Our Business Coaching and financial planning services have been designed to make a difference to our clients. As we work with them to grow, free up their finances and their time to concentrate on meeting the goals that drove them to going into business in the first place.
This business coaching has qualified for the NZTE Capability Development Voucher Scheme.
Please enter your voucher details when making your booking.
We will verify your voucher with the Issuing Regional Partner before confirming your place on the course.
For more information on the NZTE Capability Development Voucher scheme please go onto www.regionalbusinesspartners.co.nz
Start Growing Your Business
With Ezebiz business coaching, financial planning and our Xero training, you will learn skills to help you streamline and grow your business
A great Business Planning and financial planning process gets to the heart and soul of your business. Upon completion of pre-work we’ll have a greater understanding of your vision and core values in order to facilitate a four hour planning session to help you create a clear one page Business Plan.
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.
Financial Awareness Coaching
We’ll help you to understand your business better, enabling you to better manage your cashflow. Good management decisions rely on a sound understanding of the financial implications for your business and financial planning.
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.
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 and Financial Planning 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.
Many businesses do not have absolute clarity around their team’s defined roles and responsibilities. This often results in owners wearing too many ‘hats’, meaning they have precious little time to spend in a strategic sense, or on high-level activities that create real value for the business.
An Organisational Review will help you to build a functional Organisation Chart, visually defining departments, functions, roles and responsibilities. We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.
Cash Flow Forecasting
Cashflow planning is best practice in any business and critical to survival and growth. Our Cashflow Management service is designed to help you improve your Cash Conversion Cycle and maximise your cashflow. It will allow you to predict large cash outflows and respond to changes in your business.
Managing cashflow is all about your business processes. After preparing a Cashflow Forecast we’ll conduct a thorough review of your processes and identify any potential causes of poor cashflow so that we can treat the underlying issues.
We’ll meet with you on a quarterly basis to monitor, analyse and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise a 90 Day Action Plan to ensure you implement improvement strategies for maximum results.
Complimentary Client Review
Complimentary Client Review’s (CCR) are offered to our clients and usually reviewed annually. The CCR is an opportunity for you to set and review your goals and gives 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.
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’ll begin the half-day Succession Planning session with a presentation providing an overview of important considerations, succession options and processes relevant to your business. We will then 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.
Please do not hesitate to contact Ezebiz if you have any questions about technical accounting or would like more information about our services.
Ezebiz Your First Choice Accountant In Whakatane
07 308 5576
PO Box 582, Whakatane, New Zealand
7 Domain Road, Whakatane, New Zealand
Monday – Friday 8:30am -4:30pm