About S&A - Services & Advisory
We help growing businesses in several practical ways:
Independent and tailored finance admin. and bookkeeping support to suit the needs of your changing business.
Advice and assistance with the preparation of bank funding applications, and helping to tell the story of you business.
Support and advice with strategic growth initiatives.
Review of your finance processes and internal reporting.
If you need reliable bookkeeping and finance admin. support, we can help to take the pressure off; either by assisting your existing finance team with any overflow, or by taking the stress away from owners of growing businesses who have been trying to do it themselves.
If you’re planning your next strategic move and/or seeking bank funding, we’ll work with you and your accountants, to assess and collate the relevant financial and business information. We’ll then present that information within an engaging narrative that investors and lenders will easily understand.
Whether you’re looking to improve efficiencies within your business, and/or to make more informed decisions, we’re here to help.
Our focus is simple - We get to know you and your business, and understand what it is that you’re looking to achieve.
We work in collaboration with both you and your accountant. Sometimes we’ll do what you don’t have time for, sometimes we’ll do what they don’t have time for, and we’ll provided an experienced, independent, and balanced perspective throughout that process.
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At S&A we specialise in helping businesses formalise and communicate their growth and risk management strategies.
Some of the types of reports we can prepare include:
Quarterly Reports; including covenant reporting
Trade and Cash Cycle analysis
Funding proposals (i.e.: for when you’re seeking growth or acquisition finance)
These type of documents (reports) can help you to better communicate your business’s growth and risk management strategies, along with historical financial performance, with your bank or other investors.
The better your lending investors understand your business and your business strategies, the more likely it will be that you’ll get a favourable outcome from those lenders.
Lenders make money by being good at managing risk. As a borrower, you can help them to manage their perceived risks by clearly communicating information about your business. And that’s where S&A can help!
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At S&A we specialise in helping businesses formalise and communicate their growth and risk management strategies.
If you’re an operator of a growing business, and think you may need some strategic support within your finance team, but can’t yet justify employing a full time CFO or Finance Manager, talk to us today.
Money is the fuel of a business and your finance department is the engine room where that fuel is managed!
We can work with you and your other advisors (especially your accountants) to help analyse financial information and performance, and to communicate that analysis with your business partners (particularly your bank), as well as with your board and/or management team.
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We are not Accountants, but we do understand accounting.
We’ll work with you and your Accountants.
We can help to take the pressure off you, for any and all matters relating to:
Accounts Reconciliations
Debtors & Creditors
GST returns
Invoicing
Payroll
Systems and Processes
Training with Xero and other systems
What we do?
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We provide Commercial Funding Advisory and Strategic & Business Risk Advisory services to growing SME and mid-sized Commercial businesses. We also rely on our wide network of contacts and Independent Associates who can assist with other aspects of business development and the provision of other business services.
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We work with businesses looking to undertake debt funded expansion, or simply wanting to review their existing business funding facilities. This includes the development of business strategies that are focused on debt and equity management, and preparation of an in-depth funding proposal or review.
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We work with growing businesses and help them with the development, implementation, and ongoing monitoring of financial and business risk management strategies.
Why we do it?
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Sadler & Associates was founded by Dion Sadler to be an Advisory service for growing SME and mid-sized Commercial businesses. Advisory services like this are more commonly utilised by, and targeted toward, larger businesses.
The banking industry is changing rapidly, with the advent of new technologies and the ever-increasing raft of regulations. Banks are set to become more like quasi-wholesalers of banking facilities. If a client request is anything but vanilla, banks will increasingly struggle to accommodate it without the involvement of third-party service and support providers.
This will lead to bank customers increasingly needing to utilise intermediaries and third-parties to facilitate their interactions with their banks.
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We aim to provide advisory services to growing businesses who may once not have accessed these types of services.
Our aim is to help business owners and operators to develop Strategies for Success and build Shareholder Value.
Who are we?
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In addition to our Founder and Principal Advisor, Dion Sadler, our team includes Associates Stef Sam, Joy de Souza, and Nicole Brodie.
Dion has years of experience analysing and managing business risk, and advising to growing businesses.
Our independent Associates bring a wide range of expertise including Systems and Process Improvement reviews, Strategic and Finance Analysis, and Accounting System reviews and recommendations.
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We work with businesses looking to undertake debt funded expansion, or simply wanting to review their existing business funding facilities. This includes the development of business strategies that are focused on debt and equity management, and preparation of an in-depth funding proposal or review.
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We work with growing businesses and help them with the development, implementation, and ongoing monitoring of financial and business risk management strategies.