Empowering you with knowledge

We’re not merely accountants, we want you to understand and grow your business, and to help with this we offer a range of business resources, education seminars, and coaching options.

Financial awareness coaching
We’ll help you to understand your business better, enabling you to better manage your cash flow. Good management decisions rely on a sound understanding of the financial implications for your business. This service involves meeting with us every two months to discuss your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.   
Download this pdf for more on the benefits of financial awareness coaching and it involves.

Benchmarking
Sometimes it’s not enough to measure your business’s performance against your own budgets and forecasts, it is helpful to see how you are going compared to your competitors. We can provide you with an in-depth report which compares your business against other businesses in your industry across New Zealand and your region. It includes a comprehensive list of 35 key financial ratios.  Essential if you are operating in a particularly competitive industry.

Quarterly business coaching
As a business owner you can at times feel alone and unsupported, spending little time working on your business and trapped in the day to day technical aspects. Our quarterly business coaching service provides you with increased accountability and support so that you achieve the results you want from your business. The outcomes include increased profitability and cash flow, customised reporting templates to measure actual performance against forecasts and access to an expert sounding board to ensure you continue working towards your goals.
Download this pdf with the outline and benefits of our quarterly business coaching.

Life organiser
The life organiser has been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death. It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.

You can simply purchase the life organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate. Upon completion of your life organiser we’ll store an electronic copy for you - to be reviewed annually when we meet to discuss your financials.  
Download this pdf outlining the benefits of our life organiser.