Business planning

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business planning

What is business planning?

Business planning is a strategic process that involves creating a clear and concise plan to guide the direction and operations of your business. It is an essential activity for both new and existing businesses in Australia as it helps define goals, establish strategies, and set a course for success.

Our business planning services

No one understands your business as well as you do. When it comes to business planning – nobody knows it better than us.

Our business planning services are practical and tangible. We get to the heart and soul of your business, identifying realistic goals, establishing KPIs and creating a roadmap for you that’s both realistic and measureable.

Our business planning services will help you to create long term value. It includes:

business planning template

Why choose us for your business planning?

Key benefits of business planning

Contact us today to understand how our business planning service will help you.

Who needs business planning?

Whether you’re starting a new venture or already have an established business in Australia, you can benefit from business planning.

Business planning will help a startup with things like crafting a roadmap for the first 12 months, securing investments and assessing its own financial viability.

For small – medium sized businesses in Australia (SMEs) a business plan can be extremely useful to help break through to the next level of growth, find efficiencies, expand into new markets or products and scale operations.

No matter what type of entity you run, business planning should be something you do on an annual basis so that you have a clear financial guide for growth. 

Get started today with a business planning session from the team at creditte chartered accountants & advisors.

Ready to get a plan for your business?

Send through the contact form and we’ll get back to you within 24 hours for a chat. Or reach us  here:

Contact us

Frequently asked questions

Who should have a business planning session?

Every business should have a Business Plan. Would you like:

  • Support to unlock your business potential?
  • To increase the level of growth, profitability and cashflow in your business?
  • A clear outline of what you need to do to unlock this potential?
  • A document against which to measure your progress?

If you answered yes to any of these questions, then it is time to get started with your business planning session.

What is involved in business planning services?

You’ll attend a four hour planning session facilitated by creditte chartered accountants & advisors.

The key issues covered include:

  • Discussing and setting both personal and business goals for the next 12 months
  • Discussing and agreeing on an action plan with strategies to support achievement of goals
  • Identifying gross revenue targets and key performance indicators
  • Identifying opportunities and vulnerabilities in your business that need to be managed
  • Establishing a 90 day action plan to address immediate critical issues

We’ll provide you with pre-work, which you will need to complete prior to the business planning session to ensure you identify any issues that need to be discussed. That way we can prepare any information required prior to the session.

When should I have a business planning session?

Any time is a good time to develop a business plan if you don’t have one, however it’s particularly relevant at the start of a new financial year.

If you’re contemplating a major change in your existing business or starting a new venture, a business plan is crucial. You’ll also require a business plan to support any financial applications.

Get started with a business plan!

Schedule in your business planning session today!