Why work with us?

Your financial health and wealth is our priority. Your success is how we measure ours.

We help people in business love what they do by partnering with them to create GREAT business plans that aspire to fulfil their dreams, yet are straightforward and make a powerful and positive difference to their BOTTOM LINE financials.

The journey of a thousand miles begins with the first step. Let’s start now!

Business is not all about the numbers – but they do tell a story…
The numbers and, in particular, the cash flow are the heart and soul of any business. We work with you to help you understand how cash flow works and how your actions affect the financial outcomes. Our job is to highlight the financial drivers of your business, ask the right questions and help you stay focused on the actions that produce positive financial results for you.

Our Service Packages and Fees


Business Plan (12 month and 90 day action plan) –
from $1970 plus GST*
Success is about planning; we want to help you achieve success! Would you like to increase the level of growth, profitability and cash flow in your business? Are you contemplating a major change in your existing business or entering a new venture? If you’ve answered yes to any of those questions, then a Business Plan is crucial! Over two sessions, we’ll help you identify realistic personal and business goals and prepare a clear plan of what you need to do to unlock your business potential. We’ll also show you how to measure your progress and establish a 90 day Action Plan to address immediate critical issues. This is one of the best decisions you will ever make for your business.

Business Plan (90 day action plan only) – from $740 plus GST*
Improve your financial performance! We’ll help you review your current business results, clarify areas where you can improve your business performance, and develop a realistic 90 day action plan with timelines to keep you on track. While this best used in conjunction with a 12 month Business Plan, it can also be an important first step to address immediate issues and get you back on track.

Cash Flow Forecasting (12 month) – from $490 plus GST*
Cash flow is the life force of your business! Poor cash flow is one of the main reasons businesses fail but we have a cash flow planning process that will really assist profitability and good decision making. We’ll help you understand how cash flow works and prepare a realistic cash flow forecast that will help your business thrive.

Financial Coaching – from $490 plus GST* per session
If you’re passionate about your business performance and want to achieve your goals then we recommend this service! Financial Coaching gives you dedicated time to make better business decisions using the best information, with support from your Coach (one of our senior team members). We’ll hold you accountable for your actions and ensure that you reach your targets. These sessions may also be used to work through major changes in your business circumstances or to help you implement a strategic or succession plan. There’s nothing like having a Coach to keep you on track!

*Goods and Services Tax (GST) is chargeable to New Zealand clients only.

We can also tailor any of our packages to suit your specific needs.

 To discuss any of these services further, book your FREE 30 min Discovery Session by clicking the “Contact” tab on the bottom right of your screen.

We make the numbers work for you.