WHK Advance 2.0
Categories: Business Planning
Service available in: Auckland, Waikato
Description
WHK Advance 2.0 provides one on one training to a business with the goal to improve the business management capability of the business owner. The programme is designed to allow a business owner to improve themselves in all aspects of running a business with a strong focus on sound financial manageme more
WHK Advance 2.0 provides one on one training to a business with the goal to improve the business management capability of the business owner. The programme is designed to allow a business owner to improve themselves in all aspects of running a business with a strong focus on sound financial management. 12 months – Monthly Training Sessions $6180 plus GST payable by a first month payment of $2000 followed by 11 instalments of $380 plus GST
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
WHK Exporter Advance
Categories: Export
Service available in: Auckland, Waikato
Description
WHK Advance 2.0 provides one on one training to a business with the goal to improve the export business management capability of the business owner. The programme is designed to allow a business owner to develop a deep understanding of running an export business with a strong focus on sound financia more
WHK Advance 2.0 provides one on one training to a business with the goal to improve the export business management capability of the business owner. The programme is designed to allow a business owner to develop a deep understanding of running an export business with a strong focus on sound financial management. 12 months – Monthly Training Sessions $9420 plus GST payable by 3 monthly instalments of $2000 followed by 9 instalments of $380 plus GST
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Better Business Structuring
Categories: Business Planning
Service available in: Auckland, Waikato
Description
"Create a smarter business structure with valuable insights into protecting your personal assets, operating your business more cleverly, optimising tax advantages and starting to think about your future exit plan. 3 hrs Workshop - $350.00 plus GST
Coaching - $250.00/hr plus GST
"
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
"Proven pricing techniques
Categories: Finance
Service available in: Auckland, Waikato
Description
"To improve your profitability you need to understand your cost structure. This workshop will equip business owner with the skills to caculate pricing and service levels, charge-out rates and overheads, to ensure you're making enough money 3 hrs Workshop - $350.00 plus GST Coaching - $250.00/hr pl more
"To improve your profitability you need to understand your cost structure. This workshop will equip business owner with the skills to caculate pricing and service levels, charge-out rates and overheads, to ensure you're making enough money 3 hrs Workshop - $350.00 plus GST
Coaching - $250.00/hr plus GST
"
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
"Understand your finances better
Categories: Finance
Service available in: Auckland, Waikato
Description
"To keep your business sound, you need to be financially savvy. Improve your ability to interpret financial information and use it to best manage your bsuiness performance 3 hrs Workshop - $350.00 plus GST
Coaching - $250.00/hr plus GST
"
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Highly Effective Teamwork
Categories: Business Systems
Service available in: Auckland, Waikato
Description
"Many businesses exist with inefficiencies and problems that hamper profitable growth. This workshop helps senior management to problem solve, communicate more effectively and implement management tools that will prepare the business for profitable growth Workshop - 8 hours Follow up coaching – 2 h more
"Many businesses exist with inefficiencies and problems that hamper profitable growth. This workshop helps senior management to problem solve, communicate more effectively and implement management tools that will prepare the business for profitable growth Workshop - 8 hours
Follow up coaching – 2 hours
Workshop - $2000 plus GST per management team
Follow up coaching - $500 plus GST per management team
"
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Better Business Systems
Categories: Business Systems
Service available in: Auckland, Waikato
Description
WHK provides one on one training to a business with the goal to improve their business systems. The programme is designed to allow a business owner to get the most from their accounting and management systems and focus on sound financial management. 2hrs $500 plus GST
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Better Business Systems
Categories: Business Systems
Service available in: Auckland, Waikato
Description
"WHK provides workshop training to a business with the goal to improve their business systems. The programme is designed to allow a business owner to get the most from their accounting and management systems and focus on sound financial management. 2hrs Workshop - $250.00 plus GST Coaching - $2 more
"WHK provides workshop training to a business with the goal to improve their business systems. The programme is designed to allow a business owner to get the most from their accounting and management systems and focus on sound financial management. 2hrs Workshop - $250.00 plus GST
Coaching - $250.00/hr plus GST
"
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Successful Selling
Categories: Marketing
Service available in: Auckland, Waikato
Description
"Businesses often have an excellent product or service but need to understand how to sell it better. This programme enables the business owner to develop a sales plan, an effective sales process and the skills required to win new business both in New Zealand and in export markets. The follow up coa more
"Businesses often have an excellent product or service but need to understand how to sell it better. This programme enables the business owner to develop a sales plan, an effective sales process and the skills required to win new business both in New Zealand and in export markets.
The follow up coaching will review your new sales presentation and provide critical feedback to improve your performance
8hrs- training
2hrs-coaching
One to One Training - $2,000 plus GST
Coaching - $500 plus GST
"
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Improving Marketing Effectiveness
Categories: Marketing
Service available in: Auckland, Waikato, Wellington, Canterbury, Otago, Southland, Bay of Plenty, Hawke's Bay, Marlborough Nelson Tasman
Description
"If you’re not getting the returns you expected from your marketing activity and want to learn how to put together an integrated marketing plan that will deliver improved results for your business, then this is for you. We start by teaching you how to review your existing marketing activity and qua more
"If you’re not getting the returns you expected from your marketing activity and want to learn how to put together an integrated marketing plan that will deliver improved results for your business, then this is for you.
We start by teaching you how to review your existing marketing activity and quantify your current return on investment.
Then we’ll give you the knowledge you need to segment your current customers and provide you with a simple tool that enables you to gain invaluable information from each customer segment.
Once you’ve acquired this knowledge we’ll work with you to help you develop a winning marketing strategy to decide your ideal target markets, your competitive advantage and a plan of attack.
With your marketing strategy in place, we’ll teach you how to choose and integrate traditional and online marketing activities to maximise your marketing return on investment. At this stage you’ll learn how to use low cost and no cost marketing tactics, so no matter how small your budget, you’ll be able to market effectively.
With your tactics in place, you’ll learn how to improve the response for each, how to test and improve your marketing and how to measure effectiveness.
Finally you’ll work with an implementation coach to help ensure that everything you’ve learned is translated into better marketing practice for you. We’ll help you turn your marketing plans into actions and give you the marketing disciplines to keep you on track.

