Business Planning

Plan how to grow your business

Our management team of experienced professionals specialise in helping busy business owners to plan ahead to achieve their business goals.

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Business Plan Template



We specialise in helping busy business owners to have confidence in their financial records and results, delivering insight through regular performance reporting, and supporting you to plan ahead and achieve business success.

Experience you can trust

Business Consultant

Our management team includes qualified finance professionals with extensive experience gained in large corporate organisations with diverse business interests.

Financial Insight

Financial Insights on a laptop screen

We’re not just bookkeepers. We provide deep dive financial performance reporting & insights to help manage cashflow & increase profitability.

Business specialists

Consultant Explaining Business Insights

We get to understand the business you’re in, and what success means to you. We can support you to achieve your goals having worked with clients across multiple industries to plan ahead.

Key Elements of a Business Plan

The Entity

Brief description of the business operation, mission and values.


History and qualifications, and suitability to the enterprise.

Business in Australia

How the enterprise plans to grow within their industry and add value to the Australian economy. 


Where the enterprise is based and where target customers are expected to be located.

Products / Services

Description of the products and services offered and pricing strategy.

Industry analysis

Market and competitor analysis and the unique selling proposition that differentiates you from your competitors.


The sales and advertising strategy to  promote the products and services of the business.

Regulations, Permits & Licences

Specific licences required for the business to operate.

Capital Investment

The cost of set up and the means of financing the venture.


What additional staff resourcing will be required locally or elsewhere together with qualifications or specific capabilities required.


Projected Cash Flow for the financial years ahead.

Income & Costs

Projected Income Statements for the financial years ahead.

Our Packages


from $375 Per Month

*Weekly Bookkeeping
*Managing Partner
*Reconciliations *Payroll & Superannuation
*BAS & IAS Returns
*Annual Returns for Accountants
*Xero subsctiption
*Xero Setup


from $650 Per Month

*Confidence Package, PLUS
*Monthly Performance Reporting
*Cashflow Analysis
*Sales Analysis
*Cost Analysis
*Product & Customer Profitability
*Trend Analysis
*Key Insights & Action Plan


from $900 Per Month

*Insight Package, PLUS
*Budgeting & Planning Workshop
*Business Plan
*Performance v Budget Reporting
*Cashflow Forecast
*Sales Forecast
*Cost Forecast
*Key Insights & Action Plan


Case Study

Our Difference

Business Bootroom specialises in helping busy business owners gain confidence in their financial records, have a better understanding of  their financial performance through key insights that will support you in the business planning process to achieve long term goals.

Our Approach/Philosophy

Our unique approach is to provide you with our collective business and finance expertise in a relaxed, open and honest way. We take a common-sense approach to resolve your issues and can provide tailor-made services at a frequency you need. Most importantly, we care about you and your business. 

Our Experience

We’re trusted by our clients across different industries such as healthcare, financial services, non for profit/social enterprises, immigration agencies and many more… 

Our highly qualified management team include accountants and a risk and treasury expert that have each held senior management positions within large and complex organisations. So we’re confident that we can help you to gain the financial confidence and insight you need to achieve your business goals.


​Words from our clients

Our immigration consultancy has been referring clients to Rodney Levine since 2009 for the purposes of obtaining business plans for business visas to Australia.

We have found Rodney to be very engaging and very astute at adapting the business proposal into a commercial business plan that is likely to provide an adequate financial return to the client and at the same time satisfy Australia’s immigration policy.

We have been very happy with the service that Rodney has provided to our consultancy and our clients.

Myer Lipschitz

IMMagine Australia & New Zealand

Free BUSINESS Planning consultation

If you’re ready to let us help you to plan ahead to achieve your business goals, then we’d love to hear from you.

Call Us On 03 9523 0907 or
Schedule a meeting today!