QC Accountants

The QC Accountants Process

With a combined 80+ years of experience under our belts, we have developed a tried-and-tested process to better identify and work with our clients to maximise their business growth.

The QC Accountants process aims to:

This process, combined with the right systems and support, encourages rapid growth and enables businesses and individuals to boost their results.

All this means that you’ll be able to master your finances, build wealth, and prime your business for future success.

So, how does it all work?

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Client Journey

Our Process

Step 1 Reach Out

Step 1: Reach Out

Simply book in a call with us to get started. We’ll set a time to have an in-depth meeting where we discuss your business and where you’d like to take it.
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Step 2 Historic Review

Step 2: Historic Review

In this phase, we’ll sit down with you for an in-depth meeting. In it, we’ll conduct a detailed analysis of your business to assess your business needs and how we can implement new systems and processes where needed. In turn, this will improve efficiency and profitability within your company and help you achieve your business goals.

Here are some examples of areas we'll look at: your:
  • Cost of goods sold and overheads expenditure
  • Look at your revenue trends and ways to grow your revenue
  • Bookkeeping and accounting procedures
  • Existing accounting systems
  • Outstanding ATO debts
  • Business structure and processes
  • Previous results
  • Business goals, both current and for the future
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Step 3 Tailored Proposal

Step 3: Tailored Proposal

Next, we’ll create a tailored proposal that suits exactly where you’re at in your business life cycle. We’ll establish clear goals which we’ll work together to achieve.

Goal setting is a critical stage of the process, as it aligns your company and sets expectations for future success.

In this phase, we prioritise things like:
  • Identifying key drivers in your business
  • Setting business goals
  • Setting targets to measure success
  • Creating a forecast and budget for the coming period
  • Establishing forecast owners
  • Succession planning
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Step 4 Take Action

Step 4: Take Action

This is where we really get down to business and work on growing your business. No matter where you’re at in your journey, we’ll refine and perfect your current systems, processes, and tools. Or if you haven’t set these up yet we’ll set you up according to your needs.

Our aim? To make your business and financial systems as streamlined as possible and set you up for future success.

In this phase, we focus on things like:
  • Software implementation
  • Streamlining your bookkeeping
  • Automating your payment systems
  • Refining payroll structures
  • Implementing file management systems
  • Creating an easily accessible employee portal
  • Implementing a robust accounts payable procedure
  • Asset protection
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Step 5 Discuss, Review & Refine

Step 5: Discuss, Review & Refine

Without measurement, you’ll never know how to improve.

We’ll assess your progress so far and generate key insights that will help your business improve rapidly and continuously. In this phase, you can determine which processes and strategies are working for your business, and you can identify key areas to focus on in order to optimise growth. This is an essential part of the process and will enable your business to continue to flourish.

This stage involves:
  • Comparing budgets to actual results
  • Assessing targets and refining them if needed
  • Traffic reporting, management reporting and director meetings
  • Developing insights to assess what worked well – and what didn’t
  • Implementing any tweaks to our plan or adding any new processes and systems.

The timeline for our process can vary according to the size of our clients, the complexity of their businesses and the goals they want to achieve. For more complex businesses with more ambitious goals, this process might take longer.

Either way, having solid processes in place provides our clients with peace of mind and offers clear expectations on what we can help them achieve.

No matter your goals, we’ll do all we can to support your ongoing success.
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Need assistance with accounting, tax or bookkeeping?

Book a chat with us today!
Frequently Asked Questions
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