Client stories
Hear from business owners who found confidence in their business finances.
I started my building company as a sole trader. I only had the 1 bank account for tax, business expenses, living money etc. Within 6 months of engaging Louise's services, I had transitioned to a company structure and was paying myself consistent wages and superannuation as well as being able to use her cash flow forecasting to grow the business in a safe and controlled measure by knowing my numbers.
Over the following 6 years, my business has grown by 100%, my superannuation increased by 414%, and my asset wealth grew by 360%, including the creation of passive income streams.
The financial clarity, planning and structure Louise provided played a significant role in helping me build long-term wealth and confidence in my business decisions.
Louise helped us assess the impact of employing two additional office team members before we made the decision. Through detailed forecasting and cashflow planning, we could see the financial outcome before taking action. The additional support freed up my time on the tools to focus on higher-value activities, resulting in a 25% increase in revenue while only reducing our net profit margin by 2%.
The changes didn't just benefit the business financially. For the first time in years, I was able to stop spending my weekends in the office on Saturdays and Sundays, giving me more time with family and a better work-life balance. With the confidence that came from understanding our numbers, we also introduced a 9-day fortnight for all team members inc myself, creating a better workplace culture while continuing to grow the business.
Having the numbers mapped out beforehand gave us the confidence to make the right decision for the future growth of our business.
We were always tight with cash in our business, and after Louise looked into our cashflow, she realised why. Our current accountant had us taking mostly drawings with minimal wages and super, and drawings don't show up on your profit and loss statement, nor do they reduce your taxable income, which also equals bigger company tax bills.
After we did a forecast comparison of our current structure vs paying ourselves wages and super, we saw the benefits across three entities, and from the visual sheet in front of us it was easy to make an informed choice of which path to choose and from there we changed how we were paying ourselves. We were also able to start planning for our future financial freedom and bought a commercial investment property in our SMSF. From all this, I've learned how powerful forecasts can be.