EVALUATION AND SELECTION ACCOUNTING SOFTWARE FOR OWNERS AND MANAGERS
Categories: Business Systems
Service available in: Auckland
Description
An idea of how accounting software works, record keeping and monthly procedures that will provide your business with appropriate basic financial information. We will help you to understand monthly processing procedures for receivables, payables, cash flow and the timing of each step in the process. more
An idea of how accounting software works, record keeping and monthly procedures that will provide your business with appropriate basic financial information. We will help you to understand monthly processing procedures for receivables, payables, cash flow and the timing of each step in the process.

3 hours

One to one workshop: 3 hours @ $250 per hour

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
ADVANCED ACCOUNTING SOFTWARE
Categories: Business Systems
Service available in: Auckland
Description
Turning your accounting system into a key information source for your business, understanding trends and creating KPIs. Obtaining more than just financial information from your system, understanding the relationship between key business drivers and profitability. 3 hours One to one workshop: more
Turning your accounting system into a key information source for your business, understanding trends and creating KPIs. Obtaining more than just financial information from your system, understanding the relationship between key business drivers and profitability.

3 hours

One to one workshop: 3 hours @ $250 per hour

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
GAINING COMPETITIVE ADVANTAGE THROUGH TECHNOLOGY
Categories: Business Systems
Service available in: Auckland
Description
How to integrate software into your business and obtain an advantage including ordering systems, databases and websites. Introduction to the opportunity technology offers to automate processes and produce efficiencies. 3 hours One to one workshop: 3 hours @ $250 per hour Follow-up activ more
How to integrate software into your business and obtain an advantage including ordering systems, databases and websites. Introduction to the opportunity technology offers to automate processes and produce efficiencies.

3 hours

One to one workshop: 3 hours @ $250 per hour

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
STATUTORY OBLIGATIONS
Categories: Governance
Service available in: Auckland
Description
This workshop covers the following topics: • Companies Act • Other regulatory documents [Acts, Regulations, Trust Deeds and Agreements] • Trustees Act 2 hours One to one workshop: 2 hours @ $250 per hour Follow-up activity will be provided at: 1. $225 per hour All servic more
This workshop covers the following topics:

• Companies Act
• Other regulatory documents [Acts, Regulations, Trust Deeds and Agreements]
• Trustees Act

2 hours

One to one workshop: 2 hours @ $250 per hour

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
RESPONSIBILITIES FOR BUSINESS OWNERS AND EMPLOYERS
Categories: Governance
Service available in: Auckland
Description
This two hour one to one workshop covers the following topics to help you understand your responsibilities: • Corporate strategy • Development of policy • Key appointments • Risk assessment, management and control • Legislative compliance • Monitoring performance • Reporting more
This two hour one to one workshop covers the following topics to help you understand your responsibilities:

• Corporate strategy
• Development of policy
• Key appointments
• Risk assessment, management and control
• Legislative compliance
• Monitoring performance
• Reporting

2 hours

One to one workshop: 2 hours @ $250 per hour

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
LEGAL STRUCTURE, BOARD PAPERS, BOARD CONDUCT & OTHER MATTERS
Categories: Governance
Service available in: Auckland
Description
This two hour workshop covers the following topics to help you implement good governance practices in your business: • Executive and Non Executive members • Board’s relationship with CEO • Role of the Chair • Confidentiality, trust and integrity • Composition of Board and Committees • more
This two hour workshop covers the following topics to help you implement good governance practices in your business:

• Executive and Non Executive members
• Board’s relationship with CEO
• Role of the Chair
• Confidentiality, trust and integrity
• Composition of Board and Committees
• Insurance

2 hours

One to one workshop: 2 hours @ $250 per hour

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
BUSINESS PLANNING - BACK TO BASICS
Categories: Business Planning
Service available in: Auckland
Description
An introduction to the theory of business planning for your business; incorporating goal setting (business and personal), the stages to achieve growth in your business, SWOT analysis including the analysis of your business’ competitive advantage, setting targets and Key Performance Indicators and th more
An introduction to the theory of business planning for your business; incorporating goal setting (business and personal), the stages to achieve growth in your business, SWOT analysis including the analysis of your business’ competitive advantage, setting targets and Key Performance Indicators and the development of action plans to achieve your business’ vision/goals. Attendees will be provided templates to then implement, outside of the workshop, what they have learnt.

