Management advisory

Practical advice to help your business run better, grow smarter, and stay protected.

Running a business means making daily decisions about your structure, systems, profitability, and risk. Our Management Advisory services give you clear, practical advice on the operational and financial areas that matter most to your business.

As a sole practitioner Chartered Accountant, I work with you directly. You get personalised advice from someone who understands your business, not a different team member each time you call.

Business Set-up

Getting the foundations right from day one saves time, money, and stress later. Whether you're starting a new venture or restructuring an existing one, I can advise on:

•       Business strategy: clarifying your goals and building a realistic plan to achieve them.

•       Organisational structure: choosing the right structure for your business (such as sole trader, partnership, company, or trust), taking into account tax, liability, and future growth.

•       Computer systems: selecting and setting up accounting and business software that suits the way you work.

Profitability Analysis

Busy doesn't always mean profitable. I help you understand where your money is made and lost, and what you can do about it:

•       Process analysis: reviewing how your business operates to identify inefficiencies and unnecessary costs.

•       Profit maximisation: analysing pricing, margins, and costs to find practical ways to improve your bottom line.

Cash Flow Analysis

Profit on paper doesn't always mean cash in the bank. Understanding when money comes in and goes out helps you plan ahead, avoid shortfalls, and make decisions with confidence. I can help with:

•       Cash flow forecasting: preparing weekly, monthly, or annual forecasts so you can see what's coming and plan for quieter periods.

•       Historical cash flow review: analysing past cash movements to identify patterns, seasonal trends, and where cash is being tied up.

•       Working capital management: improving how you manage debtors, creditors, and stock so more cash stays in your business.

•       Tax payment planning: planning ahead for GST, provisional tax, and other obligations to Inland Revenue so payments don't catch you by surprise.

•       Funding and finance support: preparing forecasts and financial information to support bank lending or other finance applications, and assessing whether the funding suits your needs.

•       Budget versus actual reporting: comparing actual results with your budget and forecasts to spot issues early and adjust your plans.

Risk Management

Every business faces risk. The key is knowing where it sits and having the right controls in place:

•       Risk analysis: identifying the financial and operational risks your business faces.

•       Control systems: setting up practical internal controls to protect your assets, reduce errors, and give you confidence in your numbers.