One of the most enjoyable aspects of my job is meeting with our clients. Even though we might be reviewing our clients’ data on a monthly or quarterly basis, we often discover new things when we speak.
How do we meet?
We don’t have to meet in person these days, which means you can be anywhere in the world and still talk to us. There are many tools available that make meetings a lot easier. Often we use Skype or Zoom simply connect with your laptop or a tablet and go.
What is especially great when using a tool Skype or Zoom is the ability to share screens. We can show the reports to you and talk through the figures together as we’ll be looking at the same information in real time.
What will we talk about?
We’ll put an agenda together to cover any specific items you wish to go over and then look at the most recent financial reports with you. For example, we may concentrate on any out of the ordinary transactions, or any new types of expenditure. We also have the opportunity to discuss any major changes that might affect the future financial performance of your business.
Why do I need to meet with my business advisor more than once a year?
Numbers tell a story. We have found that by going over the financials on a regular basis helps our clients stay on top of their income and expenses, as well as helping them plan and forecast.
By meeting more often we have an opportunity to discuss any changes in your business and we’ll often work together to find ways to improve business performance.
Do you know if your revenue is up or down this quarter? If so, why is that?
Are your expenses higher than usual? If so, why? Perhaps you need to put better cost control processes in place?
Is your business profitable? and if yes how about 6-12 months down the line?
There is a lot we can discuss, and these meetings are really all about you and your business, and how we can help you.
Reach out to one of our advisors to book your next financial review meeting.