Phone (02) 9891 6100 Email email@spryroughley.com.au
Servicing Greater Sydney, Parramatta
 

                                   
                                                    

What your Financials are Saying about your Business

 

As a business owner, you are often asked to provide historic and projected financial information to a range of interested parties. Have you stopped to consider how this financial information is being received and what sort of analysis is being conducted on it?

Most financial institutions use common software products to automate the analysis of your financial information and as such, the outcome of the analysis can be predicted in advance. With the knowledge of how your financial results are going to be interpreted, you can pro-actively begin to manage how you present your data and provide additional information that will give your banker the context they need when reviewing your business.

Armed with the knowledge of how external stakeholders are looking at your business, you can then adapt the models to suit your own needs. Dashboards are an excellent tool for quickly reviewing financial data and sorting out what is on-track and what requires attention.

You will walk away from this Breakfast Briefing seminar with:
  • A refreshed understanding of the basics of financial analysis;
  • A new perspective of how various stakeholders (inc. banks) are reviewing your financial data; and
  • A framework for building your own financial dashboard to help drive your business performance.
       

 

 

Event Details:

Date:         Tuesday 2nd May 2017

Time:         7.15am - 9.00am

Venue:      Spry Roughley,

                 Level 3 55 Phillip Street

                 Parramatta NSW

Fee:          $22.00 (inc GST)

                 Continental breakfast provided

Enquiries: Jennifer Turner

Ph:            02 9891 6100

RSVP Wednesday 26th April 2017

Places will be limited, so please book early to avoid disappointment.

About the Presenters

 


Shaun Madders, Spry Roughley Chartered Accountants

Shaun is a Client Service Partner at Spry Roughley Chartered Accountants and has a keen interest in working with families in business.  Financial analysis underpins his approach to working with clients to help fund their strategies for growth, acquisitions and enabling succession.


Fergus Roughley, Spry Roughley Chartered Accountants

Fergus is an Audit and Client Service Partner at Spry Roughley Chartered Accountants.  Fergus' strength in financial analysis and presentation has been shaped by his unique experience in audit, forensic accounting and software development.  He has a real passion for building automated systems and processes to provide up to date business reporting that adds value to businesses and their owners.

 

 

Our firm is built on being attentive to and extensively knowledgeable about our clients so we can work with them to help them to both achieve their goals and protect them from risk. We are forward looking in our advice and always aim to be practical and right.

– Martin Roughley, Managing Director

In business, there is so much going on and you don’t always have all the answers. That’s when you need to know who to call. Our clients call us.

– Shaun Madders, Director

Going beyond the compliance and routine is what we do. By maintaining open and frank communication we are able to provide valuable insights and assist in driving the changes required to help our clients achieve their goals.

– Fergus Roughley, Director