Service Selections
Administration and Back Office
Management
Coaching and Mentoring
Risk, Succession and Retirement
Administration and Back Office
Managing your ACC
For some time now ACC has had more than one product. With careful planning it is often possible to save good money on your ACC levies by utilising this split, and tapping into potential discounts.
The ACC Review and Management service gives you confidence you are on the right levy rate, and are not paying more than you need to.
Company Formation
You haven't got time to do everything. We have a specialist in this, so let us make sure your company it set up correctly - with the appropriate shareholding, resolutions, and a proper constitution.
Accounting and Payroll Systems
We will advise you on the most appropriate accounting and payroll systems for your business and will help you find the right people to operate them. If you operate them yourselves, or need extra support we can assist with installation and training also. Packages we commonly help with are:
- Accounting – MYOB support, installation and training, BankLink/Bnotes support, installation and training, Quick Books support, installation and training and Xero support, installation and training.
- Payroll – Comacc support, installation and training, Ace Payroll support, installation and training and MYOB support, installation and training.
Trusts
A trust provides a valuable way of protecting the assets that you have accumulated for the benefit of others.
We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will also be invaluable.
We are able to:
- Prepare and execute the vital documentation involved in Trust formation
- Attend to the special requirements involved in reporting for Trusts
- Provide a minute keeping service
Forecasting performance for the year
You simply MUST know where you expect your money to come from and where it is going. Find out RIGHT NOW if things are not working and fix them while they are a small problem. Losing $10,000 in a month is one thing, but $120,000 over a year is a disaster!
A 12-month Cash Flow Projection and Profit Plan (Budget) – helping you gain, and keep, control. This forms the base that allows you to monitor future performance. Done annually, this is a powerful tool.
Keeping on Track and on Target
- You can't measure it, you can't manage it.
- What gets measured gets done.
- You need to know the score to win.
Our Business GPS service gives you a quarterly snap shot of exactly where your business is. The Profit Optimiser software presents the results in a graphical, easy to understand way and includes setting action plans to address any changes required and monitoring achievement of these. (Refer brochure.)
Coaching and Mentoring
Building A Better Business
The Better Business Program follows a simple, step-by-step format that will reveal to you our incredibly powerful "Secrets To Business Success" methodology. The Program will give you countless new ideas on how you can pinpoint these opportunities and take advantage of them to develop your business's potential to the full. And in a way that you'll have some fun in the process-so that business becomes a pleasure.
The concepts we deal with during the Program are the fundamental building blocks every business owner needs to know to create financial prosperity for their business (and for themselves). During the Program, you'll be amazed by the opportunities that are in your business right now just waiting to be unleashed. Opportunities that will make your business prosper so you can finally enjoy the freedom you've worked towards from day one. (Refer brochure.) (*) This service qualifies for the NZTE Capability Development Voucher Scheme.
Harnessing Market Potential.
Get away from your everyday management and let us reveal the true potential and opportunity in your own business. We can release all the good ideas your staff have been hiding, maybe unwittingly, and empower them to turn them into profits – for you!
A Triple M session - in as little as half a day with you and your team we can draw out untapped market knowledge, identify the business' target areas and develop an action plan – for the business and team members (who will take ownership).
(Refer brochure.) (*) This service qualifies for the NZTE Capability Development Voucher Scheme.
Finding out what Customers really want.
The reasons your customers buy from you and remain loyal are almost never what you think. This is one of the bravest and most revealing things you can EVER do in your business. We really ask them and really listen to what they say – it will open your eyes and take your business to a new level!
A Customer Advisory Board session - a facilitated interactive half-day forum with selected customers, based around customer experience. It includes completion of a questionnaire by them before the session, and obtaining their feedback, as well as a report to you afterwards.
Protecting Your Wealth, Building Your Business, Securing Your Future.
You get an experienced 'wing-man' (Chief Financial Officer, CFO) who helps keep an eye on the money side of the business, while you focus on doing the things that make you successful. Your CFO will also help make the important business decisions, and be available for bouncing your ideas off. Your management control plan is the key to controlling and directing your business. It's the glue that holds everything together.The five essential elements of the CFO service are controllership (of the numbers and other KPIs), risk management (including internal controls and financing), planning (developing a strategic operating plan), business financial health (making sure the cash is pumping in, not out), and succession / business sale planning.
It helps get the financial management and measurement that you need to maximise the potential of your business.
(Refer brochure.) This service qualifies for the NZTE Capability Development Voucher Scheme.Provide Incentives for Staff to Perform
Motivated staff members are fantastic to have! But how much should you pay in bonuses? Can you afford them? Will they work if they are too small? Getting this area right has a huge impact on your success.
Development of a tailored Remuneration Package (a Staff Value Program) that empowers staff and fits your budget. You set the preferred parameters, with bonus payments being determined by a combination of individual, team and company performance.
(Refer brochure.) (*) This service qualifies for the NZTE Capability Development Voucher Scheme.
Navigating Your Way to Success.
Even world-class athletes need a coach to stay on top. Your business is no different. You face competition, too. And they're all trying to get better continuously – to take the game away from you. We help you chart a course that catches the best winds.
