Mitchells Chartered Accountants & Business Advisers’ Post

Obtaining funding to expand your business. Having a well-structured understanding of your financial health is crucial when you're preparing a compelling business proposal for potential lenders. Strong management accounts are essential for securing bank funding as they provide a clear picture of your business's financial health and growth potential. The Crossroad Group successfully obtained a funding facility after engaging us to conduct a comprehensive overhaul of their financial operations. https://lnkd.in/e-zynDZk For further details, read on below. If your business is looking for funding or you are a funder who needs more information to approve a funding application, get in touch. #FinancialPlanning #BusinessGrowth #FundingOpportunities

Why financial transparency is crucial in partnerships Financial transparency is the cornerstone of any successful partnership, whether it’s between business entities, individuals, or organizations. In this narrative, we’ll explore why financial transparency is crucial in partnerships through the lens of two... Tags and categories: Dating & Relationships via Sopriza https://lnkd.in/dHSfsvkE February 10, 2024 at 01:06PM

📝💼 One Step at a Time: Navigating Finance Paperwork! 🚶♂️📑 Every transaction is a journey, and we're here to guide you through each step of the finance paperwork process. 🛣️💡 From initial documents to final signatures, we ensure a smooth and hassle-free experience, one step at a time. Let's turn your financial goals into reality, one paperwork at a time! 🌟💰 #FinanceJourney #OneStepAtATime #ACIInvests #AtlanticCaptialInvestments

🌟🇦🇺 Strategic Finance: Solving Problems with Financial Solutions 🌟🇦🇺 Do you know a business that's having trouble securing the finance it needs or simply doesn't have the time to deal with multiple lenders? At Integrity Finance Australia, we specialize in navigating the financial maze so you don't have to. We bring clarity to complexity, ensuring that businesses of all sizes have access to customised financing solutions that propel them towards their goals. 🔄 Complex Requirements? Simplified with our bespoke approach. 🕒 Time Constraints? We efficiently manage the process, saving you valuable hours. 📊 Best Rates? Negotiated on your behalf to ensure competitive terms. We're more than finance brokers; we're your strategic partners in growth, dedicated to understanding the heart of your business and aligning financial strategies with your vision. 🤝 Whether it’s $1.0m or $100m, we're here to secure the right finance for you. Partner with us for a seamless experience and results that speak for themselves. Ready to discuss how we can help? Let's chat today and start shaping a prosperous financial future for your business. Charles Zerafa Senior Finance Broker, Integrity Finance Australia Ph: 0455 662 405 Web: charleszerafa.com.au #commercialfinance #businessgrowth #financialsuccess #businessinvestment #accounting #financialadvisor #digitalmarketing #lawyers #businesscoach #australiansmallbusiness #smebusiness

The closing process is the final, yet pivotal, stage of any financial agreement or transaction. It’s more than just a formality—it's where trust is sealed, and the foundation for a successful financial partnership is cemented. At this point, all questions have been addressed, the terms are clear, and the client is ready to move forward confidently. But what makes this step critical is the signature, a symbol of commitment and trust. When you put pen to paper—or click to sign electronically—you're not just agreeing to terms. You are affirming that your financial future is on a secure and guided path, supported by expert advice. As your adviser, my priority has been ensuring that every aspect of our strategy aligns with your personal goals and long-term objectives. Now, with all the groundwork laid, the closing process represents the final step in securing the financial products and services that will work for you. The Signature—simple, yet powerful—marks the beginning of a new chapter. It signifies your decision to take charge of your financial future with the right strategy in place. I encourage you to view this moment not as an endpoint, but as a confident stride toward your goals. Let this be the start of a partnership built on trust, expertise, and mutual success. With a signature, you are not only agreeing to a financial plan—you are embracing a future where your financial aspirations can be realized.

The closing process is the final, yet pivotal, stage of any financial agreement or transaction. It’s more than just a formality—it's where trust is sealed, and the foundation for a successful financial partnership is cemented. At this point, all questions have been addressed, the terms are clear, and the client is ready to move forward confidently. But what makes this step critical is the signature, a symbol of commitment and trust. When you put pen to paper—or click to sign electronically—you're not just agreeing to terms. You are affirming that your financial future is on a secure and guided path, supported by expert advice. As your adviser, my priority has been ensuring that every aspect of our strategy aligns with your personal goals and long-term objectives. Now, with all the groundwork laid, the closing process represents the final step in securing the financial products and services that will work for you. The Signature—simple, yet powerful—marks the beginning of a new chapter. It signifies your decision to take charge of your financial future with the right strategy in place. I encourage you to view this moment not as an endpoint, but as a confident stride toward your goals. Let this be the start of a partnership built on trust, expertise, and mutual success. With a signature, you are not only agreeing to a financial plan—you are embracing a future where your financial aspirations can be realized.

