Oasis Accountants have partnered with
Pro-actions business advisors to support our clients across all industries

The business strategy is clearly documented and understood by all.

There is a documented business plan that supports the strategy.

Regular board meetings are scheduled, take place, and have actions and minutes.

Key performance indicators are produced, communicated and reviewed regularly.

The business has good working relationships with key professional advisors.

The business has a documented monthly budget and cash flow plan and breakeven points are known.

Cash flow is regularly modelled, predictable and sufficient to meet the plan.

Suppliers, Service Providers, Debtors and Tax Agencies are routinely paid on time.

Customer receipts are collected within payment terms and debtor days is under control.

Management accounts are available and reviewed monthly.

Our bank relationship is good and we have the financial facilities we need.

I/we have considered/discussed what we want from the business.

I/we have all set our end goals/exit plans and they are written down and known amongst the directors.

The shareholders' and directors' end goals are aligned.

There is clear documented agreement about how the business will be run and who has authority and rights over what.

The directors know where they add value and manage their time to focus in those areas.

There is a clear and written marketing plan that is aligned to the business plan.

The business has a very good knowledge of its competition and their practices.

We know exactly why customers buy from us rather than our competitors.

There is a detailed schedule of marketing actions that is managed and delivered to.

The pipeline is full and we generate convertible/profitable leads regularly.

Our sales model (how we sell, to whom, by whom) is documented and understood.

There is/are clearly detailed, documented sales processes that are well understood.

There is a system in place which supports opportunity management through the sales process.

Sales results are managed weekly and are on track to hit the budget.

Sales personnel are appropriately skilled/trained for the types of roles they are performing.

There is a documented organisation structure that is known and understood by all.

The organisation structure is grounded in our strategy and supports us to achieve what we want.

The key roles are filled with appropriately skilled/motivated people who are performing well.

Roles and responsibilities are clearly documented and understood by all.

Performance management and development processes are in place and actioned.

Processes are, for the most part, fully documented and, where possible, computerised.

Designated people are responsible for the day-to-day operating decisions.

Staff communication is good and duplication of work does not occur.

The business has well defined and effective quality management and health and safety processes.

Staff have the environment, equipment and the training they need to increase their productivity.

I am motivated and inspired by the business.

I have adequate support to handle details so that I have space to focus on bigger things.

I am able to spend quality time on things/with the people I care about.

I am happy with the amount of money I make from the business.

I am on plan for my end game (or exit) and financial independence.