8 X 2 hour sessions $4000 plus GST"
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Better Marketing Programme
Categories: Marketing
Service available in: Auckland, Waikato, Wellington, Otago, Southland, Bay of Plenty, Hawke's Bay, Marlborough Nelson Tasman
Description
Initial session to enable important market research to be collected prior to developing the strategy (1 hour session) Better Marketing Part 1: Build Your Strategy (Half day 3.5 hours) Learn the nuts and bolts of marketing: how to design a marketing strategy, attract the customers you want, beat yo more
Initial session to enable important market research to be collected prior to developing the strategy (1 hour session)
Better Marketing Part 1: Build Your Strategy (Half day 3.5 hours)
Learn the nuts and bolts of marketing: how to design a marketing strategy, attract the customers you want, beat your competition, recognise opportunities and ensure your marketing succeeds.
• attract more of the customers you want
• beat your competition
• capitalize on opportunities
• make your marketing succeed
Better Marketing Part 2: Choose Your Tactics (Half day 3.5 hours)
Once you’ve built your marketing strategy (see Part 1), you need smart tactics. Learn which marketing activities will work for you and create a measurable, cost-effective plan that connects with your customers.
learn what you need to do:
• for your marketing messages to connect with your ideal target customers
• to ensure your marketing is cost effective
• put together a plan of marketing activities to get the results you want
• to measure the results

Better Marketing Part 3: Create Your Tools (Half day 3.5 hours)
This session focuses on increasing the effectiveness of your marketing tools. You’ll leave with best practice ideas and tips for different marketing tools, and all the inspiration you need to create your own.
Brochures, flyers, websites, advertisements, promotions, social media, direct mail, direct sales, business cards, PR, scripts, referral devices are all covered.
An Implementation Session to review the completed plan and critique marketing collateral is included in your investment of $3,600 plus GST. 3 X half day (3.5 hours) sessions
Spread over 4 week period
$3,600 plus GST to include all sessions and materials less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Profit and Cashflow Optimisation
Categories: Finance
Service available in: Auckland, Waikato, Wellington, Otago, Southland, Bay of Plenty, Hawke's Bay, Marlborough Nelson Tasman
Description
There’s no point going for growth if it’s not sustainable. This training session will enable the business (often export focused) to learn the implications of growth on their business and build strong foundations for profitable growth. The business will need to supply financial statements for at lea more
There’s no point going for growth if it’s not sustainable. This training session will enable the business (often export focused) to learn the implications of growth on their business and build strong foundations for profitable growth. The business will need to supply financial statements for at least 2 periods prior to the Optimisation session 3 hours $2,000 plus GST
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Better Financial Management Programme
Categories: Finance
Service available in: Auckland, Waikato
Description
"If a growing business has a chartered accountant as part of the management team, you expect the financial knowledge, reporting and performance to be in line with best practice. Most small business owners don’t have those financial skills or experience and often can’t afford to employ a financial co more
"If a growing business has a chartered accountant as part of the management team, you expect the financial knowledge, reporting and performance to be in line with best practice. Most small business owners don’t have those financial skills or experience and often can’t afford to employ a financial controller. This programme teaches better financial management skills to enable you to run the financial side of your business more effectively.
Part 1: Improve your ability to interpret your financial information and use it to best manage your business performance.
Part 2: Cashflow and working capital is fundamental to successful growth. This session teaches valuable techniques in budget forecasting, profit planning and managing cash flow.
Part 3: Key Performance Indicator Management enables the business owner to measure financial and non financial metrics that are critical success factors for the business. This workshop teaches the balanced scorecard method and provides a framework for measurement across all core functions of the business.
Part 4: Governance. For a small business to become a successful business, it must first start behaving like a successful business. The most successful businesses have good governance procedures in place. Learn what you need to implement best practice essential governance principles.
Part 5: One on one training with the goal to improve your business systems. This session is designed to allow a business owner to get the most from their accounting and management systems and focus on sound financial management.
Follow up coaching implementation session

