We’re not just accountants
We believe talking to your accountant shouldn’t be comparable to a visit to the dentist. We're definitely not as painful!
We do all the stuff that accountants do, and we do it really well.
Our team are experienced and armed with the very best tools of the trade. All to ensure the compliance and reporting requirements are taken care of so you can focus on doing what you love.
We know you don’t wake up passionate about your GST return – but please don’t call us weird because we do.
We can prepare your financial statements, complete your tax returns and send you a bill. BUT, we’re here to make a real difference. Helping our clients to develop, improve and grow their business is our real passion.
Our business development offerings are practical services designed to help you create long term value. Congruence is a bit of a catch word but for us this is really important when it comes to business development. Whatever you see us offering, you can be sure that we are also actively applying this stuff to our own business too. We walk the talk!
Some of the business development services that we offer are:
The Complimentary Client Review
The clue is in the name, it’s free! A Complimentary Client Review (CCR) is an opportunity for us to meet to discuss the future rather than dwell on past results. We can assist you to set and review your goals and give you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you respond effectively. And of course, it’s an opportunity for our team to identify greater tax efficiencies and asset protection.
A great Business Planning process gets to the heart and soul of your business.
The outcome of this service is to identify and prioritise goals, both short term 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 all too common in business - procrastination.
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 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.on.
The robustness of family trusts is coming under considerable scrutiny as a result of the Law Commission review, resulting in a massive wakeup call for Trustees. Our Trust Review service examines your Trust set up, identifies any administration gaps, and ensures your Trust is compliant with legislation and that Trustees are meeting their obligations.
We’ve developed a number of resources and templates to help you to understand this complicated topic and to help you develop an effective Memorandum of Wishes. Most importantly, this service provides a framework to ensure your Trust is meeting its objectives.
Succession Planning helps you clarify what you want for the future (taking into account business, personal and family expectations) and define the steps required to turn that vision into a reality. At least 3 - 5 years is the ideal timeframe to make sustainable improvements; basically the more time you have for planning and implementation the better.
We will work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust Succession Plan.
We’ll then set 12 month goals and quarterly goals and actions to achieve these. As a result, you’ll have a roadmap to guide decision making and ensure your business is in the best position to achieve maximum return on your hard work and investment.
Owning and operating a business is hard work. Our Monthly Coaching programme provides you with accountability and support to ensure you make the best decisions for you and your business. We’ll work together to develop strategies to achieve your desired work outcomes and gain the lifestyle you want.
Whether your business needs guiding through a major change, or you simply wish to have regular contact with a trusted coach, we’d love to help!
That was a lot of words, so if you have got this far down the page – Well done!
If you would like to find out more, please contact us today on 03 208 5077 for your annual Complimentary Client Review…
Not currently a client? We’d also be happy to discuss your business at a complimentary meeting.