This is the EXACT process we use to help innovative new businesses, just like yours, to set the foundations for their financial processes from DAY 1
Proven Results:
"Crescendo saved me $$$ in setup costs and tax - we set up a company, then Troy got me a huge discount on Xero sfotware and showed me how to use it. I saved hours every month no longer using Excel & the cost of the software is a LOT less than the cost of my time to do things manually". (Actual client feedback).
Overwhelmed by expensive and complicated software
"We're not making enough money to worry about 'that', yet"
Don't know who to ask, what to ask, or able to pay a lot of $$$ for support.
Ensure that you have the right TYPE of Entity for tax minimisation, protection & growth opportunities
Discuss the best use of back account(s), payment services and financing options for you and your business needs
Assistance to implement and set up affordable and easy to use financial software that grows as you do
This is the EXACT process we use to help innovative businesses, just like yours, to refine their product, develop their business & launch to market with minial time and money.
Proven Results:
"Troy explains some pretty complex things in a way that is really easy to understand and easy to implement, as well as being there to answer any questions along the way".
- (Actual client feedback).
Not sure where to start, who to ask or how to 'launch'
Things don't work out or they take longer to achieve than expected
Limited resources means having to 'bootstrap' and decide how to allocate resources - advice, developers, compliance.
Support to develop your product or service - market fit, pricing, MVP
Find and engage the 'right' team - advisers, developers, support staff
Undertake market research, develop 'Go To Market' Strategy & launch campaigns
This is the EXACT process we use to help innovative businesses, just like yours, to implement strong compliance processes & utilise management reports to make business decisions without needing extensive accounting training.
Proven Results
"Before Crescendo, I used to think I had a 'pretty good handle' on using Xero & that I could manage everything myself. With Troy's help, I now know how to do most of the day to day processing and then he complete a detailed monthly review, which makes monthly reporting much more insightful & relevant, identifying issues before they become problems, knowing exactly what my key 'metrics' are & making better business decisions. Its a great comfort knowing Troy is there and 'on my side'."
(Actual client feedback).
Nobody has explained how to set up and use software properly
Nobody has explained how to prepare & 'read' financial reports
Reliance on others 'who know better' to do the work, but they 'miss the mark'
As a high risk area for businesses, ensure all Wage and Super payments are calculated correctly and made on time
Prepare clear and well structured reports, review and lodge all compliance obligations to the ATO correctly & on time
Monthly & quarterly reviews & reports, providing ongoing support & reassurance on a 'pay for what you need' basis.
This is the EXACT process we use to help innovative businesses, just like yours, to optimise their processes & reporting, maximise asset protection, minimise tax & identify funding & investment opportunities.
Proven Results:
"I had been using the same accountant for years because I believed they 'knew my business'. Troy did a very detailed review & report on my financials for the last couple of years & I saw my business in a completely different way. He identified ways to restructure my business to protect my assets in a much better way, found $thousands in overpaid taxes & identified ways to access grants & investment that I wasn't even aware of."
- (Actual client feedback).
High accounting costs every year for basic compliance, let alone asking for 'additional advice'
Not sure what questions to ask, assuming that the accountant will identify issues if they see something
Business needs can change as the business grows & your financial system should be updated to match your accountant-prepared tax compliance lodgements & reports
Review report format, internal processes, confirm balances, identify 'anomolies' & risks, provide a detailed report & advice
Review structuring, confirm any funding or rebate opporotunities, ensure business records reflect governement details
Ongoing monthly or quarterly support,
reviews, reports, recommendations, advice & compliance to stay 'on track'.
This is the EXACT process we use to help innovative businesses, just like yours, to develop detailed expansion plans & access investment without needing an MBA.
Proven Results:
"Troy is an extremely capable business mentor. He explains complex & sensitive business issues in a caring way that resonates with entrepreneurs, heloing them to understand that there is more to business than just a good idea. Providing detailed templates & then reviewing them when we had completed them was a great way for us to understand the process & also have a 'guiding hand' along the way."
- (Actual client feedback).
Not sure where to start, 'you don't know what you don't know'
'Googling' budget & business plan templates may not be relevant or sufficient - they're the 'what', rather than the 'how'
Financial reporting & structuring requirements are differnt as the business grows
Product Development & Marketing Strategy
Business Model Canvas &
SWOT / PESTLE Analysis
Budgets, Cashflows, Gantt Chart,
Reviewed Financials, Pitch Deck
This is the EXACT process we use to help innovative businesses, just like yours, to develop detailed plans for revenue growth and investment opportunities.