Our Business Navigation service acts as a sounding board for you – the skipper. By meeting regularly with you we help you:
monitor progress,
- keep a watch on changing conditions, and
- stay ahead of the opposition.
(Refer brochure.)Getting Your Business Working, so you don't have to.
Customers love consistent, good service and products.Consistent performance by your team comes down to having documented systems, and good team members well trained in delivering on them, on time, every time – so your customers are kept happy.
Our Get Your Business Working service helps you systemise your business, training you in how to identify and document your systems.
We can then help you further by reviewing your documentation, before you commence training you staff.
(Refer brochure.) (*) This service qualifies for the NZTE Capability Development Voucher Scheme.
Declining Business Health & Fitness.
We all visit the doctor from time to time. More often as we get older. But what about your business? Has it had a health check lately? Is everything functioning perfectly? Or have some things slipped? How can you be sure? Let us perform a Health & Fitness Review, so you have certainty.
Our comprehensive Health & Fitness Review will help you evaluate your current business position:
- Is everything working right?
- Are all risks covered?
And determine what needs to be addressed, and what actions must be taken, to give you peace of mind.Determining What Your Business is Worth.
You don't want to be in the dark on this. It pays to have an idea what your business is worth, in case a potential buyer makes an offer. You can track the value increases resulting from your actions over time. And we are able to provide comparative data from other businesses in your industry – both performance-related and sales-related data.
We have access to unique Business Valuation software, which uses a patented business capitalisation rate calculator, proven and tested internationally. It is based on an in-depth analysis of your business, not numbers plucked from the air.
Managing Cash
Where's the cash? This is a common complaint in any business. It's hard to find, and hard to predict. We help you find it in your business, and show you how to forecast your cash flows. Our Crown Cash King programme helps you understand how to prepare a basic profit forecast, and a cash flow forecast, and the difference between the two. We also look at how to make cash the most important thing in your business.
This service qualifies for the NZTE Capability Development Voucher Scheme.
Buying or Selling a Business
There are so many things to consider when taking this step. What information do you need? What's the value? Does it seem right? We help you sort out the information, determine what's right and make an informed decision. The Due Diligence service is valuable to people looking to sell or buy. You know you have an experienced business professional looking out for your interests in this most important of transactions.Coping with Business Interruption / Disaster
It will never happen to your business, right? Don't let these be famous last words. We work with you to identify put in place the necessary backup plans to mitigate any likely disaster. So you can sleep at night. Our Prepared to Survive programme sets you up to not only survive business trauma, but be well enough prepared to capitalise on any opportunities that arise at the time.
This service qualifies for the NZTE Capability Development Voucher Scheme.
Business Start-Up Success Program
The primary purpose of the Business Success Program is to help you determine answers to four fundamental, yet critically important business questions
They are:
1) Do I really know understand what is involved in running this business and am I suitably prepared to do so?
2) Does the world really want what I'm proposing to offer? (Do I have a Business Value Proposition?)
3) Do I have enough money to start this business? Do I have a solid foundation from which to grow this business?
Restructuring Ownership - Better Asset Protection and Minimise Tax
You have worked hard for years to achieve everything you have to date BUT you could lose it all! Protect everything you have gained, from creditors and unforeseen circumstances, and minimise the amount the IRD can get their hands on. Don't let it all slip away!
Structure Review
Together we restructure ownership as needed to give you the best protection and maximise your business return and we have a complete system to make this painless, efficient and effective.Achieving your Vision before Retirement.
We understand that you have a vision – we truly get that. Do you understand that most business owners and managers NEVER see that dream become a reality? Never get the funds out of the business that they deserve, during the business life, or at the end? It can happen - You can achieve it.
Let us work out how together, and put a winning blueprint in place. We get you thinking deeply about what is really important for you and your business and then facilitate the development and documentation of your Vision, and the Business Life Plan needed to get there. Together we plan and record the action steps, covering each area of the business – Marketing, Operations, Finance, Human Resources, Technology and Innovation. Then we can take your business along that journey.
(Refer brochure.) (*) This service qualifies for the NZTE Capability Development Voucher Scheme.
Knowing How Much You need at Retirement.
You know when you want to retire, to finally step back and enjoy the benefits of all that hard work. But when can you do it? What does the business need to be worth to make it possible?
We help you identify the answers to the key questions, then calculate your answer.
The
Business Value Gap software is internationally tested and provides you with a unique snapshot of what you are worth now, what you need to be worth at retirement, and how big the gaps is – in dollars and in years (of remaining business operation).
Share transfers packages
Once you have established that you want to transfer shares, and what value you will do this at, then there's the paperwork. We can do this for you, and make sure all the relevant minutes are prepared too - so all statutory requirements are met.
Dividends
So you've got your ownership structure right, and there's profit left in the company for distribution? We will prepare the dividend documentation, including relevant minutes, to distribute this for you.
From $195 per month
Annual Accounts, Tax Returns, Newsletters
From $295 per month
All Accounting Essentials Services, Tax Planning, CashFlow Forecasts
From $450 per month
All Business Choice Services, KPI Monitoring, Monthly/Quarterly Meetings, Monthly/Quarterly Reporting
Priced per project
Business Life Planning, Staff Value Programs & Marketing Plans are just some of the programs we offer.
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