Course Description

Riding The Small Business Wave?

Get Your Key Business Information At Your Fingertips and Start Enjoying The Ride!

Our 'Bells' Swell level takes things up a notch as you look to your business future.  Connect visually with your business financial data and learn how you can influence the outcomes.

Monthly Professional Insights for Your Business

Our expert consultants, all with accountancy backgrounds, will provide monthly customised insights for you on the performance of your business including tips and suggested actions on how you can move your business forward and where you should be focusing your time and energy.

See the Future with Forecasting

 Powerful business metrics paired with forecasting helping you see how your business is performing and plan for the future

Live Dashboard

Updating daily from your Xero data and accessible on any device. Get your key business metrics in one place in an easy to understand format. Allowing you to make business decisions quickly and confidently.

The Most Powerful Business Metrics

We've selected the most powerful business metrics that every business needs to ensure success. These numbers are calculated daily for your business and put at your fingertips so you always know how your business is traveling.

Onboarding and Training

We want you to have the power to change your business numbers - you can't do that unless you understand how they work. We're not going to leave you in the dark - you'll receive 4 induction training calls (see curriculum for details)


Business Collaborator

Cameo Ashe

We’re living in an exciting time of dramatically emerging technologies.  Through cloud computing, machine learning, AI and Big Data, small businesses now have access to software and information sources that previously were reserved for large companies with deep pockets.  It may appear counter-commercial but we want to drive down the cost of delivering service and in doing so the cost for businesses to access advisory services.  In doing so our goal is to further reduce the gap between large and small businesses.To achieve our transformational purpose, we will utilize technology wherever possible and build alternative products that can deliver comparable advisory experiences at a lower price point.  Whilst we embrace technology we also believe that nothing can fully replace human relationships, especially in knowledge industries.  As technology improves further we believe that human hours should be spent on relationship tasks rather than data processing.We hope that this purpose resonates with you, if you also want to see a level playing field between big and small business we’d love to have you as part of our community.  Follow our socials and share with us your ideas of how we can level the playing field together.

Course curriculum

  • 1

    Welcome and What to Expect

    • Customer Journey

    • Customer Journey
  • 2

    Tell us about your Business and book your first Consulting Call

    • Information Required for your Welcome Call

    • Book a Business Overview Phone Call
  • 3

    Forecasting Questionaire

    • Information Required for Your Forecast

    • Information Required for Your Forecast

    • When things change
  • 4

    Book Training Call #1

    • Introduction & Debtor Days
  • 5

    Book Training Call #2

    • Profit & Loss Cards
  • 6

    Book Training Call #3

    • Sales & Growth
  • 7

    Book Training Call #4

    • Questions, Tips & Tricks
  • 8

    E-Book - How To Get The Most Out of Your Dashboard

    • What's Included

    • Dashboard E-book

Pricing options

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  • $495.00 / month with 14 day free trial

    Regular price

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  • $495.00 / month with 14 day free trial

    Monthly Payment (minimum 6 month term)

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  • $4,752.00 / year with 14 day free trial

    20% off 12 month subscription

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  • $2,673.00 / 6 months with 14 day free trial

    10% off 6 month subscription

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