When setting up a business, it is imperative to engage the right team of trusted advisors from the start. Pilot Partners provide expert accounting and advisory guidance to many new businesses who can benefit from assistance with their business planning, setup, and structuring.

Background

Pogozo is a purpose-built practice management platform designed for allied health and fitness professionals, offering an integrated solution to the common operational challenges faced by business owners in the industry.

Pilot has a long history with the Forde family – spanning several decades – providing trusted advice across accounting, tax, and business structuring matters. In recent years, this relationship has extended to Alex Forde, with Pilot supporting her through the planning and establishment of the Pogozo business.

Solutions from Pilot

The longstanding relationship between Alex’s family and Pilot Partners began with Brian McDonald, who held strong ties with the Forde family, ties that remain today. Brian’s trusted guidance and expert advice over the years led Alex to engage Pilot Partners for her business, Pogozo.

Alex had also been working with Pilot since the very start of her career, gaining first-hand insight into the value of having trusted accounting support.

“I realised early on how important it is to have an accountant you can rely on, for both personal and business matters,” Alex said. “From my first job to becoming a sole trader with more complex financial needs, and eventually employing staff and running a company, I’ve learned the importance of having the right experts by your side.”

As well as the Forde family continuing to work with Brian McDonald, Angela Stavropoulos and the Pilot Business Advisory team support Alex and Pogozo with tailored accounting and advisory services.

From day one, Alex approached the Pogozo venture with a long-term mindset. She collaborated closely with Pilot to ensure the business was structured to handle the complexities of multiple entities, keeping the company responsible for building and licensing the software separate from the distribution arm. With Pilot’s guidance, the right structures were put in place from the outset to help future-proof the business and support both short- and long-term growth objectives.

This proactive approach is something Brian McDonald, Partner at Pilot Partners, strongly encourages for any new business. “It’s important to seek the right advice and set things up correctly from the outset, and to spend time with your advisors. When setting up structures for a business, there are many factors to consider, including asset protection, exit strategies, and not just tax-related considerations. You should make sure to invest the time and seek advice from your advisor, as Alex and the Forde family have done,” explained Brian McDonald, Partner, Pilot Partners.

Looking Ahead

Pilot Partners supports clients like Alex through every stage of their business journey, helping them make sense of their financials and grow with confidence toward their goals.

“As someone who really likes to understand the numbers and what they mean for my business, it’s been incredibly helpful to have Pilot’s support,” Alex shared. “Knowing the team is there to sit down with me, explain everything clearly, and ensure I’m across the details, is important and valuable to me.”

With the national rollout of the Pogozo software planned for later this year, client acquisition will be a key focus for Alex and her team. Once their local growth milestones are met, the next step will be to assess global markets for expansion opportunities.

Through its membership of Nexia, a leading global network of independent accounting firms, Pilot will be able to support Pogozo’s international growth ambitions, by providing access to trusted advisors around the world.

“It has been exciting to watch Alex move through her career and launch this groundbreaking software business. We’re proud of the strong history we have with Alex and her family, and she knows we are always here to help her with her accounting, advisory and business planning needs,” said Angela Stavropoulos, Partner, Pilot Partners.

 About Pogozo

Pogozo is a feature packed, all-in-one solution designed specifically for allied health and fitness businesses offering appointments and classes, providing one practice management software program to support all services.

The Pogozo software streamlines scheduling, billing, payment receipts, marketing and client communications. The intuitive appointment booking system lets you set your availability and encourages your clients/members to make their appointments by use of an app or website, saving the practice time and money on administration tasks.

To learn more about Pogozo, visit https://pogozo.com/

Learn More

 To learn more about how Pilot Partners can assist with your business’ needs, contact Brian McDonald at bmcdonald@pilotpartners.com.au, Angela Stavropoulos at astavropoulos@pilotpartners.com.au or call (07) 3023 1300.