise you on the important areas of your business into the future.

It doesn’t matter how long you have been in business or how long you plan on being in business, there are always ways to improve its profitability and value.

Our process of business improvement involves assisting you to:

  1. UNDERSTAND your business
  2. COMPARE your business to competitors in your industry
  3. ANALYSE your risk profile and value drivers (ie. What really creates profit and value)
  4. Value your CURRENT business
  5. Value where your business could and SHOULD be
  6. Improve and hold you ACCOUNTABLE – Develop a strategy to improve your business and keep you accountable for that strategy
  7. PROSPER and achieve those goals

We meet with our business advisory clients regularly – either monthly or quarterly.  As we will monitor progress and improvements based on the strategies we implement, it’s important that we meet regularly to ensure accountability and action.  With so many things to do, setting aside time to work on the business is important, so we’re here to advise, monitor and maintain that accountability.

In order to formalise this process for clients, we :

We understand the challenges facing business owners so we offer small, SME and multi-owner businesses a unique service to reduce their risks and run a better business.

Our solution to achieve these goals is the Better Business Program. Key outcomes include:

  • Analysing and benchmarking your key business risk and value drivers
  • Preparing a strengths, weaknesses, opportunities and threats (‘SWOT’) analysis for your business; and
  • Successfully resolving and documenting key improvement strategies for your business, all aimed at achieving financial independence and security.

Our Better Business Program is delivered in a time frame that works for you and we offer ongoing support to ensure your action plans are implemented and goals realised.

At Casey B2B we aim to help businesses focus on profitability and growth, which automatically leads to a greater business value.  This is important in any business, no matter how big or small, so contact us today to have a chat about how we can grow your business.

Pricing and Packages

Business Advisory Package – From $250 per month (plus GST)

Quarterly financial performance reporting to be customised to your needs, but may include the following:

  • Quarterly financial performance meeting
  • Customised business KPIs and trend analysis
  • Industry benchmarking and comparison
  • Goal setting and implementation
  • Setup and monitoring of a business plan

Virtual CFO Package – From $500 per month (plus GST)

 Monthly financial performance reporting to be customised to your needs, but may include the following:

  • Monthly financial performance meeting
  • Customised business KPIs and trend analysis
  • Industry benchmarking and comparison
  • Goal setting and implantation
  • Value Gap Analysis
  • Ongoing internal process improvement
  • Setup and monitoring of a Business Plan

Additional Engagements

In addition to the above packages we offer many other services to benefit your business including, but not limited to, the following:

  • Preparation of an annual three-way budget and cash flow forecast to be monitored and updated to actual performance results on a monthly or quarterly basis.
  • Executive board position – We may work together towards us having a position on your Executive Board, getting involved in the future profitability and sustainability of the business directly.
  • Rather than monthly or quarterly meetings, you may choose to employ us for a set business consulting engagement to value your business, critically analyse business processes, or any other important area of your business that requires special attention.

These engagements would be priced to suit your needs prior to completing the agreed work.

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