2.5 hours

Private course (1 firm only): $1100 (maximum 5 people)

Follow-up activity will be provided at:
1. $250 per hour for participants in a private course, workshop or one-to-one delivery

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
STRATEGIC PLANNING
Categories: Business Planning
Service available in: Auckland
Description
You will be coached / facilitated through a workshop with the outcome of a tangible strategic plan for your business. You will learn how to set short and long term goals and the stages of your business' development will be identified. SWOT analysis, including the analysis of your business' competiti more
You will be coached / facilitated through a workshop with the outcome of a tangible strategic plan for your business. You will learn how to set short and long term goals and the stages of your business' development will be identified. SWOT analysis, including the analysis of your business' competitive advantage, will be conducted. Target and Key Performance Indicators will be set and action plans will be developed to achieve your business' vision/goals.

2 half day sessions of 3-4 hours each

One to one training @ $2,800 per person

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
STRATEGIC PLANNING - A 12 MONTH EXERCISE
Categories: Business Planning
Service available in: Auckland
Description
You will take part in a strategic planning workshop where you learn how to prepare a strategic plan for your business. We will then follow up six times over the next 12 months to ensure you are held accountable for the tasks/actions you have committed to. Financials and KPIs are also reviewed in the more
You will take part in a strategic planning workshop where you learn how to prepare a strategic plan for your business. We will then follow up six times over the next 12 months to ensure you are held accountable for the tasks/actions you have committed to. Financials and KPIs are also reviewed in these meetings to ensure the business is performing as planned to achieve it's strategic goals and business growth. The content and templates provided will enable you to conduct business planning annually to enable business growth.

Workshop: 2 half day sessions of 3-4 hours each
Follow up: 3 x monthly meetings after initial workshop, and 3 quarterly meetings thereafter (6 meetings over a 12 month period). All meetings 90 minutes duration.

$6,900 per person for a 12 month program

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
FINANCIAL MODELLING
Categories: Business Planning, Finance
Service available in: Auckland
Description
The outcome of this course is a fully integrated cashflow, income statement and balance sheet for your business that you understand and can use to support decision making and funding requirements. You will learn how to prepare a financial forecast, as we work with you on creating a financial model ( more
The outcome of this course is a fully integrated cashflow, income statement and balance sheet for your business that you understand and can use to support decision making and funding requirements. You will learn how to prepare a financial forecast, as we work with you on creating a financial model (we’ll do the modelling but we will guide you so that you’ll be providing all of the assumptions). Through this process you will gain an understanding of the key drivers in your business, and the effect that your business decisions can have on cash flow, profitability and your balance sheet.

We will show you how to use the model so that you can make changes to it, and use it on an on-going basis to track what’s happening in your business and see how your future plans affect your results.

3 hours + depending on requirements

Private course (1 firm only): 3 hours @ $250 per hour

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
BUSINESS BASICS OF FINANCIAL MANAGEMENT
Categories: Finance
Service available in: Auckland
Description
The course will enable you to understand a set of financial statements and to analyse the key information they contain. Key ratios will be explained that enable decision making. The working capital cycle will be explained and focus will be given to credit and debt management. 2.5 hours Priva more
The course will enable you to understand a set of financial statements and to analyse the key information they contain. Key ratios will be explained that enable decision making. The working capital cycle will be explained and focus will be given to credit and debt management.

2.5 hours

Private course (1 firm only): $1,100 (maximum 5 people)

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
YOUR COSTS AND PRODUCT PRICING
Categories: Finance
Service available in: Auckland
Description
You will learn about the difference between fixed and variable costs and use this understanding to calculate your business’ break-even point. We will also teach you how to calculate a product or services cost. Is price an issue? Considerations in setting prices. 3 hours Private course (1 fir more
You will learn about the difference between fixed and variable costs and use this understanding to calculate your business’ break-even point. We will also teach you how to calculate a product or services cost. Is price an issue? Considerations in setting prices.

