Sheppard & Ormsby
Count On Us
We specialise in correcting your cashflow issues, aligning your business to your personal goals and levelling up your financial literacy.
Our values are family first, deeper connections, lifelong learning, continuous improvement and financial literacy for all – you’ll feel those infused into everything we do.
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How We Can
Assist You.
01.
Tailored SME
Business Compliance
Keeping you and your business moving.
- Annual Financial Statements.
- Income Tax Returns.
- GST Return, Preparations & Filing.
- Companies Office Annual Return.
- Provisional and Terminal Tax Reminders & Assessments.
- Quick Query Phone & Email Support.
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02.
Advisory Financial
Forecasting & Budgeting
Planning for the future of your business.
Banks and financial institutions usually require business budgets and forecasts when you are applying for lending. Our financial forecasting & budgeting services will get this tricky job done with you and for you and in a timely manner to keep your application moving to get those funds in as quickly as possible. Don’t put this in the “too hard basket” and let your business suffer. Let’s work together instead to make it quick and easy and get that money in. Even where not required by outside parties, forecasting and budgeting is as essential a business process as is end of year tax or GST for businesses who want to thrive.
Banks and financial institutions usually require business budgets and forecasts when you are applying for lending. Our financial forecasting & budgeting services will get this tricky job done with you and for you and in a timely manner to keep your application moving to get those funds in as quickly as possible. Don’t put this in the “too hard basket” and let your business suffer. Let’s work together instead to make it quick and easy and get that money in. Even where not required by outside parties, forecasting and budgeting is as essential a business process as is end of year tax or GST for businesses who want to thrive.
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03.
Business Development
Coaching & Planning
Coaching | Quarterly in-person meetings.
Quarterly in-person meetings that will provide you with supportive accountability and the opportunity to discuss any concerns or changes in your vision of the business as well as any questions you might have regarding strategy and development. In our meetings, we will work together to measure your business performance against the metrics plus help keep you focused and on track to achieving the goals established in the business planning workshop.
Quarterly in-person meetings that will provide you with supportive accountability and the opportunity to discuss any concerns or changes in your vision of the business as well as any questions you might have regarding strategy and development. In our meetings, we will work together to measure your business performance against the metrics plus help keep you focused and on track to achieving the goals established in the business planning workshop.
Planning | Success is about planning; we want to help you achieve success.
Our business planning service is a half-day one on one workshop – it’ll require you to take some time out from your normal day to day activities in the business to step out and focus on the growth and future of the business. Together we will review your past performance and clarify your future direction. Working alongside you, we will set some solid and realistic business goals and define strategies for achievement.
Our business planning service is a half-day one on one workshop – it’ll require you to take some time out from your normal day to day activities in the business to step out and focus on the growth and future of the business. Together we will review your past performance and clarify your future direction. Working alongside you, we will set some solid and realistic business goals and define strategies for achievement.
A business plan is one of the most powerful tools not only for yourself but your team. It provides you with a vision and brings everyone along on the journey. There are so many amazing examples of success stories from leaders who have practiced their business plan to increase team engagement – all the while, increasing profitability.
At the end of the workshop, you will have gained:
- A business plan which not only identifies the goals you have but also provides you with a roadmap on how to get there.
- A set of realistic and measurable goal’s to track your progress.
- Tailored strategies to assist you in achieving the goals you have set out.
- The security and peace of mind of knowing you have a plan for success.
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04.
Education
Supercharge Your Business Know-How with Sheppard & Ormsby’s Educational Services!
Discover workshops and webinars tailored to boost your financial literacy, demystify accounts, and unleash the power of accounting software like Xero. Take control of your business by learning the essentials of financial management and gaining practical tools for success.
Join us to unlock your potential and thrive in the competitive world of business.
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