Business Planning Service

Business planning isn’t just a one-time task—it’s the backbone of sustainable growth.

A clear plan gives you direction, helps you navigate challenges, and keeps you focused on what truly matters. Regular check-ins ensure you’re on track, ready to seize opportunities, and prepared for the unexpected.

Every business, big or small, thrives on strategy. Whether you’re starting fresh or refining your approach, a solid plan keeps you moving forward with purpose.

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ADVISORY SOLUTIONS

Business Planning Service

 

Success is about planning. We want to help you achieve success.

 

Our business development offerings are practical and tangible services that help create long-term value.  Business Planning is a great starting point.

An effective business planning process gets to the heart and soul of your business.  Upon completion of ‘pre-work,’ we’ll have a greater understanding of your vision and core values in order to facilitate a four-hour planning session to help you create a clear and concise Business Plan.

This session will require you to take time out from day-to-day business activities to focus on the business.  Together, we’ll review your past performance and clarify your future direction.  

We’ll enable you to review actual performance against targets and establish a 90-day action plan to address immediate and critical issues.  You’ll set solid and realistic business goals and define strategies for achieving them.  

At the end of the session, your easy-to-understand one-page Business Plan will guide you (and your team) to successfully implement your desired changes.  It will ensure your business is on course for success.

Our Business Planning service eliminates a factor that is all too common in business - PROCRASTINATION.

Key benefits of having a Business Planning session:

  • Review and set business direction

  • Align goals among directors

  • Establish a robust accountability system

  • Identify critical challenges and opportunities in your business and the actions required to resolve or maximise them

  • Set timeframes for achieving goals

  • Identify what support and resources you will need to achieve your goals  

  • Enable you to communicate your business goals and vision with your team

  • Use as a basis to set team members’ individual goals and targets

Any time is a good time to complete a Business Plan.  Business Planning is crucial if you’re considering a new business venture.

Call us today to understand how our Business Planning service will help you.

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TESTIMONIALS

What our clients say

  • C Norman, Norman Plumbing Pty Ltd

    “Rebecca has been amazing to work with. She has been extremely professional and reliable. Her knowledge of XERO software is outstanding! I could not run my business without her.”

  • K Britter, Fitness Addix

    “Great service, and extremely happy with everything can’t recommend highly enough.”

  • B Colubriale, Elevate Your Thinking

    "To have someone so experienced, knowledgeable and trustworthy doing my bookwork has taken a large burden off my shoulders. Rebecca not only runs an amazing business but she also has my best interests at heart, making suggestions along the way around how I can improve my efficiencies and strategies and nothing is ever too much trouble. Thanks Bec!"

  • G Daely, The Brow Loft

    “Couldn't recommend Rebecca enough! She's super thorough, organised and reliable. I didn't have a clue of how to manage my finances for my business but Rebecca guided me every step of the way and structured everything super clear!”

  • Shew, JS Limitless Pty Ltd

    "Thanks, Rebecca for your awesome bookkeeping services. Handing control of my money management over to someone else was a big thing for me. Rebecca has been reliable, detailed, and super responsive and will always deliver. I highly recommend her services!"

  • R Cumming, Urban.io

    Rebecca from The Kartel Solution has been excellent to work with. Was able to gather up all our existing accounting processes with one session and has taken over all our ongoing financial administration requirements. As a Xero specialist we have found Rebecca was able to advise us on how to automate certain processes and save a lot of time in manual processing which has been awesome. Would highly recommend The Kartel Solution to anyone.

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BLOG LIBRARY

Helpful Insights

Blog
From Reactive to Proactive: The Future of Financial Forecasting in Bookkeeping
From Reactive to Proactive: The Future of Financial Forecasting in Bookkeeping

Running a business shouldn’t feel like a constant scramble. If your bookkeeping is only tracking where your money was instead of where it’s going, you’re already behind. In 2025, smart businesses use real-time data and financial forecasting to stay ahead—predicting cash flow gaps, avoiding surprises, and making confident growth moves. It’s time to stop reacting and start taking control.

Beyond the Books: How Bookkeepers Are Shaping Business Strategies for 2025
Beyond the Books: How Bookkeepers Are Shaping Business Strategies for 2025

Your bookkeeper isn’t just managing receipts—they’re your secret weapon for smarter business decisions. From cash flow control to strategic growth, the right bookkeeper helps you stay ahead, cut risks, and scale with confidence. If yours isn’t providing real financial insights, it’s time to rethink your approach.

AI and Automation in Bookkeeping
AI and Automation in Bookkeeping

AI isn’t here to replace bookkeepers—it’s here to make them better. By automating the grunt work like data entry and reconciliations, AI frees up time for strategy, cash flow management, and smarter financial decisions. If you're still chasing receipts and waiting on reports, you're already behind. The future of bookkeeping is here—are you keeping up?

