Business Advisory Services

Foundation

Getting the basics right from the start offers a solid foundation from which to grow, run and scale a business fit for the future. We’ll discuss everything you need to get your business up and running with efficient systems, the right technology and streamlined processes that support your business goals.

The Foundation package covers questions like:

• What legal trading entity is right for my business? (Sole trader, Company, LTC, Trust) 
• Navigating the IRD process – PAYE, GST, EMS, Income Tax & Provisional Tax
• How do I manage my risk, how do I make my family home safe while starting a business?
• What is the role of a Director & Shareholder
• How do I look for finance or funding?
• Can I apply for ATEED, NZTE or Callaghan funding?
• Setting up Xero – where do I start?
• When do I file my tax return, Annual Accounts or Sole trader reports?
• How do I get paid? Understanding wage, salary, shareholder salary, drawings.

Investment from $750.00*

Knowledge

You’ve got a good business and some big goals in mind, you just need some support to understand the steps to upskill, clarity on how to measure those results, confidence to make decisions and accountability to keep you focused. This 6-month package gives you monthly meetings where we will build knowledge, address challenges and give you the opportunity to tap into the expertise of your own experienced advisor, invested in your success.

The Knowledge package covers questions like:

• How to I understand and manage income tax, provisional tax, terminal tax, PAYE and GST
• Understanding your Profit and Loss – the difference between Business Profit and Company (taxable) profit, understanding your Profit and Loss Structure and putting that information to use
• Understanding your Balance Sheet
• Understanding Annual Accounts
• Understand IR4, IR3, IR7

Investment from $2000.00*

Advisory

Smart operators have the right team around them. Access the knowledge and expertise of an experienced advisor for formal business governance support. With measurable goals in place, I’ll keep you accountable and on track, working towards critical business milestones while acting as a trusted sounding board for the decisions that drive growth and manage risk in your business.

There are no silver bullets, good businesses grow from knowledge, scarcity, funding and effective management. The Advisory package helps you understand how each of these key business drivers affects your business.

• Build a monthly reporting regime to drive good process and build knowledge
• Develop a regular process to receive advisory board feedback
• Understand and measure the Key Performance Indicators (KPIs) of YOUR business
• Set key ratios, including Return on Investment (ROI) Current Ratio and Debt to Equity Ratio
• Build a business scorecard that will give you understanding and insights
• Measure it so you can manage it
• Grow your skills alongside your business – management, accounting, human resources, risk management, finance & funding, governance, sales & marketing 
• Become a successful business owner in a growth curve
• Build essential business skills, including understanding how the three business levers can increase your profit: Increase Price, Increase Volume, Decrease Cost
• Build a business forecast from scratch, understand the drivers, the cash flow and funding
• Master a 3-way forecast – Profit and Loss, Balance Sheet & Cash Flow
• Understand what your bank manager wants so you can plan ahead

Investment advice upon consultation*