Services

We work with you to create a custom, easy to follow plan that speaks to the heart and soul of your business.

This guide will articulate your vision, core values and goals. You’ll receive a 90-day action plan addressing immediate and critical issues as well as a strategic plan to achieve realistic longer-term goals.

Robust Cashflow and Budget planning is critical to the health of a small business.

We’ll help you set targets and regularly monitor your actual cashflow against your forecast.

Our coaching is designed to identify and treat any underlying causes of poor cashflow. We’ll review your situation, set annual goals and devise a 90-day action plan for improvement, holding you accountable to implementing simple strategies.

This will enable you to predict large cash outflows and swiftly respond to changes in your business.

Owning your own business is hard work - it’s easy to get absorbed in the day-to-day operations.

We’re here to help, providing you with support and accountability, keeping you on target towards achieving the goals set in your business plan.

Are you in need of an updated business plan?

No problem, we’ll help you with that too.

The Business Development Trifecta of services includes:

-An annual Business Plan.

-An annual Forecast.

-Ongoing reports with an accountability framework.

The program is designed to achieve successful growth built on a stable foundation of best practice.

With the development of a solid business plan, insightful forecasts and regular meetings, we will keep you on track to your goals.

It’s essential to measure your financial results, otherwise you can’t implement meaningful improvement strategies and achieve your business goals.

Monthly management reports will provide a snapshot of your results, ensuring you always know your financial position.

This accurate up to date information will guide your decisions, allowing you to adapt in real-time.

We process financial accounts through Xero, including:

Profit and loss and Balance Sheet Reports and Tax returns which we file with the IRD.

We provide reminders when it comes to tax payment deadlines.

We’re ready to assist with effective and timely Xero and technical accounting advice wherever and whenever you need it.

Managing your GST, payroll, FBT or annual accounts, we’ll tailor a service solution that suits you and your business.

We are available to provide professional, friendly and efficient business accounting support of all kinds.

We empower you to understand and process your accounts with Xero accounting software.

We provide Xero setup and training with follow up support, so that you can run reports and file GST returns directly through the software.

GST training is provided through Zoom sessions, taking you through the returns step by step and supporting you over a series of returns to strengthen your knowledge.

We also offer training around “reading your numbers”, teaching you how to understand, manage and forecast your financial reports and cashflow.

We can take you through the creation of your annual business plan, the techniques needed to monitor outcomes against goals and budgets and the process of looking forward in the short and long term of your business.