Business

Turn confusion into clarity with straightforward guidance and financial direction you can actually use.

Who we work with

We support people who rely on their business for their income, including:

If you want less stress, better systems, and more confidence in your decisions, we can help.

Every business is different, but these are the areas most owners need support with:

- Monthly/quarterly reporting you actually understand
- Performance tracking
- KPI development
- Easy-to-read dashboards
- Cashflow forecasting
- Seasonality and tax planning
- Scenario modelling
- Identifying risks before they become problems
- Cost optimisation
- Pricing and margin analysis
- Identifying inefficiencies
- Debt repayment strategies
- How you pay yourself (salary, drawings, dividends)
- Tax-efficient structures
- Personal wealth planning
- ACC and insurance advice
- Accounting process clean-up
- Bookkeeping and reporting workflow
- Integration with your accountant or bookkeeper
- Financial system setup

These are the tools — together we identify which ones your business needs most.

How we work together

Discovery scan (free)

A short, no-cost, collaborative review of your business after our intro call.
Together, we look at where you’re at, where the stress points are, and where the biggest opportunities lie.
We confirm whether we are a good fit and what the scope of any further work will be.
Business consulting service

In line with the agreed scope, which we can adjust as needed.
This service may include identifying opportunities for improvement and efficiency, implementing those changes, or providing ongoing support such as reporting, reviews, planning, or simply acting as a sounding board.
You are not locked in and can end this service at any time.

Pricing

We combine practical accounting insight, financial planning, and real-world business experience.

We explain things simply, without jargon.
We care about your goals — both business and personal.
We’re here to make your financial life easier, not more complicated.
Our focus is alignment, clarity, and genuinely helping people improve their lives.

Our goal is simple: To help you build a financially strong business that supports a better life — not just more work.