Strategic Management & Investments

Smart Solutions for Smart Business

 

"Strategic management is the art and science of formulating, implementing and evaluating cross-functional decisions that will enable an organization to achieve its objectives. It is the process of specifying the organization's objectives, developing policies and plans to achieve these objectives, and allocating resources to implement the policies and plans to achieve the organization's objectives. It is an ongoing process that assesses the business and the industries in which the company is involved; assesses its competitors and sets goals and strategies to meet all existing and potential competitors; and then reassesses each strategy annually or quarterly (i.e. regularly) to determine how it has been implemented and whether it has succeeded or needs replacement by a new strategy to meet changed circumstances, new technology, new competitors, a new economic environment, or a new social, financial, or political environment." (from Wikipedia).

Strategic Management & Investments (SMI) was established in 2007 to meet the needs of small businesses looking for more than just the traditional services offered by many chartered accountants.

 

Our core aims are still to:

• Increase cash flow
• Increase profits
• Increase wealth
• Decrease tax
• Decrease worry and stress

We do this through the ability assist you with all your requirements, from complete office management, to business operations, to monthly and annual accounting and everything in between. However, we don’t just compile information based on what has already happened; we also try to make a difference to the figures and have the know how and practical experience to help with issues that will improve the efficiency and operation of your business at an operations level such as cost reviews, managing margins, staff and HR issues, systems, stock management and marketing. We believe that every dollar you spend in your business should be an investment and you should see a return on that dollar. By helping you increase profit and cashflow, our fees are more of an investment than a cost. 

 

Because we have applied many of the principles we promote to our own business and run an efficient operation ourselves, we are also able to offer our services at a much lower cost than most other providers.

 

Our services include:

• Complete office management, with a range of options for completing the work - see SMI Office Management
• Staff & HR, including preparation of contracts and managing staff issues
• Systems and procedures implementation
• Marketing
• Cost reviews
• Budgeting and forecasting
• Management accounting
• Accounting and taxation
• Business and strategic planning
• IT and computer software and hardware - see Products
• Website design and management
• Quickbooks and MYOB training
• Investment management
• Hospitality management and training
• Property management

We also have strategic partnerships with other firms that specialise in their field, including banks, insurance brokers, financial planners and investment advisers.

 

We have a range of clients, including many in the hospitality industry, and have experience with a variety of software, including MYOB, Sage and Quickbooks.

 

 

 

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