Strategic Advisory for NZ SMEs
Management reporting and cashflow forecasting built for New Zealand businesses so you can see risks early, plan ahead for tax dates, and scale with confidence. Less guesswork. More clarity. Stronger cashflow control.
Board-ready reports • 90-day cashflow forecasts • Tax-ready planning • Xero/MYOB workflows
Advisory Support
Tailored Advisory Support for the New Zealand Context
We turn your live numbers into clear insights so you know what’s happening, what’s coming, and what to do next.
Board-Ready Management Reporting
Not just a Profit & Loss structured reporting packs that highlight performance, trends, and decision points.
Monthly Performance Review
A monthly review of revenue, margins, and cost movements so issues are spotted early, not after the year ends.
Segment & Location Reporting
Track performance by branch, location, project, or department so you know exactly what’s driving profit.
90-Day Cashflow Forecasting
Forward-looking cashflow visibility so you can plan spending, timing, and growth without cash surprises.
Tax & Compliance Cashflow Planning
Forecast upcoming tax-related outflows and build a plan to stay ready without last-minute scrambling.
Growth Modelling & Scenario Planning
“What if” forecasting for hiring, pricing changes, new locations, equipment purchases, and expansion decisions.
Benefits
Benefits of Outsourcing Advisory Support
Most NZ businesses don’t need more reports they need better decisions. Advisory support gives you structure, visibility, and accountability.
Decisions backed by hard data
Replace gut feel with numbers that are current, clean, and easy to interpret.
Spot cash gaps before they hit
See pressure points months earlier so you can act while options are still open.
Built for NZ’s tax rhythm
Plan for GST and income tax timing with forecasting that protects working capital.
Stronger control of overheads
Track fixed vs variable costs and understand what your break-even really looks like.
Confidence to scale
Know when you can afford to hire, invest, or expand before you commit cash.
Monthly accountability
Clear action items after every review so insights turn into execution.
Before vs After
Without Monthly Advisory & With Advisory Partnership
| Without Monthly Advisory | With Advisory Partnership |
|---|---|
|
Decisions are made on instinct. |
Decisions are backed by real data. |
|
You only notice a problem when cash gets tight. |
You see cashflow gaps in advance. |
|
The business feels like it’s running you. |
You stay in control of the business. |
The "Growth Path"
Monthly Advisory Meeting
Duration: 45 minutes
Frequency: Monthly
Outcome: Clear priorities + updated forecast + next-90-day plan
Pulse Check (5 min)
A quick look at last month's revenue vs expenses and the one metric that matters most for your business.
Financial Deep Dive (15 min)
Review P&L movements, balance sheet health, and receivables — spotting what changed and why.
Cashflow & Tax Readiness (10 min)
Review the 90-day forecast and confirm you're prepared for upcoming outflows (including tax timing).
"What-If" Scenarios (10 min)
Model decisions before you spend: hiring, equipment, pricing shifts, or expansion.
Action Items (5 min)
You leave with 3 clear actions and accountability — plus a summary sent within 24 hours.
Sample Advisory Insight: "The January Catch"
In New Zealand, the post-holiday return can collide with major payment timing. We build forecasting buffers and practical sinking-fund planning so seasonal spending doesn’t turn into a cash crunch.