Collaboration Circle - SMEs

B2B specialists, advisors and service providers

Our ideal clients are SME businesses – large enough to be able to afford us, not so large they’ve in-housed what we do.

The BB4G SME Collaboration Circle is a collaborative network of experienced business consultants, specialists, advisors and service providers whose ideal clients are SMEs.

What’s SME? 

We define them as “large enough to be able to afford us, not so big that they’ve in-housed what we do”

We work together as a community to better support our clients, grow our businesses and do good things for the world.

Connect with us

Attendance at BB4G SME Collaboration Circle meetings is limited to experienced business owners who share our ideal target market of SME businesses large enough to be able to afford to pay us but not so big that they’ve in-housed what we do.

If that rings a bell and you’d like to connect with other like-minded business advisors and specialists with a view to creating WIN WIN strategic alliances and partnerships and adding real value to your clients then we’d love to meet you.

Visitors are welcome and atttendance at your first meeting is free.  Click on the link below to arrange a visit

Ongoing membership to BB4G Collaboration circles is limited to  BB4G Community members.  Find out about BB4G Community membership here

Meet our members

Photo of Tim Allan

Tim Allan

Insurance Broker

Advice You Can Trust. We arrange insurance that will protect our clients Assets and Liabilities. We have facilities for Civil Contractors, IT&T, Finance Brokers plus Accountants and other industry specific categories.Read More
Insurance Advisernet Mobile Phone: 0409 555 046

Tim has extensive experience in the insurance industry and has held senior positions with both insurance and broking companies giving him the expertise to handle all of your insurance requirements.

Tim pays particular attention claims and works diligently to ensure they are settled promptly. In the event of you suffering a loss we will represent you to ensure you receive the best possible claim settlement. Whether you are an individual wishing to insure your house, contents and car, or a major public company requiring a review of corporate insurance strategy and policy wordings that protect your shareholders from potential loss, you can rest assured that Tim will be able to assist with your insurance needs.

Tim holds a Diploma in Financial Services & Insurance Broking and he specialises in SME business including Civil Contractors and specific Liability classes of insurance.

Certifications

  • Approved BB4G Advisor
  • BIPlan Mentor
Photo of Scott Amberley

Scott Amberley

R&D Grant Specialist

I find you government money so your business can grow. Grants | Research & Development | AusIndustry | Tax OffsetsRead More
Granted R & D Mobile Phone: 413764671

Many people assume that research happens only if you wear a white lab coat. But innovation is happening in business across every sector, every day.

You could be doing it without even realising. The problem that you tinkered with in a new way or that hurdle you overcame for a client could be just the ticket.

The government wants to encourage clever problem solving that grows the economy. So it makes research and development money available through the tax system. I help businesses to access this AusIndustry money.

By asking curious questions (mostly, ‘yeah, but why?’) I learn about you and your business. This helps to identify the innovation and value of what you’ve done or created.

I’ve always been the person whose brain ticks away to connects the dots. Yes, even as we’re having a conversation.

I grasp the big picture and can see the strategic pathway that’s been hidden from view. I utilise this to help business owners generate the opportunities that drive their business growth.

Through former roles in law, grants and business development I’ve been exposed to a range of sectors and scales of business. My work has always helped people to look and plan ahead.

I’m undoubtedly a people person. But my background means that I’m fully conversant in technical speak. So I can support your business to navigate systems, processes and contracts, and clearly articulate what’s what.

It gives me a buzz to collaborate and get things moving for clients. Get in touch if you want to leverage what you do and continue to do it with more money in the bank and the breathing space to grow.