Maximising Xero: How Australian Business Owners Can Use Xero Effectively in 2025
Maximising Xero: How Australian Business Owners Can Use Xero Effectively in 2025

2025 is the year to stop under utilising Xero and start leveraging its full potential. Dive into personalised Xero training, health checks, and staff education to ensure your business thrives.

Kickstart Your Year: Essential Bookkeeping Tips for Australian Businesses in 2025
Kickstart Your Year: Essential Bookkeeping Tips for Australian Businesses in 2025

Kickstart 2025 with essential bookkeeping tips for Australian businesses. Master Xero, streamline your finances and stay on top of cash flow with The Kartel Solution. Transform your financial management and set your business up for success this year.

Innovation in Business: How Bookkeepers Are Driving Change and Helping Businesses Adapt
Innovation in Business: How Bookkeepers Are Driving Change and Helping Businesses Adapt

Discover how a skilled bookkeeper not only manages your finances but also helps safeguard your mental health, reducing stress and preventing burnout.

Mental Health and Business Success: Why Bookkeepers Are Key to Keeping Owners Sane
Mental Health and Business Success: Why Bookkeepers Are Key to Keeping Owners Sane

Discover how a skilled bookkeeper not only manages your finances but also helps safeguard your mental health, reducing stress and preventing burnout.

The Right-Hand You Didn’t Know You Needed: Why Every Business Owner Needs a Bookkeeper for More Than Just the Books
The Right-Hand You Didn’t Know You Needed: Why Every Business Owner Needs a Bookkeeper for More Than Just the Books

Discover why a bookkeeper is more than a number cruncher—they’re your strategic partner, offering clarity, guidance, and stress relief to help grow your business.

The Future of Bookkeeping: Why AI Won’t Replace Us—It’ll Make Us Even Better
The Future of Bookkeeping: Why AI Won’t Replace Us—It’ll Make Us Even Better

Discover how AI enhances accuracy, frees time for strategy, and amplifies the value bookkeepers bring to businesses.

The Evolution of Bookkeeping: From Bean Counter to Business Strategist
The Evolution of Bookkeeping: From Bean Counter to Business Strategist

Bookkeeping has come a long way in the last century. Once seen as a routine task of tracking numbers in ledgers, today’s bookkeepers have evolved into essential business strategists.

The Modern-Day Bookkeeper: Your Strategic Partner in Business Success
The Modern-Day Bookkeeper: Your Strategic Partner in Business Success

Modern bookkeepers provide daily financial guidance, offer unbiased insights, and focus on sustainable growth. They help you make smarter decisions, solve real problems, and ensure your business thrives without burnout. Today’s bookkeepers are not just service providers—they're essential allies in building a successful, sustainable business.

4 Common Cash Flow Mistakes You Could Be Making
4 Common Cash Flow Mistakes You Could Be Making

Avoid common cash flow errors with our guide on crucial mistakes small business owners make and how to prevent them.

How to Ensure that Your Small Business is Scalable
How to Ensure that Your Small Business is Scalable

No small business wants to stay small forever. However, in order to grow you need to ensure that your company is scalable. In this article, we'll discuss some tips on how to make your small business more scalable so that you can grow and thrive for years to come.

How to Develop a Successful Business Strategy
How to Develop a Successful Business Strategy

The right business strategy serves as a strong foundation upon which to build your business. It will enable you to make the right decisions with regards to areas of investment, the allocation of resources and the prioritisation of projects.

8 Warning Signs Your Business is Stagnating
8 Warning Signs Your Business is Stagnating

It’s important to keep your business alive and flourishing, but the truth is that most businesses experience stagnation at one point or another. Business owners need to be able to spot the warning signs of stagnation so that they can take action and get the numbers moving in the right direction again.

6 Tips to Grow a Successful Online Business
6 Tips to Grow a Successful Online Business

For entrepreneurs looking to start their own business, it's not always easy to get started, so we've compiled the following list of tips that will help grow your online business successfully.

Do you operate your business with only one bank account?
Do you operate your business with only one bank account?

Do you operate your business with only one bank account? If yes, consider establishing three distinct business bank accounts to increase operational efficiency. These accounts include an operating account, a savings account, and a liability account.

Why You Should Check Supplier ABNs
Why You Should Check Supplier ABNs

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Do Your Employees Want to Cash Out Annual Leave?

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Do you understand your Balance Sheet?
Do you understand your Balance Sheet?

Regardless of the current economic situation, be it, COVID-19, fires, floods, rising interest rates or inflation, recessions are an economic reality, and you should always be practical and prepared.

2023 RECESSION? Don’t be nervous, be practical.
2023 RECESSION? Don’t be nervous, be practical.

Regardless of the current economic situation, be it, COVID-19, fires, floods, rising interest rates or inflation, recessions are an economic reality, and you should always be practical and prepared.