4 X half day (3.5 hour one to many training sessions, 1 X 2 hour one to one business systems training and 1 X 2 hour coaching implementation session spread over a 6 week period $2400 plus GST to include all training workshops, one on one training and follow up coaching"
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Online Marketing Accelerator
Categories: Marketing
Service available in: Auckland, Waikato
Description
"The Marketing world has been turned upside down with the advent of the internet. Make sense of the opportunities presented by social media, the web and email for your business and develop an online marketing strategy and plan to cost effectively market your business to New Zealand and the world. P more
"The Marketing world has been turned upside down with the advent of the internet. Make sense of the opportunities presented by social media, the web and email for your business and develop an online marketing strategy and plan to cost effectively market your business to New Zealand and the world.
Part 1: Understanding the importance of social media
Part 2: Using email marketing successfully.
Part 3: Improving your results on the web

Follow up implementation coaching session to develop your online marketing plan.
3 X Half day (3.5 hours) plus 2 hour follow up coaching implementation session $1550 plus GST to include all training workshops and follow up coaching"
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Export Winning Market Entry Strategy
Categories: Export, Marketing
Service available in: Auckland, Waikato, Wellington, Canterbury, Otago, Southland, Bay of Plenty, Hawke's Bay, Marlborough Nelson Tasman
Description
"Most exporters reckon it took them twice as long and cost them twice as much to successfully enter their primary export markets and they wish they had been better prepared. This is a full day one on one session to develop your strategies to target and enter the most attractive export sectors for more
"Most exporters reckon it took them twice as long and cost them twice as much to successfully enter their primary export markets and they wish they had been better prepared.
This is a full day one on one session to develop your strategies to target and enter the most attractive export sectors for your products or services
Follow up implementation coaching session included
1 X Full day (8 hours) plus 2 hour follow up coaching implementation session $4000 plus GST to include full day session and follow up coaching"
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Financial Knowledge Accelerator (FKA)
Categories: Finance
Service available in: Auckland, Waikato, Bay of Plenty
Description
"For business owners seeking to improve their financial management knowledge: Learn about • Different management information systems including accounting software • How to choose the right one for your business and how to use it to best effect • Financial statements • Profit and Cashflow dri more
"For business owners seeking to improve their financial management knowledge:

Learn about
• Different management information systems including accounting software
• How to choose the right one for your business and how to use it to best effect
• Financial statements
• Profit and Cashflow drivers
• Key performance indicators (both financial and non financial)
• The benefits of benchmarking

Follow up implementation coaching sessions ensure knowledge transfer and the outcome for the client will be a better understanding of their management information, higher quality and timely management reports and an ability to make better business decisions to drive long term profitability and growth.
1 half day workshop (approx 3.5 to 4 hours) followed by 10 X 2 hour sessions scheduled for the subsequent 10 weeks. One on one half day training workshop $1000 plus GST
10 follow up weekly coaching sessions at $650 plus GST per session
Total $7500 plus GST
"
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Marketing Coaching Programme
Categories: Marketing
Service available in: Auckland, Waikato
Description
"For business owners who want to improve their marketing management skills: Half day training workshop on best practice marketing management The workshop content will include: Marketing Audit Market Entry Strategies Prioritisation Campaign management Measurement Review and Improvement more
"For business owners who want to improve their marketing management skills:

Half day training workshop on best practice marketing management

The workshop content will include:
Marketing Audit
Market Entry Strategies
Prioritisation
Campaign management
Measurement
Review and Improvement

Follow up implementation coaching sessions

At the end of the programme the client will be able to effectively audit their marketing performance, develop a market entry strategy, prioritise marketing resources to match strategic objectives, manage marketing campaigns, measure marketing activities accurately and be in a position to review and improve their overall marketing function.
1 half day workshop (approx 3.5 to 4 hours) followed by 10 X 2 hour sessions scheduled for the subsequent 10 weeks. One on one half day training workshop $1000 plus GST
10 follow up coaching sessions at $500 plus GST per session
Total $6000 plus GST
"
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Financial Management and Governance Capability Improvement
Categories: Finance
Service available in: Auckland, Waikato, Wellington, Otago, Southland, Bay of Plenty, Hawke's Bay, Marlborough Nelson Tasman
Description
"For business owners who need to improve their financial understanding of their monthly management reports, management information systems and governance of their monthly directors’ meetings. Workshop content will include: • Best Practice Financial Management • How to review financial statemen more
"For business owners who need to improve their financial understanding of their monthly management reports, management information systems and governance of their monthly directors’ meetings.