Photo of Martin Cattach

Martin Cattach

Business Finance Specialist

Martin is a director of Finance for Business and his mission is to provide small business with the Working Capital and the Cashflow they need to enable them to grow and prosper in today’s tough business environment by providing an alternative to borrowing from the Big Banks as well as delivering advice and insights the business needs to grow.Read More
Finance for Business Mobile Phone: 0407 477 555

Martin has had a rewarding Corporate career working in the key growth markets of Financial Services, Investment Banking, Information Technology and Market Research.
For the past 10 years, Martin has worked exclusively in the small business finance area and developed the methodology of Better Business Banking to enable small business to access innovative, flexible and lower-cost methods to fund business growth.
Martin is a director of Finance for Business and his mission is to provide small business with the Working Capital and the Cashflow they need to enable them to grow and prosper in today’s tough business environment by providing an alternative to borrowing from the Big Banks as well as delivering advice and insights the business needs to grow.

Certifications

  • Approved BB4G Advisor
  • BIPlan Mentor
Photo of Peter Engelhardt

Peter Engelhardt

Brand Strategy Specialist

If you’re seeking guidance with establishing or building a brand, or want help demystifying the strategic planning process, that’s my sweet spot. As the founder of Creative Brew, I lead a team of experienced strategic design and marketing professionals dedicated to helping passionate business owners achieve their goals. With a step-by-step system that educates and helps you create your brand strategy, along with my guidance, I help individuals and organisations create a brand plan that sets them apart in todays crowded marketplace.Read More
Plan2Brand Mobile Phone: 0409 696 678 Website: Creative Brew Website: Plan2Brand

For 25 years+ I have been a design and marketing consultant, leading a traditional agency through the economic and technological challenges the past few decades have confronted us with. My move towards the digital side of the industry began some time around 1999 – 2000. Witnessing the degree to which the internet reshaped our industry led me to shift over time and focus on helping business & corporations to strip away the hype surrounding new media and focus on strategic planning and design that attracts.

Today you would have to say that I’m 100% fixated by differentiation. Why? Because all of the great brands that we love succeed by finding a unique position in the marketplace, and we believe small and medium sized businesses can too. So we’ve made it our mission to help passionate entrepreneurs and business creators make the transformation from a business, to brand of choice, through the power of education, strategic design and branding that connects.

Instead of merely helping my clients attract attention, I focus on helping them find their point of difference and the values their prospects will respect, so the resulting designs and branding reflect what’s meaningful to the them.

Too many companies are drawn to social media as “the answer”, but without a strategy of any kind, they actually don’t have anything worth saying or sharing. For many companies, social media simply relays faster, with greater efficiency, and to more people than ever in history, that their brand lacks depth and meaning.

By thinking strategically, making real observations and planning, anybody can build a brand that stands out (and not blend in). Having nothing to say and no distinct way of conveying your difference and value will only result in your messaging using cliches, which means you’re promoting your category, not your brand.

Approved-Advisor

Certifications

  • BIPlan Mentor
Photo of Ian Harris

Ian Harris

Business & Tax Advisors

An experienced professional business advisor in the SME area. Initial professional experience was working under a tax partner in a reasonably large city practice to learn my tax planning skills.Read More
B+I Lockwood Accountants Pty Ltd Mobile Phone: 03 9570 3603

An experienced professional business advisor in the SME area.

Initial professional experience was working under a tax partner in a reasonably large city practice to learn my tax planning skills.

Now using ‘the business model canvas’​ developed by Alex Osterwalder to assist clients to review and develop their businesses.

Previously facilitated the Melbourne Business Model User Group to enhance my understanding of business model thinking.

Will coach selected entrepreneurs into their startups.

Interested in social enterprises and using the business model canvas to help them realise their potential.

Specialties: Reviewing business structures and identifying legitimate tax planning possibilities
Reviewing your existing business model and refining it
Designing business models for start-ups
Assisting with any small business start-up (especially eCommerce businesses)
Goal setting and strategic planning
Assisting with the development of business ideas
Researching new business opportunities
Procuring specialist advice from outside our firm

Certifications

  • Approved BB4G Advisor
Photo of Raie Lyth

Raie Lyth

Website Systems Specialist

I’m an expert in putting your business online. I ask the critical questions to ensure your online solution works for you, increasing revenue and freeing up your time for strategic business thinking.Read More
Web-Ideas Mobile Phone: (038) 873-0000

I’m an expert in putting your business online. I ask the critical questions to ensure your online solution works for you, increasing revenue and freeing up your time for strategic business thinking.