Proven Results:
"Crescendo provided above & beyond mentoring and advice. Troy has extensive knowledge of finance & complex strategy, but the way he explained everything was easy to understand, which is a blessing for any growing business. I'd highly recommend Troy for advice on growing your business. I don't understand how his brain does what it does, the way it does, but I'm glad it does. Using the Crescendo Strategy Process, our business went from $500k p.a. to over $1.2M"
- (Actual client feedback).
Expecting to need an MBA or that engaging someone with the required knowledge will be far too expensive.
Thinking that 'Googling' document templates & basic information is sufficient - it is for some, but for very few.
Previous advisers made promises & didn't deliver, or delivered but charged exhorbitant amounts.
access to all of our detailed templates
explanation & assistance to fill in the blanks
comprehensive review of all completed templates, and
a 'document pack' of the templates professionally prepared, specifically for you and your business.
Product Development, Market Fit, Competitor Analysis, Market Research, Go To Market Strategy
Comprehensive review of Business Model Canvas & SWOT / PESTLE Analysis
Revenue models, 'Break Even Point', Cashflows, Gantt Chart, Return on Investment, Structuring, Exit Strategies
Using the Crescendo Funding & Investment Preparation Method, our clients have been approved for $5k - $4M in funding & investment.
The Number 1 reason grant & investment appications are rejected is that they are 'under prepared' - there's some preparation, but not to the level of detail or quality that reviewers expect.
The second reason; not understanding or answering the questions the right way.
We ONLY assist businesses to apply for funding where there is a guarantee or a significant chance of being approved - for 'competitive funding' rounds, our clients have been approved for over 90% of applications.
We NEVER take a commission or 'success fee' for gratn funding support - ALL of our engagements are 'fixed fee' based off the level of complexity & support required in the preparation & application process.
Not sure where to start, who to ask or how to 'launch'
''I can just fill out the simple templates from Google, its not complicated'
'"We're bootstrapping', so can't afford to pay for help"
We provide templates for businesses to complete, then review prior to submitting
Preliminary review of financial report
structure & presentation
'Members Only' access to identify
investment & grant opportunities
Using the Crescendo Funding & Investment Preparation Method, our clients have been approved for $5k - $4M in funding & Investment.
Crescendo is not a Grant Writing firm, We are a strategy & advisory business. We will assist you in the process of;
Indentifying applicable opportunities
Undertaking a "Financial Deep Dive" and
Working with you to ensure the fundamentals of your business are in place before you
begin your applications.
The Number One reason grant & investment applications are rejected is that they are 'under prepared' - there's some preparation, but not to the level of detail or quality required that reviewers expect.
The second reason; not understanding & answering the questions the right way.
We only assist businesses to apply for funding where there is a guarantee or a significant chance of being approved - for 'competitive funding' rounds, our clients have been approved for over 90% of applications.
We never take a commission or 'success fee' for grand funding support - all of our engagements are 'fixed fee' based off the level of complexity of the funding sought & the level of support required in the preparation & application process.
Document templates & funding applications are all available online, it can't be that hard
'We've applied before & didn't get anywhere, there's no point'.
Navigating where to find funding & investment is difficult
Identify application requirements & review
all current supporting documentation for potential changes
Conduct comprehensive financial review & make relevant adjustments, provide structuring & IP protection support
Detailed review of application on shared template document & assist in process of actual online lodgement
Keeping a project or strategy on track requires as much attention and reporting as the project development and budget process.
Crescendo's AICD qualified director, Troy Schoenfisch, is a compliance accountant, with a background in Audit & Project Management. Troy also has extensive experience in internal controls developed through over 20 years of working as Treasurer & CFO of various Not For Profit entitites.
These elements, in addition to experience in HR, Quality Assurance and Governance, results in ensuring that your organisations' internal processes, strategy, compliance and acquittal processes are all in good hands.
Complexity in reporting & staffing & governance issues
Most people went into their busienss to do their 'thing', not compliance & finance & 'people management'
Frustration around ongoing levels of government & industry compliance requirements
Extensive reviews of organisational fianancial management, advisory services, risk management, budgets & compliance
Review & report on budget & timeframe milestones, risk management, staff management & outcome compliance
Preparation & delivery of regular
stakeholder reports & government
compliance requirements
This section is from a template and will be removed within 1-2 days.