Workshop content will include:
• Best Practice Financial Management
• How to review financial statements and monthly management reports
• Review Management Information Systems and Accounting Software
• Profit and Cashflow drivers
• Key performance indicators (both financial and non financial)
• The benefits of benchmarking
• Best Practice Governance

Follow up Directors/Management Meeting Governance and Performance Review and Improvement Coaching Sessions

As a result of the programme the client will be able to drive their business activity in line with their long term strategic objectives and recognise best practice governance for directing a successful and growing organisation.


7 month programme
1 day workshop (8 hours)
Months 2-7 Monthly Directors/Management Meeting Governance and Performance Review and Improvement Coaching Sessions (3 hours per month)
One on one full day training workshop $2000 plus GST
6 follow up director coaching sessions at $1000 plus GST per session
$8000 plus GST Total
"
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Improving Financial Performance
Categories: Finance
Service available in: Auckland, Waikato, Bay of Plenty
Description
Improving Financial Performance Planning and Implementation Coaching Programme Session 1 Review current business financial performance and explore opportunities to improve margins, profits and cashflow. Agree actions, goals, targets, responsibilities and due dates for improving financial p more
Improving Financial Performance

Planning and Implementation Coaching Programme

Session 1

Review current business financial performance and explore opportunities to improve margins, profits and cashflow.
Agree actions, goals, targets, responsibilities and due dates for improving financial performance over the next 12 months
Learn how to set budgets and cashflows and build a robust financial plan.

Sessions 2 to 7

Meet with your financial performance coach monthly or bi-monthly (to dovetail with management reporting information) to ensure that the plan is implemented effectively and you can take any necessary action to keep you on track. Learn how to use financial and non-financial key performance indicators to drive profitability and cashflow and measure what matters.

At the end of the programme the business owner/manager will be well versed in how to manage, measure and improve the financial performance of their business in order to achieve better financial results.

$5,000 plus GST

$2,000 plus GST for Session 1
$500 plus GST for each of the 6 follow up implementation sessions
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Specialist Coaching Programme
Categories: Business Planning, Finance
Service available in: Auckland, Waikato, Wellington, Otago, Southland, Bay of Plenty, Hawke's Bay, Marlborough Nelson Tasman
Description
We start by reviewing your existing strategy with you, exploring options and drafting a vision for the business and mapping out an achievable but challenging set of goals to be achieved. Your financial statements are used to forecast the financial implications of your strategy and you’ll learn how more
We start by reviewing your existing strategy with you, exploring options and drafting a vision for the business and mapping out an achievable but challenging set of goals to be achieved.
Your financial statements are used to forecast the financial implications of your strategy and you’ll learn how to optimise your business for profitability and cashflow.
• Establish how profitability and cashflow can be improved at current revenue levels
• To run a series of what-if scenarios to evaluate different strategic options
• To identify the sweet spot for the business in terms of optimising profitability and cashflow in relation to the strategic options explored
• Agree financial measures and procedures to manage the business more effectively (if required)
• Outline a strategy and action plan for the next 12 months
• Draft a compelling vision for the business
You’ll then meet monthly for the next 5 months with your implementation coaches (Jeremy Curragh and Ian Skelton) who will encourage, support, guide and hold you accountable for effecting the necessary changes to build a better more valuable business and move you towards your long term strategic goals.
Pricing is based on up to a day for the client with Ian Skelton and Jeremy Curragh for the Strategic and Business Planning Session (This may occur in more than one session)
The following will be covered in that timeframe and the pricing to get to completion of this stage is $5,000 plus GST:

We start by reviewing your existing strategy with you, exploring options and drafting a vision for the business and mapping out an achievable but challenging set of goals to be achieved.
Your financial statements are used to forecast the financial implications of your strategy and you’ll learn how to optimise your business for profitability and cashflow.
• Establish how profitability and cashflow can be improved at current revenue levels
• To run a series of what-if scenarios to evaluate different strategic options
• To identify the sweet spot for the business in terms of optimising profitability and cashflow in relation to the strategic options explored
• Agree financial measures and procedures to manage the business more effectively (if required)
• Outline a strategy and action plan for the next 12 months
• Draft a compelling vision for the business

The monthly sessions that follow for the next 5 months will be with Ian Skelton and Jeremy Curragh and are not time specific but would expect to be between 2 and 3 hours each.

The pricing for each of the 5 following months is $1,000 per month less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Strategic Planning and Making it Happen
Categories: Business Planning
Service available in: Auckland, Waikato, Bay of Plenty
Description
Strategic Planning and Making it happen There are no prizes for good ideas. The value is in implementing your desired plan and effecting the changes you want to help you achieve your long term goals. You start by taking a full day out of your business with no interruptions and distractions so more
Strategic Planning and Making it happen

There are no prizes for good ideas. The value is in implementing your desired plan and effecting the changes you want to help you achieve your long term goals.

You start by taking a full day out of your business with no interruptions and distractions so you can think through the challenges and opportunities that exist .We use our own strategic planning process and document a workable business action plan that can be used to engage your team and effect change.

Once the plan is in place you’ll meet regularly (normally monthly) with your implementation coach to make sure it happens.

At the end of the programme you’ll have learned how to plan strategically and effectively implement important changes that move you towards your long term and strategic goals.

