Challenge •
Brisan Accountancy
Challenge •Â
For clients who want to utilise Clarity and Insight to its full potential, we have Challenge.
Our Challenge service is a dynamic, outsourced finance team and finance director solution tailored to help ambitious businesses thrive. By aligning financial planning with your strategic and operational goals, we provide the expertise and accountability you need to scale effectively.
Key Features of the Challenge Service
Financial Planning and Goal Setting: We collaborate with you to develop robust financial plans that support your business’s long-term vision, ensuring alignment with operational priorities.
Accountability and Guidance: Acting as a strategic partner, we hold business owners and stakeholders accountable, providing the necessary challenge to drive results.
Team Management and Financial Wellbeing: From managing financial teams to fostering financial wellbeing across the business, we ensure your team operates at peak efficiency.
Systems Migration and Process Optimisation: Our experts oversee system migrations and process improvements, streamlining operations to reduce risks and improve reliability.
Growth and Acquisition Readiness: Designed for businesses looking to scale or position themselves for acquisition, our service enhances financial transparency and attractiveness to investors or buyers.
Who Is This Service For?
The Challenge service is ideal for ambitious, growth-focused businesses seeking:
- Proactive financial leadership.
- A trusted partner to help achieve their goals.
- Expert guidance to navigate complexities in scaling and acquisition planning.
With our Challenge service, your business gains more than financial expertise—you gain a partner committed to your success.
Let us help you achieve clarity, accountability, and growth.
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.
Month 1
(F2F & Teams)
Fortnightly coaching with Brisan’s senior team.
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.
Months 2-10
(F2F & Teams)
Fortnightly coaching with Brisan’s senior team.
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.
Month 11
(F2F & Teams)
Fortnightly coaching with Brisan’s senior team.
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.
Month 12
(F2F & Teams)
Fortnightly coaching with Brisan’s senior team.
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.


