Case Study - NEPEAN INDUSTRY EDGE TRAINING

SMART are now my accountants and tax advisors, ensuring compliance and all the essential things that a business owner needs to stay on top of. Paul is also my vCFO (virtual CFO) – kind of like business coaching but so much more than that. We meet quarterly where we cover off all aspects my business, both financial and operational, in fine detail.

Paul has been coaching me in helping me better understand my business and the story that the numbers are telling me. I thought I knew my business and its strengths and weaknesses. Having someone as skilled as Paul go through my business with me in detail and do regular financial reporting has helped me see a clearer picture of how my business is doing.

I was new to running a business.  Paul is showing me the real story behind the numbers and how to interpret them. He’s a gentleman in his approach. He’s very happy to explain anything that you need, in plain language, without making you feel embarrassed. He uses examples from my own business to make everything more relatable to me. He’s very easy to deal with and has managed to help me understand my numbers so I can be better at my business.

Since my own level of financial competence has improved, I can make better business decisions. I am a lot more comfortable now with working on figures.
Paul has asked questions about the operational side of my business, including how my staff are aligned with my overall business goals. His suggestion to run a branding and values coaching session worth my team was a gamechanger. By gaining clarity and sharing my business values and goals, my team all now know what we’re working towards. It’s helped with recruitment and our internal coaching program, which has also led to a better internal culture and shared expectations. I always thought my team were wonderful, but this additional layer of training, which I previously would not have considered doing, has elevated NIET across all facets.

Having someone that goes beyond the essential compliance side of running a business has been an integral turning point for me and the success of NIET. Paul is helping me understand what to look for, where to focus attention and how the numbers are showing me growth opportunities and areas that require improvement. I’m aware of early warning signs now. Paul is an absolute asset to my business. It’s so well worth the investment.