Total investment required $10,000 plus GST

Pre-work and Strategic Planning Day $6,000 plus GST

4 follow up implementation sessions at $1000 plus GST each
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Strengthening Marketing Messages
Categories: Marketing
Service available in: Auckland, Bay of Plenty
Description
Objectives To develop and document the marketing messages that can be used as the foundation for the development of the website and other marketing collateral as required. Service Process •Understand the company background, the owners and their values and document the brand values of the busin more
Objectives
To develop and document the marketing messages that can be used as the foundation for the development of the website and other marketing collateral as required.

Service Process
•Understand the company background, the owners and their values and document the brand values of the business
•Review the profile of the buyers and learn how to identify any trends relating to buyers and the market
•Review reasons for purchase. Learn how additional feedback may help with product and marketing in the future
•Evaluate competitive differences and positioning
•Document Competitive Advantage
•Develop value proposition and uniqueness

$800 plus GST to cover preparation, the workshop and outcomes. less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Profit Optimisation Quarterly
Categories: Finance
Service available in: Auckland, Waikato, Bay of Plenty
Description
Drive Improved Financial Performance, specifically profitability and cashflow. Service Process •Understand the key profit and cashflow drivers within your business •Set targets for improved profitability and cashflow •Review the results of implementing the changes quarterly •Improve your fi more
Drive Improved Financial Performance, specifically profitability and cashflow.

Service Process

•Understand the key profit and cashflow drivers within your business
•Set targets for improved profitability and cashflow
•Review the results of implementing the changes quarterly
•Improve your financial management knowledge and ability to effect profitable changes to your business
$4,000 plus GST for 4 quarterly sessions
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Budgeting and Cashflow Planning
Categories: Finance
Service available in: Auckland, Waikato, Wellington, Otago, Southland, Bay of Plenty, Hawke's Bay, Marlborough Nelson Tasman
Description
"Lack of cash flow is one of the major blocks to growth and a key reason why businesses fail. This programme provides valuable techniques in budget forecasting, profit planning and managing cash flow. Get the templates and tools you need with commercial training on how to prepare an effective budge more
"Lack of cash flow is one of the major blocks to growth and a key reason why businesses fail. This programme provides valuable techniques in budget forecasting, profit planning and managing cash flow.
Get the templates and tools you need with commercial training on how to prepare an effective budget and cashflow. Learn how to prepare forecasts for planning, business management and as an aid for securing external funding and investment.
You start with a training session with a WHK accountant where you'll receive the training and tools you need to prepare your own budgets and cashflows. Then you'll meet again up to a month later for a financial coaching session with your WHK accountant to review your budgets and forecasts.

This is a one on one training and coaching service which has a value of $1500 plus GST.

less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Maori Trustee Training & Governance Support
Categories: Governance
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, West Coast, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
Description
Designed for Trustees and Directors of Maori organisations including Iwi organisations and Trusts and Incorporations, this training and ongoing support programme takes a targeted approach to assist Boards to achieve governance best practice and improve the capability of Board members to make better more
Designed for Trustees and Directors of Maori organisations including Iwi organisations and Trusts and Incorporations, this training and ongoing support programme takes a targeted approach to assist Boards to achieve governance best practice and improve the capability of Board members to make better decisions regarding the management of their assets and the operation of their organisations.

Training areas include, but are not limited to the following areas:

1. Understanding your duties and responsibilities
2. Strategy development for your organisation
3. Maintaining independence & prudence
4. Understanding and Managing risk & financial information
5. Effective reporting
6. Effective meetings

Our approach is to firstly assess your Boards current capability to identify specific areas of need and tailor the training accordingly.

