Strategic Review and Planning Sessions

These sessions are invaluable to business owners, but why is this so do you ask?

Strategic Review and Planning Session.

CLARITY

Having clarity helps you to focus on your goals, how you manage the business and staff.

If the leader does not have clarity, this will filter down to staff leaving them unsure.

DIRECTION

Knowing the direction you want to take your business is important.

This ensures the effort put in and the tasks completed by you and your staff leads to the achievement of business’ goals. 

Strategic Review and Planning Session.

CONTROL

This relates to the structure, the framework, the processes in place to achieve the business’ goals.

It also about knowing actual vs planned and taking corrective action.

PROSPERITY

Now, this can mean different things to different people.

Where one person sees prosperity as strictly being very wealthy, to another it may mean being in good health and security.

So it is important to know what this means for you, then you can go about how to achieve your prosperity.

How it Works

 

 01.

Form

 

Fill in the Preliminary Details Form Below.

 

02.

Book in a Time

 

Receive an Email from us to then Book a Time when it suits you via our Booking Page.

 

03.

Meet & Review

 

The session is then conducted via Video Meeting. (the session will be recorded for review purposes). The recorded session is reviewed by us, the summary and outcomes of the session are collated.

04.

Summary

A follow-up Video Meeting is conducted to present the summary and outcomes of the session.

Price: $3,300 inc GST

Planning Session Form

Business Entity Structure

Proactive. Reliable. Integrity.

Hours:
Mon – Fri: 9 am – 4 pm AEST
Sat: 10 am to 3 pm AEST
Contact: reception@cocomoadvisory.com.au
Location: Townsville, QLD

Liability limited by a scheme approved under Professional Standards Legislation.

“Cocomo Advisory” is a Chartered Accountants ANZ Firm and Registered Tax Agent.