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Challenge

Brisan Accountancy

Challenge • 

These are outlined below to demonstrate how they can bring value to your business

For clients who want to utilise Clarity and Insight to its full potential, we have Challenge.

Owning a business can sometimes be a self-obsession for continuous improvement, but also a lonely place with no one to bounce ideas off, and not all advice in the local pub is good advice!

Working with our Senior team and a highly awarded business coach, we work on a 12-month rolling business success plan.

We will provide you with the educated challenge your business needs for growth, team management, wellbeing, goal setting and holding the business owner accountable to their actions.

We offer this service primarily in groups to facilitate challenge and idea sharing from different industry sectors which keeps the ideas fresh by providing different perspectives for common business hurdles.

We find that bi-weekly or monthly sessions really hold the business owner to account and the most rapid path for the success, unique to that business.

A very select few clients take this service on a 1:1 basis, suitable for those who are ruthlessly determined and committed to fast changes.

Challenge

Standard Service Map

Month 0

(Internal)

Brisan team set up meeting:

Key numbers and Levers of success review

Introduce client to Clarity software and how to navigate action plan for future use.

Agree priorities for client to work on ready for first coaching sessions.

Agree priorities for Brisan to work on before first coaching sessions.

Introduce regular contact team members with Brisan

1:30 hrs

Month 1

(F2F & Zoom)

Fortnightly (F2F) coaching with Brisan’s senior team and Dean Finnegan.

Create a detailed Action with your client following first Challenge session with coach.

Complete a Tax Review to show tax savings savings.

Set up budget template in client’s software

Agree priorities for next
month.

Fortnightly – 2:30 hrs
Monthly – 1:00 hrs

Months 2-10

(F2F & Zoom)

Fortnightly coaching (F2F) with Brisan’s senior team and Dean Finnegan.

Monthly review Actions and update of plan with Brisan team.

Budget versus actuals and variance analysis carried out against plan.

Discuss successes and corrections for continued improvement

Agree priorities for next month

Fortnightly – 2:30 hrs
Monthly – 1:00 hrs

Month 11

(F2F & Zoom)

Fortnightly coaching (F2F) with Brisan’s senior team and Dean Finnegan.

Ready for next year…

Revise 7 Key Numbers and Levers of Success

Complete a Tax Review to show tax savings.

Discuss successes and corrections for continued improvement

Agree priorities for next month

Fortnightly – 2:30 hrs
Monthly – 1:00 hrs

Month 12

(F2F & Zoom)

Fortnightly coaching (F2F) with Brisan’s senior team and Dean Finnegan.

Build next year’s Financial Plan with budgets and cashflow/ financing review.

Match the new agreed Action Plan with goals agreed during Challenge sessions.

Discuss successes and corrections for continued improvement

Agree priorities for next month

Fortnightly – 2:30 hrs
Monthly – 1:00 hrs

Want to talk?

Fill in the form below to book a 1-2-1 call about your accountancy needs.

    Testimonial

    What our client's say

    "We have complete confidence in the professional service that Brisan provide, we would have no hesitation in recommending their services to others and hope to continue working with them for many years to come."

    Cool Dynamics

    "Very professional and friendly team always willing to help out and their personal approach makes them stand out from other accountants. They have the ability, capacity and skills to handle our deadlines and dealing with late adjustments in the process. We would have no hesitation in recommending Brisan Accountancy”

    GPS Projects

    "timely. We can pick up the phone to them whenever we need to discuss our business matters and are always willing to provide support. We would have no hesitation in recommending Brisan to friends, clients and colleagues."

    PDL