What Are You Doing to Ensure Your Agency's Financial Stability? To build and maintain financial stability, focus on: 📈Revenue-Generating Activities 📈Monitoring and Optimizing Costs 📈Prioritizing Profitability Over Popularity 📈Implementing a Profit-First Approach Explore the full guide on this link: https://lnkd.in/eMGDxhzv #AgencyGrowth #FinancialStability #ProfitFirst #BusinessSuccess #FinanceTips

🌟 Meet Megan - your go-to for turning financial worries into wins! 🚀 With a decade of expertise in boosting cash flow and tackling credit challenges, I'm here to guide businesses through their toughest times. - Struggling with cash flow? ✔️ - Drowning in debt collections? ✔️ - Need a hand with chargebacks? ✔️ I've got you covered! My team and I offer personalized financial consulting to get your business back on track. 👉 Follow for tips on managing your finances with ease and confidence!

Is the goal to "grab business", "shake up financial advising", or maybe just to build a new, modern approach to financial advice - one that is fair, transparent, and accessible to all? I recently spoke with a reporter at Barron's regarding financial advisor fee models. You can read the article here (https://lnkd.in/enfJWeGM), but I'll share a few comments below. When I do interviews or podcasts, people often ask me what it's like to try and disrupt an industry. Funny thing is that my goal is not to disrupt but to create, and disruption happens to be the byproduct of creation. As a co-founder of Facet, my goal has always been to create (to build) a new type of tech-centric, financial planning firm - one that works for families like mine. The premise is simple - provide financial planning for every facet of life, do what is right for your members every step of the way, help them lead better lives, and charge a fair fee for the work. The truth is that it's hard to bring simple ideas to life ... really hard. But it's worth it. If you know me, you know that I believe charging based upon how much someone invests (aka the AUM fee) is a broken model. Full disclosure, I'm a "reformed" AUM charging advisor myself. I even sold commissionable products. Yikes! But this helped me see what was broken about the model - misaligned incentives, no direct link between value and cost, and no standard for what financial planning is or should be. So when I think about the business we want to build and the millions of people we want to help, I don't ask "how can I disrupt this industry". Rather, I ask questions like "what should financial planning really look like?", "what to people truly need from their money to lead better lives", "how do we make this more accessible and affordable to all people"? Not surprisingly, a lot of "traditional" financial advisors will tell me that the flat fee model will never work. Well, in the words of Upton Sinclair, “It is difficult to get a [person] to understand something, when [their] salary depends on his not understanding it.” Incentive models matter way more than most people know. I've always said, "tell me how someone is paid, and I'll tell you what kind of advice they will give you." The AUM fee model is broken. That doesn't mean every advisor that uses it is bad, but it's an incentive model that works for the advisors more than the clients. Embrace a new way forward or fight it. The choice is yours. At the end of the day, everyday people will ultimately decide what is best for them. We're just here to give people the freedom of choice.

The closing process is the final, yet pivotal, stage of any financial agreement or transaction. It’s more than just a formality—it's where trust is sealed, and the foundation for a successful financial partnership is cemented. At this point, all questions have been addressed, the terms are clear, and the client is ready to move forward confidently. But what makes this step critical is the signature, a symbol of commitment and trust. When you put pen to paper—or click to sign electronically—you're not just agreeing to terms. You are affirming that your financial future is on a secure and guided path, supported by expert advice. As your adviser, my priority has been ensuring that every aspect of our strategy aligns with your personal goals and long-term objectives. Now, with all the groundwork laid, the closing process represents the final step in securing the financial products and services that will work for you. The Signature—simple, yet powerful—marks the beginning of a new chapter. It signifies your decision to take charge of your financial future with the right strategy in place. I encourage you to view this moment not as an endpoint, but as a confident stride toward your goals. Let this be the start of a partnership built on trust, expertise, and mutual success. With a signature, you are not only agreeing to a financial plan—you are embracing a future where your financial aspirations can be realized.