3 hours

Private course (1 firm only): $1,200 (maximum 5 people)

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
BUDGETING AND CASH FLOW PLANNING
Categories: Finance
Service available in: Auckland
Description
You will be coached/facilitated through the process of preparing a 12 month cash flow budget that will enable you to better understand the effect of your decisions on variables that impact on your business’ profitability/cash flow. One to one workshop: 3-6 hours, depending on complexity/intricac more
You will be coached/facilitated through the process of preparing a 12 month cash flow budget that will enable you to better understand the effect of your decisions on variables that impact on your business’ profitability/cash flow.

One to one workshop: 3-6 hours, depending on complexity/intricacies of the business @ $250 per hour

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
BUDGETING AND CASH FLOW PLANNING - A 12 MONTH EXERCISE
Categories: Finance
Service available in: Auckland
Description
You will be coached/facilitated through the process of preparing a 12 month cash flow budget that will be unique to your business. We will then follow up six times over the next 12 months to compare actual results with the budget and conduct a variance analysis. The budget will be updated to incorpo more
You will be coached/facilitated through the process of preparing a 12 month cash flow budget that will be unique to your business. We will then follow up six times over the next 12 months to compare actual results with the budget and conduct a variance analysis. The budget will be updated to incorporate these findings to ensure its accuracy going forward.

One to one workshop: 3-6 hours, depending on complexity/intricacies of the business

Follow up: 3 x meetings, monthly after initial workshop, and 3 quarterly meetings thereafter

All meetings 90 minutes duration

Initial workshop: $250 per hour
Follow-up: $2,250 for the 12 months

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
TAXATION - WHAT YOU NEED TO KNOW
Categories: Finance
Service available in: Auckland
Description
An overview will be provided on provisional and terminal tax, GST, tax rates, PAYE and FBT and use of money interest. You will be taken through a question and answer session to reinforce the learning. We will also answer any questions that may be unique to your business. 2 hours Private cour more
An overview will be provided on provisional and terminal tax, GST, tax rates, PAYE and FBT and use of money interest. You will be taken through a question and answer session to reinforce the learning. We will also answer any questions that may be unique to your business.

2 hours

Private course (1 firm only): $900 (maximum 5 people)

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
SUCCESSION PLANNING - WHAT DOES IT MEAN?
Categories: Managing Resources
Service available in: Auckland
Description
An introduction to the principles of succession planning to enable business owners to plan for the transfer of ownership of their business, to maximise value and at the same time satisfy personal, family and business goals. 2 hours Private course (1 firm only) - $900.00 (maximum 5 people) more
An introduction to the principles of succession planning to enable business owners to plan for the transfer of ownership of their business, to maximise value and at the same time satisfy personal, family and business goals.

2 hours

Private course (1 firm only) - $900.00 (maximum 5 people)

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
PLANNING FOR CHANGE OF MANAGEMENT
Categories: Managing Resources
Service available in: Auckland
Description
You will be coached through two succession planning workshops where you will learn about the 7 steps of developing a succession plan for your business by considering: • Your personal goals and desired outcomes • Family issues and implications • Your wealth – current and future • Your busine more
You will be coached through two succession planning workshops where you will learn about the 7 steps of developing a succession plan for your business by considering:

• Your personal goals and desired outcomes
• Family issues and implications
• Your wealth – current and future
• Your business – continuity and value
• Legacy – the footprint you leave behind
• Advisers – what expertise you will need to help with the plan
• Your individual plan – actions to achieve the agreed desired outcomes.

At the end of the course you will have created a fully documented succession plan for your business which you then need to implement.

Two half days comprising of 3-4 hours each

Private course (1 firm only) - $2,800 per person

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
LARGE SCALE SOURCES OF FUNDS
Categories: Capital Raising
Service available in: Auckland
Description
You will learn about obtaining non-institutional (non-bank) funds and how to prepare an Information Memorandum. You will be provided with an introduction to the Securities Act and Government funding agencies. You will learn how to identify sources of private investment and different funding vehicles more
You will learn about obtaining non-institutional (non-bank) funds and how to prepare an Information Memorandum. You will be provided with an introduction to the Securities Act and Government funding agencies. You will learn how to identify sources of private investment and different funding vehicles, together with the benefits and disadvantages of using brokers.

