Combining intelligent software with real human consultancy, our Cash Flow Forecasting Program, ‘Swell’ is designed to transform your financial data into insights that will help grow your business faster. Now you can plan for the future using more than just your gut instinct.
Running a business is difficult – from managing cash flow and growing sales, it’s not uncommon for business owners to rely on their gut to make critical business decisions.
Whilst there’s plenty of software available to help you make sense of your financial data, if you don’t have a key understanding of finance they can be difficult to set up and you often end up not benefiting in the way that you first thought possible.
Our Swell Cash Flow Forecasting Program solves this problem by combining software with human consultancy. We get a true understanding of your business and build you a Business Intelligence Dashboard that meets your needs. Your Swell Dashboard is a real-time financial tracking and management tool that helps you manage your financial data more efficiently. It offers various features and benefits to support effective cash flow management.
Once your Swell Dashboard has been set up, we then help you to understand what all the data means with included training, monthly consultant insights and suggested actions to move your business to the next level. We help you put a business strategy in place to make decision making easier (and better informed).
Swell is all about supporting business owners through their next phase of growth, so it has been designed with simplicity in mind. After all, we want to make life easier for you – not harder. The data you’ll see on your Swell Dashboard is presented in a visually appealing, user-friendly way to help you plan for the future with greater insight. Our Swell Program offers three levels to cater to the varying needs of business owners throughout their business journey.
It’s time to start growing your business faster with ‘Done for you’ reporting,
cash flow forecasting and insights from your existing accounting data.
Visually compare and track financial data in real time
Manage Cash Flow with dynamic reporting
See the future with Forecasting
Get an external perspective with monthly consultant insights and tips
Stay in the Know with Live Alerts
Be Confident with Onboarding and Training
Get advice from real, human consultants – located in Australia
Collaborate with unlimited users
We’re not your average accountants, which is why we call ourselves “Accountants with a Zesty Twist”. Through our Swell Program, we go beyond tax accounting to offer products that empower business owners to confidently engage with their financial data, build strategy into business processes and make sound, informed decisions. We term this ‘Business Sense’ and our goal is to make ‘Business Sense Simple’.
Our Swell Program offers three different plans catered at the different stages of your business journey. All plans include Set Up, Training and Monthly Consulting Insights.
For new businesses just getting their feet wet
Know how you’re tracking and build your financial knowledge of your business.
Our introductory level is all about gaining business knowledge and know-how so you can run your business with confidence and clarity.
Visually Compare and Track your Financial Data in Real TIme
Monthly Insight Reports from our expert consultants
Live customised alerts
Unlimited Users
On-boarding and Training to get you started
Forecast what’s next and identify the resource requirements to get there.
Seeing Growth and Expansion is great, but it brings it’s own set of challenges too. This level is for businesses that want to forecast and plan their next growth move.
Visually Compare and Track your Financial Data in Real time
Monthly Insight Reports from our expert consultants
Live customised alerts
Unlimited Users
On-boarding and Training to get you started
Visually forecast your business future with a 3-way forecast (cash flow, profit and loss and balance sheet)
Visually compare and track your financial data to your forecast
Customised business metrics so you know the Metrics that Matter
For booming businesses and keeping your head above the water
VCFO Lite – for business owners who need to delegate to reclaim time but also want to keep on top of the numbers and key business information.
High Growth Business often means a time-poor founder. This level helps you keep your eyes on the important parts of your business whilst delegating tasks to others.
Visually Compare and Track your Financial Data in Real time
Monthly Insight Reports from our expert consultants
Live customised alerts
Unlimited Users
On-boarding and Training to get you started
Visually forecast your business future with a 3-way forecast (cash flow, profit and loss and balance sheet)
Visually compare and track your financial data to your forecast
Customised business metrics so you know the Metrics that Matter
Second Custom Built Dashboard for Team use
Quarterly coaching call with our consultants
The first step is to book our quick 15 Minute Business Service appointment via our bookings page. This initial call is designed to get to know each other, before we move forward to deeper discussions.
We love our clients and we’re thrilled they love us too!
“Before working with Cameo my business was at a point where I needed someone to brainstorm ideas with and help me navigate where I wanted my business to go. I was ticking the compliance boxes and even engaged a business coach, only to discover that the advice they offered wasn’t tailored to my business. Since working with Lemonade Beach I now have a clear direction when it comes to planning our big income-producing projects. I feel like I have a CFO in my corner – someone who knows, cares and understands where my business is at.
I’m more than happy that I’ve invested in my business through seeking personalized advice. I love that every 90 days we plan the next steps for my business at my premises. Numbers aren’t my thing, but they are essential to me continuing to grow a sustainable and successful business – the advice I receive is heartfelt and practical – just what I need.”
“I started working with Lemonade Beach when I was in need of some guidance to grow my business from a home business to something bigger. I was set up with Xero and taught how to use it and still have ongoing support. The Business goal setting sessions via skype were so amazing and allowed me to realise I had a business, no longer a hobby.
My biggest fear with engaging an advisor was that I would be laughed at, and I am, but we laugh together as we weave through the journey of business. Lemonade Beach are reliable, honest and professional. I love having both of you in my business, the trust, the interest and the support in me and my business is so valuable.
Cameo has to play the most important role in my business. She is so much more than an accountant! She is a mentor, a motivator and a lifesaver when it comes to all things accounts wise.”
Before you make any decision to sign up, we offer an obligation-free consult to discuss suitability to your business needs.
If this service interests you, please use the links on this page to book a New Enquiry Call.
Right now we’re working exclusively with businesses using Xero as their bookkeeping / accounting program.
If you currently use MYOB or QBO please feel free to contact us as we will later be expanding this service to those software and will be looking for Beta testers.
There is no need to be an online whizz to use Swell. We build your dashboard from your bookkeeping file information, so as long as that’s nice and tidy Swell will work for you. You will then receive login details to your dashboard which can be accessed from any web browser and updates automatically each night from your data file.
We will also step you through 4 training calls to make sure you’re comfortable with accessing and understanding the dashboard.
When you book your 15 Minute New Enquiry call, you’ll be prompted to supply some basic information about your business.
On our call, we’ll have a quick chat to get to know each other and to determine if we can be of assistance. If you’d like to move forward to a deeper discussion, after your initial meeting you’ll be sent an invitation to a Discovery Call. This is a complimentary 30 minute call which will dive a bit deeper into your needs, so you can make an informed decision as to whether you’d like to come on board as a Lemonade Beach client.
Our Swell program is built specifically for you! There’s no need to have completed accounting or bookkeeping training. Through our dashboard process we will show you your financial data in a visual format (think charts and graphs) and each month we will send you our insights into what these charts all mean as well as some suggested steps you can take to progress your business further.
We’re currently offering this service to Australian based businesses.
We may expand to those located outside of Australia at a later time.
Still have questions? Book a New Enquiry call and let’s get them answered.
