Our Warkworth-based team supports our business community with chartered accounting, business coaching, tax management and more.

Business Development & Coaching

Not just Chartered Accountants, our advisory team also offer coaching programmes to get you on track with your business and financial management!

Including…

1. Financial Awareness Coaching

2. KPI Improvement Coaching

3. Cashflow Management Coaching

COACHING BRINGS PERSPECTIVE & CLARITY

We’ll give you the accountability and support you need to ensure you make the best decisions for you, and your business. Together we’ll develop strategies to improve performance and overcome any challenges. Coaching isn’t just about increased accountability, profitability and cashflow, it’s also about achieving your desired outcomes to gain the lifestyle you want. 

Whether your business needs guiding through a major change, or to have regular contact with a trusted coach, we’d love to help.

THE BENEFITS OF COACHING

• Be accountable to achieve your desired results
• Identify and resolve any burning issues before they become major problems
• Increase efficiency, profitability and cashflow
• Improve leadership and management  

Business Advisory Services

Our business advisory services typically include a mix of the following, depending on the type of business you have, and what stage it’s at…

COMPLIMENTARY CLIENT REVIEW

The review is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies issues, opportunities and challenges so that you respond effectively.

QUARTERLY BUSINESS REVIEW

Staying on track to your business plan requires discipline and commitment. If you are really keen to achieve your goals, it helps to be held accountable. We’ll schedule a regular three monthly reporting timetable, where you meet with one of our senior team members.  

THE ORGANISATIONAL REVIEW

An Organisational Review will help you to build a functional Organisation Chart, visually defining departments, functions, roles and responsibilities. We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.

TRUST REVIEW

We’ve developed a number of resources and templates to help you to understand this complicated topic and to help you develop an effective Memorandum of Wishes. Most importantly, this service provides a framework to ensure your Trust is meeting its objectives.

If you’ve set up a Trust to protect assets from relationship property, family claims or the Government, preserve the value of your assets for future generations, or you wish to facilitate the transfer of assets to beneficiaries on your death, we can ensure your existing Trust reflects your current intentions.