Delivery:
1. Initial assessment with key Board members

2. One day workshop with Trustees.

The workshops are $5,000.00 plus GST

less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Financial Knowledge Accelerator- Part 1
Categories: Business Systems, Finance
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, West Coast, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
Description
For business owners seeking to improve their financial management knowledge and learn • How to evaluate different management information systems including accounting software • How to choose the right one for your business and how to use it to best effect • How to interpret Financial statements a more
For business owners seeking to improve their financial management knowledge and learn
• How to evaluate different management information systems including accounting software
• How to choose the right one for your business and how to use it to best effect
• How to interpret Financial statements and drive improved financial performance
• Why management reporting is important. What management reports to create and how to interpret them to improve decision making
Follow up implementation coaching sessions ensure knowledge transfer and the outcome for the client will be a better understanding of their management information, higher quality and timely management reports and an ability to make better business decisions to drive long term profitability and growth.
1 session(approx 3.5 to 4 hours) followed by 4 X 2 hour sessions scheduled for the subsequent 10 weeks.
One on one training session Range($1000 plus GST-$1400 plus GST dependant on complexity)
4 follow up coaching sessions at $650 plus GST per session
Total From $3600 plus GST to $4000 plus GST)
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Financial Knowledge Accelerator- Part 2
Categories: Business Systems, Finance
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, West Coast, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
Description
For business owners seeking to take their financial management knowledge of their business to the next level in relation to: • Profit and Cashflow drivers • Balance sheet drivers • Key performance indicators (both financial and non financial) • Lead and lag indicators • The benefits of benchm more
For business owners seeking to take their financial management knowledge of their business to the next level in relation to:
• Profit and Cashflow drivers
• Balance sheet drivers
• Key performance indicators (both financial and non financial)
• Lead and lag indicators
• The benefits of benchmarking
Follow up implementation coaching sessions ensure knowledge transfer and the outcome for the client will be a higher level understanding of their management information, higher quality and timely management reports, more pro-active measurement of key lead and lag information, the development of an early warning awareness system for the business and an ability to make better business decisions to drive long term profitability and growth.
1 training session (approx 3.5 to 4 hours) followed by 4 X 2 hour sessions scheduled for the subsequent 10 weeks.
One on one training session From $1000 plus GST to $1400 dependant on complexity
4 follow up coaching sessions at $650 plus GST per session
Total From $3600 plus GST to $4000 plus GST
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Step Up- Shape Up-Reap the rewards
Categories: Business Planning, Finance, Governance, Marketing
Service available in: Auckland, Waikato, Wellington, Otago, Southland, Bay of Plenty, Hawke's Bay, Marlborough Nelson Tasman
Description
For business owners who have been successful in the past and now find that there is more pressure on profitability and cashflow, increased competition, a greater challenge to attract the right type of customers, ever increasing costs and an overall view that business is harder today than it used to more
For business owners who have been successful in the past and now find that there is more pressure on profitability and cashflow, increased competition, a greater challenge to attract the right type of customers, ever increasing costs and an overall view that business is harder today than it used to be.

This is a programme that focuses on the key drivers of your business success and helps you to develop and implement a plan to make you competitive in the current environment and get your business in shape to reap the financial benefits of improving your current situation.

• You will learn how to review your past results including revenue trends, gross profit margins, customer satisfaction levels, new product developments, productivity and other key performance indicators in order to understand how you improve your current situation.
As part of this one on one training and coaching service you will learn how to:
• prioritise and focus on your key challenges
• set realistic and achievable goals
• review alternative courses of action objectively and choose the best strategy
You will then be able to document a detailed business action plan with timelines and responsibilities and your coach will keep you on track through the initial stages of implementation.

1st session to review results, identify challenges and agree goals and targets (half day approx)

2nd session to plan for improved business success
(half day approx)


Sessions 3 to 7 to implement the desired changes
(Allow 2 to 3 hours per session)

Key areas business strategy and planning, financial management excellence and marketing improvement.

Price range
$6,000 plus GST
to $10,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Profit and Cashflow Optimisation Coaching
Categories: Finance, Governance
Service available in: Auckland, Waikato, Bay of Plenty
Description
Monthly coaching where you will learn: How to improve your cashflow management How to measure and positively influence your sales pipeline How to improve gross margins How to understand and improve monthly financial statements How to implement the profit and cashflow improvements you discov more

Monthly coaching where you will learn:

How to improve your cashflow management
How to measure and positively influence your sales pipeline
How to improve gross margins
How to understand and improve monthly financial statements
How to implement the profit and cashflow improvements you discovered at the WHK Profit and Cashflow Optimisation training

You will also learn best practice for business management and governance

At the end of the coaching period you will have learned key financial management skills enabling you to drive the activities that will optimise the profitability and cashflow within your business.

$4,000 plus GST

less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Specialist Coaching Boost Programme
Categories: Business Planning, Business Sustainability, Export, Finance, Governance, Lean Manufacturing/Business Operations, Marketing
Service available in: Auckland, Waikato, Bay of Plenty
Description
For business owners who need to: Reduce the dependency on them for the business to operate and prosper. Make informed strategic decisions about sector and market growth and profitability. Improve the governance aspects of the business. This is a programme that focuses on: Coaching the b more

For business owners who need to:

Reduce the dependency on them for the business to operate and prosper.
Make informed strategic decisions about sector and market growth and profitability.
Improve the governance aspects of the business.

This is a programme that focuses on:

Coaching the business owner to design the organisation model that fits the needs of the business and reduces owner dependency.
Helping the business owner to review and evaluate strategic options and make informed business decisions.
Implementing robust governance procedures to improve the capability of the business.

3 monthly sessions

Key areas:
business strategy and planning
financial and governance
export
organisational performance

Total value of programme

$3,000 plus GST
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Budgeting, Cashflow and Financial Knowledge Combo
Categories: Business Systems, Finance
Service available in: Auckland, Waikato, Bay of Plenty
Description
Special combo training and coaching to cover budgeting and cashflow plus improving financial management knowledge "Lack of cash flow is one of the major blocks to growth and a key reason why businesses fail. This programme provides valuable techniques in budget forecasting, profit planning and ma more
Special combo training and coaching to cover budgeting and cashflow plus improving financial management knowledge

"Lack of cash flow is one of the major blocks to growth and a key reason why businesses fail. This programme provides valuable techniques in budget forecasting, profit planning and managing cash flow.
Get the templates and tools you need with commercial training on how to prepare an effective budget and cashflow. Learn how to prepare forecasts for planning, business management and as an aid for securing external funding and investment.
You start with a training session with a Crowe Horwath accountant where you'll receive the training and tools you need to prepare your own budgets and cashflows. Then you'll meet again up to a month later for a financial coaching session with your Crowe Horwath accountant to review your budgets and forecasts.

