Joe was a smart business owner. When he started his own company, he knew that he needed to focus on his strengths and delegate tasks that were not in his area of expertise. This is why he partnered with an accountant to help him with the finances of his business.
At first, things were going well, and Joe was happy with the progress of his business. However, after a few years, things started to change. Sales began to slow down, but expenses remained the same.
Joe wasn’t sure what was happening. He couldn’t point out what the problem was. All he knew was something wasn’t right.
Joe tried a few different things to try and revive his business, but nothing seemed to work. He was starting to feel lost and unsure of what to do next.
Joe decided to take a closer look at his financial reports. He wanted to see if there was something that he was missing.
After reviewing the reports, he realised that his accountant never mentioned any growth opportunities. This surprised Joe because he thought that his accountant would have been watching for things like this.
Joe started to wonder if he had made a mistake in choosing his accountant.
Joe decided to meet with his accountant to discuss his concerns. He wanted to know why he wasn’t being advised of any growth opportunities.
After the meeting, Joe realised that his accountant was only focused on preparing the financial reports and ensuring that everything was accurate. They weren’t looking at the bigger picture and advising Joe on how to grow his business.
Joe realised that he needed someone who could provide him with more than just bookkeeping and accounting services. He needed someone who could offer him insight and advice on how to grow his business. That’s when we met Joe.
Joe had recently seen our blog post about the Success Trifecta – and he was intrigued.
He wanted to know more about how we could help him grow his business. After a few minutes of chatting, it was clear that Joe was passionate about his work – but he was struggling to find success. We shared our three essential tools for business success with Joe – and he was hooked.
Just from the short free chat with Joe, we were able to help him discover some major potential growth areas in his business. We reviewed the financial reports and discovered something amazing: even though sales were still the same, there was a big growth potential! The previous accountant never mentioned this because they only discussed taxes at the end of the year. Joe was amazed at how much potential his business had – and he was ready to start growing!
We helped Joe create a growth plan and gave him the tools he needed to succeed. Joe is now on track to reaching his goals – and he’s loving every minute of it! We’re so grateful that we were able to help him turn his dream into a reality. If you’re struggling in your business, we want to help you too!
Schedule a free chat with us today to see how we can help you grow your business. We’ll review your financial reports and offer advice on how to improve your bottom line. Let’s chat!
Are you struggling to make your business work?
Insight CA Limited is a team of experienced Auckland-based chartered accountants and business advisors who can help. We’ll give you the power to see what’s really happening in your business, so you can take control and start making progress. Click here to learn more about how we can help you achieve your goals.