OBT Business Solutions

Planning today, delivering tomorrow

Working with an accountant who is also a specialist business advisor to provide specific management advice makes a lot of sense, yet only a few firms are qualified and confident enough to do so. OBT has been doing business advisory for our clients for a number of years.

Like you, OBT is a business experiencing the same issues faced by many. The product we offer may differ to your own but in all other respects we face very similar day to day issues. Like you, we utilise strategic and operational plans, we promote ourselves, we hire, train and retain staff, and we monitor our profitability and cash flow. All the things every business needs to address, we also address, namely:

Profit

If you are like many business owners, your business is your primary asset. One very valuable service the OBT Business Solutions team offers is to help our business clients see the correlation between profit and business value and then put in place proven strategies to grow both, typically:

• Understand your business profit drivers
• Comprehend the relationship between your business value and sustainable profit
• Determine and execute strategies to build your business value
• Employ wealth creation strategies, through OBT Financial Planning, to assist in planning for succession and/or sale and ultimately funding retirement

Cash flow

We understand the practicalities of running a business. We see first-hand not only the frustration but the outcome of neither using nor preparing a comprehensive cash flow forecast.

At its essence, a properly prepared cash flow forecast identifies the sources and amounts of cash coming into your business and the destinations and amounts of cash going out over a given period.

At OBT we combine the theory with practical hands-on project management to ensure that our clients work with their cash flow forecasts on a monthly or quarterly basis. By the time 30 June rolls around, you already know your position and have prepared well in advance for it.

Growth

Identifying growth opportunities is a priority in sustaining your business. Growth is achieved in many ways: whether by increasing market share by selling more to more people, expansion, or selling new products and services. We can help you identify areas to grow your business and your wealth.

For our clients, the advantage of having access to our expertise and knowledge to enhance your business provides you with a competitive edge. For this reason OBT offers confidential business advisory services specifically to small and mid-sized businesses.

Our latest business solutions case study

• Did you hear the one about the worker who put a backhoe through a cable and lost his boss’s house?

  It doesn’t bear thinking about the events that could grind your business to a halt: adverse weather, fire, burglary, flu pandemics, power failures, legal action… they’ve all hit our headlines in recent years. If your business is affected, it could … Continue reading →