Tax returns and financial statements tell you what happened. They don’t tell you what to do next. MBC Strategy is built for business owners who want more than compliance from their accountant: a clear read on where the business stands, a plan for where it’s going, and someone in their corner to keep them accountable to it.
It’s advice built into how we already work with you, not a separate service bolted on top.
Compliance keeps you legal. Strategy keeps you moving. MBC Strategy sits alongside your existing accounting and bookkeeping relationship and focuses on the decisions that shape the next 12 months and beyond: what to prioritise, what to fix, and what’s holding the business back from the growth you want.
We work from the Leaders in Business framework across five levers that determine whether a business is set up to grow: Leadership, Strategy, Growth, Operations and Execution. Wherever the gaps sit, that’s where we start.
Every engagement starts with clarity on where you stand today. From there, the level of support scales with the size and ambition of your business.
A short online questionnaire covering your leadership, strategy, operations and growth position. You get an instant, plain-English summary showing where your business is strong and where the gaps are, plus a benchmark score against other small businesses. No cost, no obligation, and it takes ten minutes.
A structured two-hour workshop to turn your assessment results into an actual plan. We work through the five strategic pillars, leadership, strategy, growth, operations and execution, and leave you with a clear set of priorities for the next 12 months. This is where most clients decide they want ongoing support to execute what we’ve found.
Sixty minutes a month to keep you on track. We work from the action plan set in your strategy session, track progress against your goals and KPIs, and use it as a standing accountability point so priorities don’t slide once the day-to-day takes over again.
For businesses with $1 million to $5 million in annual turnover ready to execute, not just plan. Fortnightly or monthly sessions over six months, built around a 90 to 180 day roadmap taken straight from your strategy session. Covers financial modelling, budgeting, cashflow forecasting, KPI dashboards and the org structure to support the next stage of growth.
A structured workshop to build your three to five year exit strategy, covering management transition, business continuity, and the property and wealth planning that sits around it. From there we move back into regular growth-style meetings to get the business ready for the transition you’ve mapped out.
Clients can enter or exit at any stage based on turnover and ambition.
MBC Strategy works best for business owners who are genuinely invested in where the business is heading, not just how it’s performing this quarter. You don’t need to have all the answers. You need to be ready to be asked the hard questions, and ready to act on what comes out of them.
It suits owners who want:
Businesses that get consistent strategic input see the difference in the numbers. Clients working this way tend to see stronger sales growth, better profit margins, more consistent innovation, and are simply less likely to fail. More immediately, you get clear priorities for the next 12 months, a practical action plan instead of a vague sense of what needs fixing, and the confidence to make decisions instead of second-guessing them.
An honest, outside read on your business today, not a guess dressed up as confidence.
Regular, structured input built around your goals, not just your compliance deadlines.
A sounding board before decisions are made, not a review after they’ve already cost you.
Priorities, structure and accountability designed to help the business scale on its own terms.
Complete this survey (just 5 mins!) to receive a personalised report to help you understand what’s working, what’s holding you back and where to focus next.
Yes. Your existing accounting and bookkeeping work covers compliance: tax returns, financial statements, BAS and the numbers you’re legally required to lodge. MBC Strategy sits alongside that and focuses on the decisions those numbers inform, where the business is heading, what’s holding it back, and what to prioritise next.
No. The Free Business Assessment is open to any business owner. Many clients start there and move into the full MBC relationship once they see the value of ongoing strategic support.
You get an instant summary showing where your business is strong and where the gaps sit, benchmarked against other small businesses. If the results point to real opportunities, we’ll invite you to book a Strategy Session to build those findings into an actual plan.
Virtual CFO work is built on your financial data: cash flow, budgets, forecasts and scenario modelling, and suits businesses that need structured financial leadership. MBC Strategy is broader and more owner-focused: it deals with leadership, direction, mindset and accountability, and draws on discussion and experience as much as the numbers. Many clients use both together.
The Strategy Session and Foundation check-ins suit any established small business owner ready to think beyond day-to-day operations. The Growth stage, with its deeper financial modelling and execution support, is built for businesses turning over $1 million to $5 million a year.
Cost depends on which stage of the journey fits your business and how much support you need. The Free Business Assessment costs nothing. From there, we’ll talk you through the right option and the investment involved before you commit to anything.
Most clients start with the Free Business Assessment and Strategy Session, then move into Foundation or Growth depending on what the session uncovers. If you already have a clear strategic plan and just need execution support, we can start further along.
Business succession planning is part of the MBC Strategy journey, covering management transition, business continuity, and the property and wealth planning that surrounds an exit. It works alongside, not instead of, formal estate and legal advice.
Request a call back below now, our team looks forward to meeting you.
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