Business Planning

Success is about planning.  We want to help you achieve success.

‘A truly successful business should provide the income to support the lifestyle you want and the discretionary time to enjoy it’ – when you think of you and your business – what does this mean for you?

Often as business owners we know where we want to be, but don’t quite know HOW to get there.   We know we are working hard, but the efforts are not translating into the desired results.

Does any of this resonate?

“We are so busy and having to turn away work as we don’t have enough resource.”

“I can’t have a break as the business depends solely on me, if I’m not there, the team won’t know what to do.”

“My business partner wants to grow the business, but I’m not sure we can afford to do this, it’s going to cost too much to take on another team member.”

These are just a mere snippet of the types of issues we see business owners facing.

Business Planning is for every stage of business, whether you are starting out and need to know how to put in place best process; or you’re on the cusp of growth and want to make sure the wheels don’t fall off with that growth; or it maybe you are looking at succession and want to ensure that when you exit you maximise the value in your business.

Our Business Development offerings are practical and tangible services that help to create long term value.  Business Planning is a great starting point.

An effective business 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 and concise Business Plan.

This session will require you to take time out from day to day activities in the business to focus on the business.  Together we’ll review your past performance and clarify your future direction.

We’ll enable you to review actual performance against targets and establish a 90 day action plan to address immediate and critical issues.  You’ll set solid and realistic business goals and define strategies for achieving them.

At the end of the session your easy to understand one page Business Plan will act as a guide for you (and your team) to successfully implement your desired changes.  It will ensure your business is on course for success.

Our Business Planning service eliminates a factor that is all too common in business - PROCRASTINATION.

Key benefits of having a Business Planning session:

  • Review and set business direction
  • Align goals amongst the directors
  • Identify Gross Revenue Targets and Key Performance Indicators
  • Establish a robust accountability system
  • Identify critical challenges and opportunities in your business and the actions required to resolve or maximise them
  • Set timeframes for achieving goals
  • Identify what support and resources you will need to achieve your goals
  • Enables you to communicate your business goals and vision with your team
  • Provides a platform to develop Financial Forecasts
  • Use as a basis to set team members’ individual goals and targets

Any time is a good time to complete a Business Plan.  Business Planning is crucial if you’re considering a new business venture.

Contact us today to understand how our Business Planning service will help you.

Get In Touch With Us

Leave the accounting to us so you can do more of what you love.
We are anywhere and everywhere. We’re focused on helping your business through its next evolution. Give us a call or send us an email.

Street address:
Unit 9 / 1 Putaki Drive, Kumeu


09 390 0360