Annual Strategic Planning Meeting

Links your personal goals to your business goals

Has a long term focus

Makes you stop and review the whole business

The process helps you to consider all aspects of your business

Process enables clear communication of business, development, direction and focus

The resulting plan has an action orientation

Annual Financial Plan & Cash Flow Forecast

Converts the Strategic Plan into a financial plan

Focuses profit and cashflow improvement

Confirms that the numbers stack up

Provides a benchmark from which to measure actual results

Annual Benchmarking Analysis

Your business will be compared to others in your industry

Identify your strengths, weaknesses, opportunities and threats

Provides for a competitor analysis

Business Performance Health Check

Makes sense of your financial reports and highlights areas of the business that are performing well and those that are not performing as well

We can use this information to model changes that will affect the bottom line

Establish & Review of KPI's, Provided in Connection with Regular Financial Reporting

Current data on what is happening financially in your business

Compare this against your financial plan

View current trends as they occur

Take any necessary corrective action sooner rather than later

GST Requirements Taken Care Of

GST returns are prepared by professionals with a system that fully complies with Inland Revenue requirements

Tax Forecasting & Tax Minimisation

No one likes paying taxes. We will do everything within the guidelines to legally minimise your tax

Forecasting tax enables you to plan and save for it, while minimising interest and penalties on underpaid tax

Timely preparation of end of year financial accounts and tax returns

Helps with forward planning because you know your annual compliance requirements and tax returns will be done by a defined date