Take Charge of your money and your mindset.
Gain critical insights in understanding your numbers, connecting with your people and Taking Charge of your results.
Are you a people person, or a numbers person?
I say it all the time, “you don’t know what you don’t know.”
As business owners, are we really expected to understand every single aspect of our business, no matter our background or training? Can we really excel in every aspect of our business, doing it all ourselves? The reality is, you can’t expect to know every in and out of your business, if you don’t first acquire the knowledge and understanding to enable yourself to do so.
CPA Tauree Kohl is a numbers person. I am a people person. Together, we combine expertise and experience to assist business owners to understand their numbers, connect with their people, and take charge of their results.
The Taking Charge method is a personalised, tailored approach to ensuring that you do business right. You’ll gain clarity, understand what is working and what is not, determine what needs to be done to gain successful outcomes in all aspects of business, and ultimately better your bottom dollar. You’ll discover what you want out of your business, where your business currently stands within the market, and gain a clear direction on how to achieve your goals. You will feel confident to make educated decisions and understand what is practical for business and management, in order for growth. Together Tauree and I will get you back to doing what you do best – business.
Does your business need a health check?
Who Are You?
Are you thinking of starting a business but lack the knowledge to get it off the ground?
Do you already manage a business but you’re not running it, it’s running you?
Do you want to gain direction and clarity and how best to deal with your people and get the most out of them?
Do you want greater understanding and connection to your numbers, what they mean for you and how they compare to your industry?
Would you like a workable strategy in place for future growth and success?
Providing the knowledge, experience and tools to empower business owners for better results.
Take Charge
Clarity: do you actually know what it is that you want from your business?
Clarity concepts:
Set clear and specific goals to gain direction and understanding about what it actually is that you want to achieve in your business
Gain the tools you need in order to set a strategic plan to move forward and achieve results
Let go of fear and step into your power so that you can connect with your strengths and outstanding abilities
Numbers: do you understand what your numbers are saying about your business?
Numbers concepts:
Gain clear insight into your numbers and understand what they mean in relation to your business
Compare to others in the market to know where you stand
Gain the knowledge to make informed and educated decisions about how to move your business forward
Create usable systems for greater clarity and understanding around your numbers to sustain the growth that you want and need
Growth: the belief that you are in control and willing to learn and improve, is the key to success.
Growth concepts:
Retune your mindset to believe that you are in control of your outcomes – it takes more than just hard work and persistence
With the right knowledge, understanding of your goals and direction, and systems in place to help you, growth will be sustained from the changes make within yourself and your business
How You’ll Take Charge
You will gain confidence and understanding in reports, budget, cash flow and systems.
You will gain the knowledge and tools to empower your business for better results.
You will open your communication channels and realise the possibilities for success.
You will connect with your people and understand how to get the best out of them.
You will be better supported in your journey, gain confidence in yourself, your people and your numbers, while achieving business growth?
Want to Know More?
Download our Taking Charge Program brochure here.
“If you don’t know your numbers, you don’t know your business.”
– Marcus Lemonis
Our Combined Expertise
Driving revenue
Expense reduction
Financial analysis
Taxation
Goal setting
Building courage
Strategy
Team building
Financial modelling
Communication
Advocacy
Start ups
Relationships
Visibility
Growth
Margins
Cash flow
People
Assurance
Systems
Helping small business owners work smarter, not harder, for the results you want.
Free Resource: Insight into Your Products/Services Worksheet
Are you getting enough bang for your buck? Download my worksheet to find out what’s working for you, and what’s not.
Raving Clients
“I can highly recommend working with Tracey and Tauree and loved their enthusiastic and down to earth approach. Their expertise, experience and advice was invaluable and gave me the confidence to take big steps forward in my business. Working with Tracey and Tauree was an investment that has paid off many times over and will continue into the future.”
— Kathy Brain, Pure Dash
“I developed a working relationship with Tracey and Tauree quite a few years ago and I honestly don’t know where my business would be without these two ladies. Tauree and Tracey have provided critical insight into my business that has allowed me to make quick decisions and ultimately become more dynamic within the marketplace. My ongoing business relationship with these two is nothing but rewarding. I love their passion, energy, their expertise and advice – I know my business is in good hands with these two amazing people.”
— Lisa Blake, Shannon’s Shoes
“You know that fabulous feeling when someone has your back, when they want you to succeed and will delve into their respective areas of expertise to show you how to make it happen … THAT is what it’s like working with the wonderful Tracey and Tauree. They’re straight talking women who know their stuff inside and out. They’ll give you a gentle nudge if you need it too, which is exactly what a stressed-out small business owner who is feeling overwhelmed needs. I am grateful to both women for their guidance to date and look forward to continuing working together with them in the future.”
— Carol Haffke, The Shoe Garden
“We’ve had the pleasure and benefit of working with Tracey and Tauree over the last few years. If you want a ‘true’ narrative about your business and your management, the T&T team are the best investment you’ll make. They tell it ‘how it is’ with advice drawn from their knowledge and experience. It’s difficult to beat that ‘hands on’ understanding of business and the people involved. The skill sets gained are portable and can be used in day-to-day life as well as business. The benefits are a great return on investment, and you’ll have renewed confidence and enthusiasm when T&T show you the way.”
— Jann Ditchmen, Sunday Society
Get In Touch
It all begins with a phone call. Maybe you’re a business owner who’s not where you thought you be and you need some help gaining clarity.
Perhaps you’re feeling alone in navigating your business or team and need to find connection.
Maybe you’re someone who’s feeling a little lost and in need of some confidence.
Whatever it is, one quick phone call can make all the difference. Let’s chat.