Monthly Financial Momentum Service


Climax Business Strategies will analyse the historical financial results of your business on an ongoing basis to identify the drivers of profitability and cashflow (whether good or bad) to enable an objective look at the easiest ways to dramatically improve both.  On a monthly basis we will break down your financial Key Performance Indicators (KPI’s) to investigate where your profit is being made and where the cash is going.  Have you ever asked yourself “where did my profit go?”  If so this service is for you.

Each month your financial results are compared against the budget.  This service is designed to sustain positive momentum in your business by regularly measuring and managing the financial aspects of your business.  Don’t forget to read about our money-back guarantee.


  • Monthly Business Financial Health Check session (typically 1 hour)
  • Review and report on monthly financial operations against your budget
  • Investigation of profitability and cashflow Key Performance Indicators (KPI’s)
  • Analysis in the following areas of the business:
    • Profit and Cashflow Drivers
    • Revenue Growth
    • Pricing/Discounting
    • Cost of Goods Sold
    • Administration Costs
    • Amortisation and Depreciation
    • Employment Costs
    • Occupancy Costs
    • Other Overheads
    • Cashflow Analysis and the Working Capital Cycle
    • Receivables Analysis and review of Policies
    • Payables Analysis and review of Policies
    • Stock/WIP Analysis and review of Policies
    • Funding the Purchase of New Assets or Other Investments
    • Business Borrowings and Repayments
    • Cashflow to Owners


Ongoing monthly payments of Ask for Price including GST with no minimum commitment.

Fixed Price Quote


If after the first month you’re not entirely satisfied with the value that Climax Business Strategies has given your business from our Monthly Financial Momentum Service, we will refund your full investment plus an additional $200 for wasting your time.  Either way, you have nothing to lose.

There’s no catch. If after receiving the first month’s detailed reports you don’t see the value let us know within 7 days and we will refund you the full investment plus $200 and you keep the reports.

Why do we offer this guarantee?  Climax Business Strategies is a Chartered Accounting firm focussed on improving your business. If we can’t do that, we don’t want to be paid, it’s just that simple.  We don’t want our fees to be a reason why business owners and managers fail to seek advice, so we take the risk out of it altogether.  Climax Business Strategies only employees qualified Chartered Accountants with expertise in growing businesses so we are very comfortable with offering this guarantee.  We reserve the right not to do business with tyre-kickers or time-wasters and therefore not every business is eligible for this service.

We are here to help. What would you like to do next?

Recent Client Testimonials

Valuation & Due Diligence

“I engaged Climax Business Strategies in a recent due diligence exercise for a company that I was looking to buy into. It was an absolute pleasure to work with Trevor. I found him to be very practical, thorough and easy to work with. He also engaged well with the target company and was always professional and patient. He added more value to the due diligence process than I was expecting and he provided powerful insights into their inner workings and quickly identified areas requiring further investigation. I felt confident having Trevor on my team. Trevor’s frequent and timely correspondence coupled with a convenient online portal for aggregating and sharing artifacts further simplified the engagement. I have no hesitation in recommending Climax Business Strategies to anyone wishing to conduct a due diligence investigation or just seeking a practical and honest business health review.”

Gavin Kawalsky

Business Valuation

“Not only did we receive a formal valuation which far exceeded our expectations, but Trevor’s detailed report gave us a completely new insight into the strengths (and more importantly weaknesses of the business).We are now using the valuation report as a checklist or template, for improving the profitability of the business in the future.”

Steve Devane

Strategic Planning & Tax

“Climax Business Strategies is a proactive Newcastle accounting firm that I recommend to anyone trying to grow their business and save tax. Trevor has a passion for understanding his clients’ businesses and I enjoy working with Trevor to develop strategies to continue to grow my own business. As a solicitor it’s important for me to have a relationship with a great accountant. I work closely with my own clients on succession planning and reducing business risks and it’s good to know that I have an accountant at call when needed that understands real business issues.”

Sam Roberts, Roberts Legal