Strategy and business planning to reach your goals

Business owners planning with their accountant

You run a business, you take a risk. Your aim is to provide a growing income to support your lifestyle and family, with the freedom to be your own boss.

To run a business, you must be business-like. It is not enough to be very good at what you do. Without strong business systems and planning you will never know your true potential.

  • What are your dreams?
  • Have you set goals?
  • What do you need to put in place to achieve those goals?
  • Who will help you work out the best way forward with your business plan?

It is difficult for a business owner to find the time and motivation to implement the ideas that take a business from good to great. Forget the common cry, “I’m far too busy for that.” Are you too busy to be a competent businessperson? Business strategy and planning is what we do best, and our goal is to help you reach your potential.

Our team works with businesses of all kinds, from start-ups to established small and medium businesses. We have particular experience with law firms, solicitors and barristers, medical and healthcare practices, other professional services and farming and agribusiness. We advise business owners from our South Perth and Albany offices, and by video across Western Australia.

Strategy and value improvement

  • Strategy development and implementation
  • Business life planning
  • Business improvement planning
  • Succession planning

Business planning is a key part of your success. Monthly or quarterly management accounts and reporting, budgeting and cashflow forecasting are some of the ways we help you get ahead of the game. If you are starting a new business or selling your existing one, we can help with that too.

Business structures and restructuring

The right structure for your business changes as it grows. We advise on sole trader, partnership, company and trust structures, bucket companies and Division 7A, and on restructures including the small business restructure roll-over. We set out the tax, duty and administration costs before you decide.

Two changes make this a live question for many business owners in 2026 and 2027:

Business planning consultation

Your initial consultation is free and without obligation. Book now.

When it comes to business planning, we want to know everything about your business and what your dreams are. A business planning consultation helps us understand your vision and core values so we can help you create a clear business plan.

We help you identify opportunities, create a strategy and prioritise the actions needed to achieve your goals. A regular review keeps you on track to reach your targets.

We provide an objective view of how your business is performing, and we are candid in all our communication with clients. We reinforce what is working well in your business, and we make sure you know when you might be heading down the wrong path.

Quarterly meetings

You are not alone. Keeping up the motivation to grow your business can be a lonely process, and it is often hard to find time to focus on business development. Quarterly business planning meetings keep you on track, focused and accountable. We review your position with you and provide the support you need to achieve better results.

Better results mean higher profitability and stronger cashflow. With quarterly management reporting we measure your actual performance against forecast. As your accountant, we share the journey and help keep you motivated as you work towards your goals.

Budgeting and cashflow

Budgeting is an essential part of managing a business. We can prepare a cashflow forecast and budget so you know how much to set aside for upcoming expenses and what surplus might be available for future purchases or investment. Our goal is to help you stay on top of your finances with a clear picture of your financial position.

We provide accounting, business and financial services to clients in metropolitan, regional and remote areas across Western Australia. Call our South Perth office on (08) 6436 0900 or our Albany office on (08) 9842 2511.

Request a consultation

Book a consultation to discuss how Porters CA can support your business. The initial consultation is free and without obligation.

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