Keep moving forward.

Growth Plan (from $995)

We’ll work together to model up various scenarios in your business using our powerful growth equation software.

It requires a 1 to 2-hour meeting where we’ll document your plan with clear goals and a supporting forecast to help set the direction for growth in your business.

Benefits at a glance:

• Helps identify business growth goals
• Helps to identify the low hanging fruit in your business
• Gain clarity and confidence on your financial position and direction
• Learn about any potential vulnerabilities
• Find out how little tweaks can result in big improvements
• Identify and prioritise key goals, strategies and tactics
• Learn about the 7 ways to grow your business
• Receive a document to support finance applications for asset purchases such as vehicles, plant and machinery

Regional Business Partner Funding is available on this course for eligible businesses, details here.

See our growth equation video below to get a feel for what the growth plan will cover (Includes a working example)

Be prepared for change.

Growth Plan Quarterly Coaching (from $395 quarterly)

We’ll provide ongoing support, guidance and accountability around business performance, leadership and financial matters in your business.

It requires a 60 to 90-minute meeting quarterly and gives you a chance to work on your business rather than in your business with an independent expert at your side.

Benefits at a glance:

• Improve your business performance
• Gain independent expert advice to help with decision making
• Get help with identifying and tackling operational issues
• Identify opportunities and plan for achievement
• Receive leadership and communication coaching to help with delegation and improve your work-life balance
• Be better able to adapt and conquer ongoing changes in your business
• Learn about the 7 ways to grow your business
• Become comfortable and prepared for change by acting more strategically

Regional Business Partner Funding is available on this course for eligible businesses, details here.

Get going with confidence.

Start-up Course (from $995)

This course is for new start-up businesses that have begun trading and want training to become confident and efficient administrators of their businesses as it relates to tax and accounting.

The course consists of five x 1-hour sessions over 2 months and covers a variety of topics, tailored to the business.

Topics and benefits:

• Getting started with Xero or MYOB (2 sessions) – Reconciling, producing reports, doing your own GST and PAYE returns, record collection, storage and tips.
• Working through your business expenses (1 session) – Identifying which claim method works best for your business, education around what types of expenses are deductible for your situation, introduction of assets.
• Understanding tax & tax planning (1 session) – Working through an understanding of what you pay tax on, preparing for tax, GST, cashflow management and the 7 ways to poor cashflow that may impact on your situation.
• Growth plan example & review (1 session) – Run through a sample business growth plan, provide an insight to additional support available. Review where you are at in the start-up process to identify any further support needed and an opportunity to address anything you want to cover from the sessions again.

Regional Business Partner Funding is available on this course for eligible businesses, details here.

Understand what’s coming in and going out.

Cashflow Forecasting (from $495)

A cashflow forecast will give you clarity on your financial position and future viability.

It requires a 30-minute meeting where you will get a 12-month forward-looking report on cashflows for your business that takes into account seasonality and any existing obligations.

Benefits at a glance:

• Receive a document to support finance applications for asset purchases such as vehicles, plant and machinery
• Helps you prepare for upcoming expenses with a monthly budget
• Reduces your payment penalties on tax & finance
• Supports IRD applications for debt repayment
• Avoid running out of cash
• Develop a better understanding of the money coming in and out of your business.

Avoid extended cash shortages.

Cashflow Management and Planning (from $295 quarterly)

We’ll work together to help ease any uncertainty around cashflows in your business with a plan to reduce debt.

It requires a 60-minute meeting quarterly where you’ll get a cashflow plan for your business, a debtors’ best practice guide, with a quarterly review and revision of your cashflow forecast and plan. You’ll need to have completed a cashflow forecast first.

Benefits at a glance:

• Improves your understanding of cashflows in your business
• Improves your confidence around tax obligations
• Peace of mind from having a plan in place
• A second set of eyes watching over your cashflow performance and someone holding you to account
• Help with making the best decisions with your cash
• We’ll track your cashflow and performance results with you

Purchase with confidence.

Business Purchase Review (from $495)

If you’re looking at purchasing a business but want some independent advice on the potential or attractiveness of the investment for due diligence, a business purchase review is for you.

Benefits at a glance:

• Improve your decision-making confidence and negotiating position, while reducing fear that you could be buying a lemon
• Support an emotional purchasing decision with data, balancing the dream with reality
• Get an assessment of the business’ viability from an independent expert
• Gain an understanding of the potential returns of the business
• Know if the price is fair
• Awareness of future tax obligations
• Develop understanding of the business’ history and bottom line

Get in contact if you would like to learn more about this service.