ACCOUNTING & TAX

Our focus is on helping our clients develop and/or grow their businesses. We have a range of services to help you understand what makes a successful business and how to apply this to your business.

We'll spend some time with you to help figure out what your business goals are, and what success means to you, and come back to you with real numbers, key performance indicators, and help put together a plan that works for you. 

Introducing...

The Business Success Trifecta

The three most important tools for business success are:

  1. A business plan

  2. An annual forecast,

  3. Ongoing reporting and accountability.

We've put together 3 of our core business advisory services to create the Business Success Trifecta. The Trifecta helps our clients to understand the numbers, identify and evaluate problems, set and track goals and targets, and in doing so, make better business decisions.

The Services:

THE BUSINESS PLAN

An effective business planning process gets to the heart and soul of your business, We'll help you understand your vision and core values to create a clear and concise Business Plan.

THE CASHFLOW FORECAST

Cashflow planning is best practice in any business and critical to survival and growth. We'll prepare a cashflow forecast for your business for the next 12 months, and decipher the numbers with you.

BUSINESS COACHING

It's fine creating a Business Plan and Cashflow forecast, sticking to them can be a lot harder!

We'll meet with you at regular intervals to check in with the goals and targets identified in your Business Plan, and celebrate /  re-evaluate as necessary.

We'll also track your cashflow forecast and re-jig the the forecast as needed, for better clarity and decision making.

If you want better clarity in your business, with the tools and accountability to help you succeed, the Trifecta is for you. 

OR

Other Development & Growth Services:

Proactive Accounting Meeting

Financial Awareness Coaching

KPI Improvement Coaching

CONTACT US 

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P: +64 3 214 2122

E: office@crossgroup.co.nz

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