your path to better business outcomes
Our advisory services are designed to sharpen your focus on your business goals and priorities to ultimately achieve better business outcomes.
Here’s how we do it.
Our services
Strategic Planning
We work with you to co-create a one-page plan that will set you up for success and act as your roadmap to build a better business
Operational Efficiency Improvement
We work with you to align your resources, technology, and process workflows to give you and your team back time
Advisory Board
As your lead advisors, we’re on call to be your sounding board, to keep you on track, and to ask the questions that can add real value to your business
“acumin.io were able to dig into the detail of our business, pinpoint exactly what we needed from our new systems, and implement a raft of efficiencies and automations for both our bookkeeping and management processes along the way!”
— Melissa Sharland, McGrath & Frisby
Strategic Advice & Planning
Business conditions are constantly changing, and responding to change while growing a business can be challenging.
Getting the balance right all comes down to strategy and planning.
Our strategic advisory services can help you to:
Assess market opportunities and business conditions
Clarify shareholder and stakeholder expectations
Gain alignment between owners and managers
Develop action-oriented business growth planning
Identify and mitigate growth risks
Set succession plans in place
Set targets and KPIs
Develop forecasts and budgets to underpin business performance management.
What to expect
The best laid plans start with the end in mind, which is why all of our engagements typically start with a Strategic Planning Session. During this half / full day workshop, we’ll dive into the detail of your business to co-create a plan that will set your business up for success. We’ll pick apart your goals and targets and help you create a roadmap for the year(s) ahead.
We’ll create a space for you to think, explore new ideas and work through critical issues, working together to develop your strategic position and a course of action.
With your plan in place, we’ll help keep you on track towards the good bits, and hold you accountable to making it happen with monthly or quarterly advisory meetings.
Operational Efficiency Improvement
It’s a delicate balance of resources, processes, and technology that makes the magic happen in your business.
When was the last time you looked under the hood to check everything aligned?
Through our operational efficiency review, we can help you to:
Optimise your systems and processes
Improve your efficiency & maximise your resources
Implement technological transformation
Enhance financial and operational reporting processes & outcomes
Integrate apps, systems, and processes for efficiency gains
Develop forecasts and budgets to underpin business performance management
Drive positive business outcomes.
What to expect
Sharper inputs lead to better outputs. That’s why, in our Operational Efficiency Review, we conduct a 360 review of your key operations, picking apart the moving pieces and identifying opportunities for improvement that will strike the perfect balance of resources, technology, and processes.
We’ll help you implement or refine technology that does the heavy lifting for you, make sure you have the right person doing the right tasks, and provide best practice process and workflow solutions that will support your business now and in to the future
Platforms & providers we work with
Plus many more
Advisory Board
There’s never a dull moment when you’re running a business - but when you’re chasing your clients (or your next big idea), it’s easy to loose sight of the bigger picture.
Your Advisory Board is your personal team of experts, on call to guide you through your next stage of growth, challenge your thinking, and keep you on track towards the good bits.
As your expert advisory board, we are here to:
Act as a sounding board
Sanity check new ideas and projects
Prepare / review financial management reports
Help you to implement long term business strategies
Identify new business opportunities
Establish good corporate governance
Manage risk and succession plans
Challenge you and your management team to achieve your goals.
What to expect
Our Advisory Board service is designed to provide ongoing support and guidance for you as a business owner, and your management team. We’ll meet with you bi-monthly or quarterly to review your progress towards your strategic plan, provide a sounding board for new projects and ideas, hold you accountable to set goals and targets, and mentor you and your executive team through your business journey.
What people are saying about working with acumin.io
“Steve from acumin.io has recently transitioned our business to Xero. The project was carefully & strategically planned ahead and the roll out was streamlined. We would highly recommend the services of acumin.io”
— Megan Buck, Michael Buck Intellectual Property
“We engaged acumin.io to help find a solution to our scheduling systems. We were absolutely blown away with the options and solutions Steve assisted us to implement. He has improved our business processes overnight and provided us with a product that seamlessly integrates with the rest of our operations.”
— Melissa Sharland, McGrath & Frisby
“Since engaging acumin.io to help us transition to a cloud based accounting package, we’ve been able to reduce our end of month reporting timeframes by two days – meaning we have the data to make informed decisions in our business far sooner.”
— Jodi Anderson, Masters Surveying