Advisory
Planning once the numbers are visible
Cash, pricing and the next hire, discussed with the team that already prepares the monthly accounts.
Where advisory starts
From the monthly report
Advice follows the profit, balance sheet and cash already prepared for the company.
Cash
What the next quarter needs in the bank, using the figures in Xero rather than a separate model.
Pricing and cost
Which work is paying for itself, once the books are current enough to show it.
The next hire
What a new salary does to cash and to the month, before the offer goes out. Payroll can sit with the same engagement afterwards.
Questions owners ask
Do you need the books first?
Yes. Advisory is useful once bookkeeping and the monthly report are in place.
Is this a separate firm?
No. It is the same Octo team, at International Plaza.
How is it quoted?
With the scope of the conversation: a one-off review, or a regular session after each monthly report. We confirm the fee before that work starts.
Tell us the decision you are facing.
Cash, pricing or a hire. We will reply with how the monthly numbers can support it, and a fee for that conversation.