3 hours

Private course (1 firm only) - $1,200.00 (maximum 5 people)

Follow-up activity will be provided at:
1. $225 per hour

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
PROJECT MANAGEMENT
Categories: Business Systems, Managing Resources
Service available in: Auckland
Description
This course is a comprehensive introduction to the essential techniques for planning, managing, controlling and developing strategy to enhance project management capability using modern project planning tools. At the end of the course you will be able to: • Project preliminaries • Plan the more
This course is a comprehensive introduction to the essential techniques for planning, managing, controlling and developing strategy to enhance project management capability using modern project planning tools.

At the end of the course you will be able to:

• Project preliminaries
• Plan the work
• Review the schedule
• Assign people and costs
• Manage external influences
• Optimise the people against the plan
• Progress the plan
• Re-plan the future

Private course (1 firm only) - $5,600-5,800 (maximum 8 people)

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
FINANCIAL COACHING - A 6 MONTH EXERCISE (WITH MONTHLY SUPPORT)
Categories: Business Planning, Finance
Service available in: Auckland
Description
Keeping up to date with your business performance on an ongoing basis is crucial to ensuring planned results are achieved, the business remains viable and areas of weakness are addressed on a timely basis. We will teach you how to prepare a budget for your business and you will also learn how to more
Keeping up to date with your business performance on an ongoing basis is crucial to ensuring planned results are achieved, the business remains viable and areas of weakness are addressed on a timely basis.

We will teach you how to prepare a budget for your business and you will also learn how to set relevant key performance indicators (KPI’s) and how to measure these on an ongoing basis. Once the targets have been put in place we will schedule follow-up meetings with you to ensure you are held accountable for the tasks/actions you have committed to and agreed KPI’s (key performance indicators) are being achieved. We will coach you on actions you need to take and processes you need to implement to improve business performance and then review the results at the following meeting. The templates provided will enable you to prepare your own annual budgets and set relevant KPI’s to measure performance.

$5,125 per organisation for the 6 month programme

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
FINANCIAL COACHING - A 6 MONTH EXERCISE (WITH BI-MONTHLY SUPPORT)
Categories: Business Planning, Finance
Service available in: Auckland
Description
Keeping up to date with your business performance on an ongoing basis is crucial to ensuring planned results are achieved, the business remains viable and areas of weakness are addressed on a timely basis. We will teach you how to prepare a budget for your business and then schedule bi-monthly co more
Keeping up to date with your business performance on an ongoing basis is crucial to ensuring planned results are achieved, the business remains viable and areas of weakness are addressed on a timely basis.

We will teach you how to prepare a budget for your business and then schedule bi-monthly coaching meetings with you to teach you how to interpret the results and assist you in understanding KPI (key performance indicator) information. These meetings will have a fixed agenda where results are discussed and action items agreed upon for you to implement before the next follow-up meeting. The templates provided will enable you to prepare your own annual budgets and set relevant KPI’s to measure performance.

$4,200 per organisation for the 6 month programme

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com
COSTING & PRICING TRAINING - WORKSHOP & FOLLOW-UP COACHING
Categories: Finance
Service available in: Auckland
Description
Effective pricing of your business products or services is essential to maximising profits and ensuring the business can continue to operate. Many business owners struggle understanding the level they should price products or services at in order to cover fixed costs and also how to go about evaluat more
Effective pricing of your business products or services is essential to maximising profits and ensuring the business can continue to operate. Many business owners struggle understanding the level they should price products or services at in order to cover fixed costs and also how to go about evaluating whether a new product or service should be launched.

Our half day workshop will teach you how to carry out breakeven analysis and how to calculate what you should charge for your products and services. It will take you through case study examples and help you identify the fixed versus variable costs in your business. On completion of the workshop we will book two follow-up coaching sessions where you will have the opportunity to apply what is covered in the course to your own business. The first session will look at various pricing models you could apply and the second session will cover applying breakeven analysis to your business as a whole and also learn how to use this technique to set sales targets for separate areas of the business.

$1,350 per person

All service costs have been stated excluding goods and services tax. less
Contact: Mark Kingsford
Email: mark.kingsford@staplesrodway.com
Phone: 093731125
Website: http://www.staplesrodway.com