Then you'll take your financial management knowledge of your business to the next level in relation to:
• Profit and Cashflow drivers
• Balance sheet drivers
• Key performance indicators (both financial and non financial)
• Lead and lag indicators
• The benefits of benchmarking
Follow up implementation coaching sessions ensure knowledge transfer and the outcome for the client will be a higher level understanding of their management information, higher quality and timely management reports, more pro-active measurement of key lead and lag information, the development of an early warning awareness system for the business and an ability to make better business decisions to drive long term profitability and growth.
Combo programme $5,500 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Profit Optimiser Combo
Categories: Business Planning, Finance
Service available in: Auckland, Waikato, Bay of Plenty
Description
First learn what your business can look like financially if it's optimised then use our optimisation coach to help you implement the changes. Profit Optimiser • Review financial statements and understand the implications of growth on the current financial business model • Establish how profitabil more
First learn what your business can look like financially if it's optimised then use our optimisation coach to help you implement the changes.
Profit Optimiser
• Review financial statements and understand the implications of growth on the current financial business model
• Establish how profitability and cashflow can be improved at current revenue levels
• To run a series of what-if scenarios to evaluate different strategic options
• To identify the sweet spot for the business in terms of optimising profitability and cashflow
• Agree financial measures and procedures to manage the business more effectively
• Outline a financial strategy and action plan for the next 12 months

Subsequent Monthly coaching for the following 4 months to drive improved profitability and cashflow where you will learn:

• How to improve your cashflow management
• How to measure and positively influence your sales pipeline
• How to improve gross margins
• How to understand and improve monthly financial statements
• How to implement the profit and cashflow improvements you discovered at the Profit and Cashflow Optimisation session
• You will also learn best practice for business management and governance

At the end of the coaching period you will have learned key financial management skills enabling you to drive the activities that will optimise the profitability and cashflow within your business.

Investment required $6,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Commercialsinig Technology
Categories: Business Planning, Finance, Governance, Marketing
Service available in: Auckland, Waikato, Wellington, Canterbury, Otago, Southland, Bay of Plenty, East Coast, Hawke's Bay, Marlborough Nelson Tasman
Description
One on one training We start by reviewing your existing strategy with you in terms of commercialising your new technology, teaching you to explore and evaluate options and how to draft a plan for taking the new product to market, that is both timely and efficient. Your financial statements ar more
One on one training

We start by reviewing your existing strategy with you in terms of commercialising your new technology, teaching you to explore and evaluate options and how to draft a plan for taking the new product to market, that is both timely and efficient.

Your financial statements are used as a starting point for budgeting and cashflow planning and we will teach you how to optimise your profitability and cashflow in order to minimise or remove the need for outside investment where possible.

• Outline a business strategy and action plan for the next 12 months
Draft a market entry strategy for the new product

You’ll then meet monthly for the next 5 months with your implementation coach who will encourage, support, guide and hold you accountable for effecting the necessary changes to take the technology to market and move you towards your long term strategic goals.
Pricing is based on up to a day for the client with your Crowe Horwath coach for the Strategic and Business Planning Session (This may occur in more than one session)
The following will be covered in that timeframe and the pricing to get to completion of this stage is $5,000 plus GST:

The monthly sessions that follow for the next 5 months will be your Crowe Horwath coach and are not time specific but would expect to be between 2 and 3 hours each.

The pricing for each of the 5 following months is $1,000 per month
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Planning and Coaching
Categories: Business Planning, Finance, Governance
Service available in: Auckland, Wellington, Canterbury, Otago, Southland, Bay of Plenty, Hawke's Bay, Marlborough Nelson Tasman
Description
One on one training and coaching Business Strategic Planning •Meeting with you away from the business with no interruptions and distractions so that you can think through the challenges and opportunities that exist •We use our own strategic planning process and teach you how to document a workabl more
One on one training and coaching
Business Strategic Planning
•Meeting with you away from the business with no interruptions and distractions so that you can think through the challenges and opportunities that exist
•We use our own strategic planning process and teach you how to document a workable business action plan that can be used to engage your team and effect change.
Normally two sessions, a week apart with each up to half a day in length. Sessions are away from your office with 2 or more Crowe Horwath Specialists


Profit and Cashflow Optimisation Coaching
•Regular coaching where you will learn:

How to improve your cashflow management
How to measure and positively influence your sales pipeline
How to improve gross margins
How to understand and improve monthly financial statements
How to implement the profit and cashflow improvements you discovered at the first session

You will also learn best practice for business management and governance and ensure that you are able to review your business action plan and take informed management decisions.