Based in Mitcham, our business WEB IDEAS was established in 2003. We focus on delivering high quality and secure websites to the small to medium business market, along with specialised applications for Government and larger businesses. This includes a highly developed content management system, perfect for information, online shopping and online booking systems. WEB IDEAS knows what it takes to survive and thrive in business today.

Our industry is continually changing, with the increasing use of mobile devices and social media opportunities. Embrace Change!

With a commitment to improving the business of our customers, WEB IDEAS builds great websites that really work.

We are passionate about using technology to improve your business, so you can achieve your lifestyle dreams.

Certifications

  • BIPlan Mentor
Photo of Kerry Anne Nelson

Kerry Anne Nelson

Workplace Processes Architect

Kerry Anne Nelson is known for her obsession with making workplaces run smoothly. Her community was not surprised when she chose to build her business in this field. Kerry Anne was almost brought to her knees when her husband passed away unexpectedly, leaving her to salvage a business with no systems or processes in place. Since then, Kerry Anne has become Australia’s most passionate advocate for systemising businesses.…Read More
Operation Verve Mobile Phone: 412898363

Kerry Anne Nelson is known for her obsession with making workplaces run smoothly. Her community was not surprised when she chose to build her business in this field. Kerry Anne was almost brought to her knees when her husband passed away unexpectedly, leaving her to salvage a business with no systems or processes in place.

Since then, Kerry Anne has become Australia’s most passionate advocate for systemising businesses. Her clients accelerate the achievement of their business goals by leveraging the decades Kerry Anne invested into growing her own companies. She accelerates the pathway to lasting expansion by developing customised tools which allow owner operators to scale their business.

Certifications

  • Approved BB4G Advisor
Photo of Catie Paterson

Catie Paterson

Strategic HR Consultant

Catie Paterson specialises in delivering focused HR solutions with a personal touch. A true HR specialist,  Catie’s strength is in successfully managing stakeholders at all levels whilst delivering invaluable tools, strategies and results throughout all areas of a business.Read More
Catie Paterson HR Consulting Mobile Phone: 0409 545 634 Website: Catie Paterson Consulting

Catie Paterson specialises in delivering focused HR solutions with a personal touch.
A true HR specialist,  Catie’s strength is in successfully managing stakeholders at all levels whilst delivering invaluable tools, strategies and results throughout all areas of a business.
She is passionate about human connection, and combines years of industry experience with a dedication to getting the job done.
Inherently down to earth and offering services that are all-encompassing.
Catie Paterson Consulting came about as a result of increased demand for genuine, ‘no-nonsense’ HR guidance, assistance and advice.

Areas of Expertise

  • Organisational Development: We approach organisational development as a blueprint tying all the changing business components together such as culture, technology, employment structure, people, and leadership. The benefits to successfully managing organisational development leads to improvements in productivity, processes and communication.
  • Strategic Leadership Development: Catie Paterson Consulting can work with you to develop an employment strategy in line with your overall business plan to communicate the vision, build and motivate teams, drive efficiencies, and inspire individuals and teams to reach their full potential.
  • Recruitment, Retention and Succession: The implementation of successful recruitment, selection and onboarding process, together with talent management and succession initiatives promotes employee engagement and prepares them for future opportunities and responsibilities within your company.

