CPA Business Risk & Performance Advisory
OPTIMISE - > GOVERN -> STRATEGISE
A simple, powerful system to simplify business, control the numbers, and build a future with momentum and confidence
OPTIMISE
-> Simplify to Strengthen
PURPOSE
Clear the clutter, tighten the operation, and stabilise the foundation
THE PROBLEM IT SOLVES
Chaos
Overwhelm
Inefficiency
Owners working too hard for too little output
THE PROMISE
A leaner, cleaner, smoother business to maximise your strengths and minimise the cracks
WHAT HAPPENS HERE
Identify and resolve friction points across the operations
Streamline processes and systems
Improve workflows, communications, and delivery
Reduce noise and remove hidden inefficiency
Establish a baseline for performance and profitability
THE PAYOFF
Less stress. More breathing room. A business that finally runs the way it should.
GOVERN
-> Take control of performance
PURPOSE
Give owners full visibility and control over the numbers, compliance, and operational performance
THE PROBLEM IT SOLVES
Guesswork
Uncertainty
Cashflow surprises
Fear of not knowing what’s really going on
THE PROMISE
Clarity, confidence, and control
WHAT HAPPENS HERE
Establish simple, practical dashboards
Establish financial rhythm (cashflow, KPI’s, forecasting)
Align targets with daily behaviours
Ensure compliance is tight and stress-free
Strengthen internal accountability and leadership habits
THE PAYOFF
The owner feels in control. Clarity on what’s working, what’s not, and what needs to happen next.
STRATEGISE
-> Grow, Exit, or Retire
PURPOSE
Give business owners the pathway to their ideal future - without chaos, fear, or guesswork
THE PROBLEM IT SOLVES
Stagnation
Plateauing
Ambition without a plan
A future exit/retirement that feels vague and risky
THE PROMISE
A clear, actionable roadmap for growth - whether it’s scaling, stepping back, or building a business ready to sell
WHAT HAPPENS HERE
Define long-term direction and personal goals
Build an achievable (data-driven) strategic plan
Create capacity to grow (team, processes, time)
Design the business to run with less owner dependence
Map steps to scale, succession, or exit
THE PAYOFF
The owner feels momentum. A business that works for the owner - not the other way around