STRATEGIC Business Planning

A great Business Planning process gets to the heart and soul of your business. Upon completion of pre-work, we’ll have a greater understanding of your vision and values to facilitate a four-hour planning session to help you create a clear one-page Business Plan.  

The outcome of this process is to identify and prioritise goals (both short and long term), create strategies to achieve your goals, enable you to review actual performance against targets, and establish a 90 Day Action Plan to address immediate and critical issues.

Importantly, this process eliminates a factor that is too common in business – procrastination!

cashflow Forecasting

Cash, the lifeblood of any business, can determine its success, even when profitability is evident. Recognising its crucial role, we offer comprehensive Cashflow Forecasting services to empower your planning and decision-making processes. We advocate for a proactive approach to cashflow management, urging businesses to undertake an annual Cashflow Forecast for strategic insights, rather than as a reactive response to bank requests.

Our commitment is to equip you with the foresight to anticipate cash movements, empowering you to confidently plan and execute growth and improvement strategies. Understanding when and how much money will flow into and out of your business positions you to drive positive change effectively.

Cashflow Management

Cashflow planning is the best practice in any business and critical to survival and growth. 

Our Cashflow Management service is designed to help you improve your Cash Conversion Cycle and maximise your cashflow. It will allow you to predict large cash outflows and respond to changes in your business. 

Managing cashflow is all about your business processes. We’ll conduct a thorough review of your processes to identify any potential causes of poor cashflow so we can treat the underlying issues.   

We’ll meet with you on a quarterly basis to monitor, analyse, and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise an action plan to ensure you implement improvement strategies for maximum results.

Management Reporting

In the dynamic business landscape, effective management requires more than just day-to-day operations—it demands a keen understanding of your financial results and key drivers. Our Management Reporting service is designed to fill this crucial gap, enabling you to measure, manage, and implement meaningful improvement strategies to reach your business goals.

Your monthly Management Report serves as a snapshot, offering a clear view of your financial position with accurate and up-to-date information to guide your decisions. Regular monitoring of key drivers and financial results ensures that you stay on course to achieve your goals.

Our process begins with an initial meeting to identify and prioritise the key drivers to measure, ensuring you comprehend how to interpret your reports. Subsequently, each month, you receive a comprehensive report accompanied by a 15-minute momentum call. During this call, we discuss your results, pinpoint areas for improvement, and collaboratively set actions to keep you on the path to achieving your goals.

Quarterly Coaching

For business owners, the journey can often feel isolating, with the daily pressures of operations overshadowing the opportunity to work on long-term goals. Our Quarterly Coaching service is designed to break this cycle, offering enhanced accountability and support to ensure you achieve the desired results for your business.

This service yields tangible outcomes, including heightened profitability and cashflow, personalized reporting templates to gauge actual performance against forecasts, and access to an expert sounding board. With Quarterly Coaching, you gain a trusted partner to guide you, fostering an environment where you can consistently work towards and attain your goals.

Monthly Coaching

The journey of owning and operating a business is undoubtedly challenging. Our Monthly Coaching program is meticulously designed to provide you with steadfast accountability and support, ensuring you make optimal decisions for both yourself and your business. Collaboratively, we embark on a journey to develop effective strategies, working towards your desired outcomes and the lifestyle you envision.

Whether your business is navigating significant change or you simply seek regular contact with a trusted coach, our Monthly Coaching services are tailored to meet your needs. Let us be your partners in progress, guiding you towards sustainable success and fulfilment.

Bookkeeping

Bookkeeping is the process of recording and organising all financial transactions of a business, ensuring accurate financial records.

We have different levels of bookkeeping packages available to address your varying business needs.

Utilising the services of a professional bookkeeper ensures your financial foundation is strong, providing the tools and insights needed for long-term success.

KPI Improvement Coaching

Unlocking the potential of your business begins with a deep understanding of its key drivers. Our KPI Improvement Coaching service is designed to make this journey seamless, empowering you to increase profits and liberate cashflow.

We initiate the process by identifying your key drivers, whether financial (e.g., gross profit margin) or non-financial (e.g., customer satisfaction ratings). Next, we guide you in measuring each Key Performance Indicator (KPI) and setting improvement targets. As your confidence grows in measuring KPIs, we provide ongoing coaching, focusing on tactical plans that prioritize process and behavioral changes essential for sustained improvement.

Through dedicating a small amount of time each week and implementing simple changes, you can witness a dramatic enhancement in your KPIs, significantly impacting both your business performance and personal life. Elevate your understanding and master the art of KPI improvement with our strategic coaching services in New Zealand.

Virtual or Fractional CFO

Transform your financial strategy with our cost-effective Virtual or Fractional CFO services.

Imagine having the expertise of an entire finance department dedicated to your business, all at a fraction of the cost of hiring full-time staff. Our fractional CFO solutions provide unparalleled value, offering strategic financial planning, analysis, and decision-making support without the hefty expense of maintaining an in-house team.

Experience the advantages of a comprehensive financial partner, maximising your resources and driving success, all while saving on operational costs. Elevate your financial strategy affordably with our Virtual CFO services – the savvy choice for businesses aiming to thrive without breaking the bank.

Annual Accounting and Tax Compliance

Streamline your annual accounting and tax compliance with our value-based packages. We’ve crafted four comprehensive packages at fixed monthly fees, addressing varying levels of accounting requirements. This not only simplifies your annual financial planning but also provides clarity on your investment amount, allowing you to budget effectively for your chosen level of service.

Experience the convenience of hassle-free annual accounting and tax compliance, designed to meet your business needs with transparency and cost-effectiveness.

Xero Training and Support

Maximise the power of cloud-based accounting with our Xero Training and Support services in New Zealand. As passionate advocates of Xero’s cutting-edge software, we, as a Xero Partner, bring in-depth knowledge and hands-on experience to ensure you extract the utmost value from your accounting software.

Whether you’re looking for set-up assistance, seamless implementation, or personalised training sessions, we’ve got you covered every step of the way. Our commitment extends beyond mere support – we love recommending Xero to clients seeking a robust accounting system. As a bonus, our Xero Partnership often enables us to secure discounted subscriptions on your chosen monthly plan. Simply ask us how!

Embrace the efficiency of cloud-based accounting with our dedicated Xero Training and Support services – unlocking the full potential of your financial management with expert guidance and cost-effective solutions.