Breese Dynamics

Breese Dynamics coaches and mentors entrepreneurs and small business owners on their finances. Led by Jules, it offers the kind of support a finance director would give a large company, with a strong focus on cash flow and on explaining why profit does not always mean money in the bank.

What Breese Dynamics offers

• Small business advisory — business plan reviews, growth strategy, pricing and cash-flow planning.
• Mentoring — ongoing coaching for owners who want to understand how their business is doing.
• Bookkeeping and performance monitoring — keeping the books and tracking results.
• Audit review — checking the numbers and financial records.
• Xero and cloud accounting — setting up cloud accounting and reporting tools, with training.

Who it works with

Clients include start-ups and owners reviewing a business plan, firms tidying up their practices, and businesses going through rapid growth, restructuring, staff changes, a merger or a new finance system.

Key facts

• Software: Xero cloud accounting
• Led by: Jules, the firm's adviser and mentor