Certifications

  • Approved BB4G Advisor
  • BIPlan Mentor
Photo of Jeanine Purdie

Jeanine Purdie

Credit Management and Debt Collection Specialist

Jeanine Purdie is the founder and principal of Business Credit Solutions which was formed to assist clients to get paid faster by reviewing their credit management processes and potential new client risk and to assist with debtor management and/or collection if required. We have teamed with IODM, a cloud-based debtor management system to assist clients with their accounts receivable.…Read More
Business Credit Solutions Mobile Phone: 0418 749 602

Jeanine Purdie is the founder and principal of Business Credit Solutions which was formed to assist clients to get paid faster by reviewing their credit management processes and potential new client risk and to assist with debtor management and/or collection if required.

We have teamed with IODM, a cloud-based debtor management system to assist clients with their accounts receivable. Our collection arm is called Repaid! Collections. Our unique points of difference are competitive rates, high levels of customer service from a boutique firm, clients can log-on and get up-to-the-minute progress reports when required from our integrated debt collection system. We conduct WEEKLY EFT payments back to our clients after they have been Repaid! (with Trust statements for your records). We offer a no win/no fee for service throughout the collection process. We pre-quote for any additional services required eg field calls or skip traces to locate debtors and only proceed with your authorisation.

Certifications

  • Approved BB4G Advisor
  • BIPlan Mentor
Photo of Robin Snelling

Robin Snelling

Financial Management Specialist

Robin Snelling is a Virtual Chief Financial Officer or CFO, with 40 years of corporate and small business experience. He’s passionate about creating reports which reveal the guts of the business – which sections are inefficient, what product groups are most profitable, what sales channels are performing, which customer markets give the best return. Robin is a founding member of the Association of Virtual CFOs, which has the goal of promoting the benefits of this relatively new industry to SMBs.…Read More
Virtual CFO Group Mobile Phone: 0412 415 847

Robin Snelling is a Virtual Chief Financial Officer or CFO, with 40 years of corporate and small business experience. He’s passionate about creating reports which reveal the guts of the business – which sections are inefficient, what product groups are most profitable, what sales channels are performing, which customer markets give the best return.

Robin is a founding member of the Association of Virtual CFOs, which has the goal of promoting the benefits of this relatively new industry to SMBs.

Robin is currently working on the development of Informer 4 SMB software, a unique cloud solution which provides automated financial analysis of profitability and cash requirements for SMBs. This software will make management reporting far more accessible to SMBs

Certifications

  • BIPlan Mentor
Photo of Lisa Wiking

Lisa Wiking

Over the last 18 years I’ve become totally obsessed with people and communication and how it impacts business results. The quality of the working environment will determine the productivity of the team and the happiness and fulfilment of its people at work and in life. The obsession began when I started my career as a 20 year old in a negative & unsupportive environment.…Read More
Mobile Phone: 0408 711 769

Over the last 18 years I’ve become totally obsessed with people and communication and how it impacts business results. The quality of the working environment will determine the productivity of the team and the happiness and fulfilment of its people at work and in life. The obsession began when I started my career as a 20 year old in a negative & unsupportive environment. It was so awful, I’d go home and cry nearly every night. As I shared my story with friends and family I found, I wasn’t the only one who was unhappy in a working environment.

After 18 months, I was given the opportunity to be the leader. As a 22 year old, I had very little experience and no leadership skill. All I knew, was how not to do it.

With that and a brand new team, we got to work. In the following financial year we turned the business around almost $150,000. That was over 18 years ago and as a result, have devoted my career to discovering what it takes to run a sustainable and profitable business with happy and empowered employees.

I am an author, coach & trainer and am passionate about helping business owners through one on one coaching, delivering workshops and trainings, my online program “Hire For Growth” and conference presentations.

What lights me up is to help business owners build, improve and maintain a positive work culture to increase staff morale, staff retention, customer retention, productivity and ultimately profitability. I believe developing and establishing good practice as a business leader is a skill that will repay you tenfold. From your own personal happiness to the privilege of leading a team to success and helping them realise their own full potential, as you develop this skill set, there is nothing more rewarding.

Certifications

  • BIPlan Business Advisor
  • BIPlan Mentor

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