Adding meaning to the numbers

“In business, the competition will bite you if you keep running; if you stand still, they will swallow you." – William Knudsen

Service Plans

Get absolute certainty over your accounting costs by signing up for an agreed service plan for a fixed monthly fee.  We’ve put together some agreed service plans for you to choose from, depending on the life cycle and needs of your business.  Want more?  No problem, we can adjust the plans to fit your needs.

Essentials
From $197+GSTPer Month
  • Sorting all the essential accounting & tax requirements. Suitable for contractors, micro businesses and start-ups
  • Xero subscription
  • Annual accounts
  • Income tax returns
  • Tax management & liaison with IRD
  • One annual business growth /tax planning meeting
  • Quarterly business newsletter
  • Unlimited queries
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Growth
From $397+GSTPer Month
  • Not only covering the essentials, but also getting to understand your business and how it could grow
  • Xero subscription
  • Annual accounts
  • Income tax returns
  • Tax management & liaison with IRD
  • Annual tax planning meeting + quarterly review
  • Quarterly business newsletter
  • Unlimited queries
  • Quarterly Board of Accountability meetings
  • Quarterly spotlight management reports
  • Annual budget and cashflow forecast
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Strategy
From $797+GSTPer Month
  • For businesses that are serious about growth and making it happen asap
  • Xero subscription
  • Annual accounts
  • Income tax returns
  • Tax management & liaison with IRD
  • Annual tax planning meeting + quarterly review
  • Quarterly business newsletter
  • Unlimited queries
  • Quarterly Board of Accountability meetings
  • Quarterly spotlight management reports
  • Annual budget and cashflow forecast
  • Free entry to Launching Pad and other events

 

And more…

Because we believe in transparency and up-front pricing, you’ll always know in advance what things will cost.  Check out our testimonials and case studies and see how some of these services have benefited our clients.

Spotlight Reports

All the numbers in one place, in a report that anyone can understand

If the thought of looking at lots of numbers makes you want to throw yourself out of the nearest tall building, then you’ll be amazed by Spotlight reports and how you can understand what’s going on in your business. You’ll be able to spot trends, anticipate problem areas and take action.

Not only that, Spotlight reports pull data from a number of sources and package them neatly in a single report – including your own non-financial metrics and key indicators. This is the go-to monthly report to end all monthly reports! Give away the paper mountains and focus on the things that will make a real difference.

Business Structure

Are you structured correctly?

Our early conversations with customers always include consideration of the most appropriate business structure to meet their goals and needs.

This also includes a gaining a detailed understanding of longer-term personal goals and plans so that personal assets can remain safe and secure. With many NZ businesses also expanding across the ditch (or even further afield) making sure that profits can be repatriated without incurring huge tax costs is absolutely critical. We can work with you to create the right structure for you, using our own team members in conjunction with our network with specialists with knowledge in this area

Budgets & Cashflows

Cash is king!

Every business that means business should be preparing annual budgets, incorporating cashflow reports.  It’s like adding a GPS system to your car when you’re going into unknown territory – not only have you done some planning before hand but you’ve now got the means to check progress and make sure you keep to the plan.

We think this is such an under-utilised but essential business tool that we include it as matter of course in our growth and strategy business packages.  We’ve found that many business owners gain a huge amount of value from budget preparation alone, as we force them to think about relationships within the business and where they spend their money.  Plus you’ll get an electronic copy of the budget template so you can test different scenarios and see the result instantaneously.

90-Day Strategic Reviews

You know your business could do better, but where to start?

As business owners ourselves, we know how hard it can be to find the time to focus on strategic matters that will take the business forward.  We know that the only way to do it is to commit to a timetable and to not allow anything to stop it from happening as was agreed.  Being accountable to people from outside the organisation definitely makes things happen as they are meant to.

That’s what the 90-Day Strategic Review is about.  Starting with developing your one-page strategic plan, you’ll then find setting and reviewing your 90-day goals and action plans a breeze.  We’ll be beside you every step of the way, providing support and advice, and holding you to account to do what you said you would. It’s not lack of time holding you and your business back from achieving its potential, it’s a lack of priority.  Enough with the excuses!

Business Valuation

A health check, a planning tool and a hard-to-refute assessment all rolled into one!

What would you do if you discovered that a business valuation could result in strategies and tactics to improve your business value, or make sure that you have the right amount of insurance cover, or could even give you comfort that you’ll live comfortably in your retirement?

Most business valuation methodologies are like using a blunt stick to undertake delicate surgery. Not ours. It starts where others finish. You don’t just get a number you get a much better understanding of the 10 factors that influence the attractiveness of your business and how you rate. And we can make some simple assumptions and see whether the business will be able to fund your personal retirement aspirations.

Systems Selection and Implementation

In an age of digital disruption, great technology will make a difference

Gone are the days when you could manage your business simply by looking at your bank balance. These days to stay ahead you need to out-think and out-smart your competition. That means you need information at your finger-tips and the ability to measure the results of your business activity.

Cloud-based systems, with Xero as your financial heart, mean that even the smallest of businesses has the ability to build an integrated business-management system with minimal up-front and ongoing costs.

Board of Accountability

Working together in pursuit of productivity, profitability and progress

We’re already on the Boards of Accountability for some of our clients and we’ve noticed that they are the ones that are generally achieving their plans. It’s not a formal governance board, but a few of the most trusted advisers to the directors selected to complement the skills of the directors.

Meeting at regular intervals, we’ll cover a financial review, the current issues facing the company, resolution of past issues, and look ahead to what needs to be done in the near future. It’s an opportunity to share ideas, gather insights, and agree next steps.

We know that it can be a lonely life running a small business, and that at times problems can seem insurmountable. That’s where getting an external view from someone you know and trust and who also knows you, your aspirations and your business can make a difference.

Trust Management

Keeping your family and future safe

At the end of the day, your business exists to deliver you and your family the lifestyle you desire – whatever form that takes. You know that you’re taking risks by being in business, but the last thing you want to do is risk your family’s lifestyle. That’s where managing your personal assets, usually in a trust, makes sense.

To keep personal lifestyle assets safe from attack, it is crucial that you and your co-trustees manage those assets properly. The imminent revision of the Trustees Act is only going to make trust asset management even more important.

We’ve got a whole pile of trust management precedents that we can use to ensure that you properly document trust transactions and that you operate within the trust deed. We’ll review your personal financial situation on an annual basis and make sure that your future is kept safe.

Risk & Value Driver Assessment

Discover how to increase your businesses value

We’ll go over the 10 areas that you need to cover off in order to have a business that runs successfully when you’re not there and evaluate your current strengths and weaknesses in those areas. From this we can make recommendations about the 3 areas that will have the most impact on your business. Then it’s a simple case of working out what strategies and tactics you can implement.

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Testimonials