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Did you know that more than half of small businesses fail due to a lack of strategic planning?

A failure to plan is a plan to fail. We can help you succeed in your business and take another step towards becoming better financially organised.

Berkmans Chartered Accountants can help you in the strategic areas of:

  • Business efficiency – helping you work ON your business rather than IN it.
  • Profitability – determining the profit improvement potential of your business.
  • Cash flow – assessing and projecting your cash flow situation.
  • Risk reduction – ensuring your family is financially secure.
  • Asset protection – protecting what you have worked so hard to achieve.
  • Business succession – your exit strategy.
  • Reviewing the individual plans that all businesses need to implement
    • Operational plan
    • Marketing plan
    • Human resource plan
    • Financial plan
    • Innovation plan
  • The Action Plan – this is your commitment to implement the agreed strategies and to measure the Key Performance Indicators on a regular basis.

Let us coordinate your business planning process to achieve significantly improved profits and enhanced business value.

Case Study - the role of a trusted business adviser

When Sandra first came to see us, she was concerned that she was not receiving the value she should be from her current accountant. Acting as her business adviser we were able to add value to her business by offering practical business solutions, not just accounting compliance services.

Working through our 7 Step process and through asking a series of questions, we were able to identify a series of improvements for each area of Sandra’s business. Through our planning process, we helped Sandra to identify strategies to work towards the improvement opportunities identified and set some timings.

Sandra’s business is thriving. Her sales have increased, gross profit has almost doubled and the business is now debt free. While Sandra had the ideas for the business, she wasn’t sure how to bring them to fruition. Our role as business advisers is to help bring them to fruition by offering practical business solutions, mentorship and accountability.

Contact our team today for a free initial consultation to help manage your business planning and help you on your path towards becoming better financially organised.


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