At Pilot we assist our clients across all aspects of their businesses from accounting and financial management through to operations and human resources. Our Partners are often used as sounding boards for clients. We listen to their concerns and assist them with the different challenges of running their businesses.
The relationships with your business advisors are built on trust and understanding. Like with any relationship – the more you put into it the more you get out of it. We would therefore like to recommend a few tips to ensure that we are able to help you reach all of your business and personal financial goals.
Strategy and Business Planning
Get us involved in the strategy and planning of your business. As your accountant we have detailed knowledge of your financial affairs. With this insight we are able to provide you with an independent third party perspective of your business. We can also work with you to improve your business and take control of your future.
Keeping an Open Line of Communication
We know that business owners often find themselves time-poor. Despite this, good communication fosters a strong working relationship. Keeping in touch with us ensures that any issues that arise are dealt with swiftly (and most likely more cost-effectively).
We are available to bounce any new ideas off. Picking up the phone and speaking to your advisor at Pilot may be able to save hours of unnecessary research or planning. A quick answer or reassurance can help you take the necessary action to achieve success.
Reporting – The Necessary Evil
We recommend that you are diligent with your board meetings and management reports. At times it may be helpful to invite your Pilot advisor to attend your management meetings. Sharing your reports with us will ensure that we can see how your business is performing and identify any areas for improvement.
Thinking About Tomorrow, Today
Where do you want to be in five or 10 years time? Have you thought about your exit strategy?
By understanding the long-term goals of the business, we can also help you bridge the value gap of where you are now to where you want to go.
It is often challenging to look further down the track, especially when dealing with the issues that need to be addressed ‘right now’. Sharing your dreams and aspirations with us will help us guide you down the right path towards success.
For more information contact Jason Bayliss from our Business Advisory Division on (07) 3023 1300.