At the end of the coaching period (5 sessions and normally 2 to 3 hours in length) you will have learned key financial management skills enabling you to drive the activities that will optimise the profitability and cashflow within your business.

Investment required
$10,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Going to Governance
Categories: Business Planning, Export, Finance, Governance
Service available in: Auckland, Waikato, Wellington, Canterbury, Otago, Southland, Bay of Plenty, Hawke's Bay
Description
This is one on one training for the business owner. Training and coaching is delivered monthly in a board 'style' to educate the owner on how to manage, direct, govern and ultimately exit the business. At the end of the training period the business owner will have the knowledge and tools required more
This is one on one training for the business owner.
Training and coaching is delivered monthly in a board 'style' to educate the owner on how to manage, direct, govern and ultimately exit the business.
At the end of the training period the business owner will have the knowledge and tools required to chair monthly board meetings and improved knowledge on how to drive long term growth and profitability.
The business owner will be required to meet monthly for approx 2-3 hours and carry out the tasks that result from the meetings.

For business owners who need to:

Reduce the dependency on them for the business to operate and prosper.
Make informed strategic decisions about sector and market growth and profitability.
Improve the governance aspects of the business.
Consider succession planning issues and implement a plan

This is a programme that focuses on:

Coaching the business owner to design the organisation model that fits the needs of the business and reduces owner dependency.
Helping the business owner to review and evaluate strategic options and make informed business decisions.
Implementing robust governance procedures to improve the capability of the business.
Document a success plan with actions, timlines and responsibilities

4 monthly sessions

Key areas:
business strategy and planning
financial and governance
export
organisational performance

Total value of programme

$4,341 plus GST
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Half Day Strategy Planning Session
Categories: Business Planning
Service available in: Auckland
Description
One on one training and coaching Business Strategic Planning •Meeting with you away from the business with no interruptions and distractions so that you can think through the challenges and opportunities that exist and set the direction for the next 3-5 years •We use our own strategic planning more
One on one training and coaching
Business Strategic Planning
•Meeting with you away from the business with no interruptions and distractions so that you can think through the challenges and opportunities that exist and set the direction for the next 3-5 years
•We use our own strategic planning process and teach you how to document a workable business action plan that can be used to engage your team and effect change.
Normally half a day away from your office
At the end of the session you will have learnt how to conduct a thorough business planning process that you can use annually to improve your business.
Investment required $3,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Tailored Short Coaching Course
Categories: Business Planning, Marketing
Service available in: Auckland
Description
For businesses that need a low cost service to identify the right distribution channel(s) for market entry and improve the conversion from their online marketing. This is one on one specific coaching that will require 4 hours commitment from the business owner. (2 x 2 hour coaching sessions) The s more
For businesses that need a low cost service to identify the right distribution channel(s) for market entry and improve the conversion from their online marketing.
This is one on one specific coaching that will require 4 hours commitment from the business owner. (2 x 2 hour coaching sessions)
The service is valued at $1,000plus GST
The learning outcomes will be as follows:
Understand the advantages and diasadvantages of alternative distribution channels
Learn key principles of marketing conversion for websites, emails and social media
Learn how to research to improve marketing messages
Learn how to test email marketing in order to improve response rates by up to 13%
Find out about retargeting and how that can improve sales
Learn how to use multi variate testing and the benefits to improving website conversion less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Profit Optimiser, Governance and Analysis One
Categories: Business Planning, Finance, Governance
Service available in: Auckland, Waikato, Bay of Plenty
Description
One on one training and coaching For business owners who need to improve their financial understanding of their monthly management reports, management information systems and governance of their monthly directors’ meetings. First learn what your business can look like financially if it's opti more
One on one training and coaching

For business owners who need to improve their financial understanding of their monthly management reports, management information systems and governance of their monthly directors’ meetings.

First learn what your business can look like financially if it's optimised then use our optimisation coach to help you implement the changes.
There’s no point going for growth if it’s not sustainable. This training session will enable the business (often export focused) to learn the implications of growth on their business and build strong foundations for profitable growth. The business will need to supply financial statements for at least 2 periods prior to the Optimisation session

Profit Optimiser
• Review financial statements and understand the implications of growth on the current financial business model
• Establish how profitability and cashflow can be improved at current revenue levels
• Run a series of what-if scenarios to evaluate different strategic options
• Identify the sweet spot for the business in terms of optimising profitability and cashflow
• Agree financial measures and procedures to manage the business more effectively
• Outline a financial strategy and action plan for the next 12 months
Initial session requires a 2 to 3 hour time commitment from the client for the meeting

Subsequent Monthly coaching for the following 8 months focused on Directors/Management Meeting Governance and Performance Review and Improvement where you will learn:

1. How to improve your cashflow management
2. How to measure and positively influence your sales pipeline
3. How to improve gross margins
4. How to understand and improve monthly financial statements
5. How to implement the profit and cashflow improvements you discovered at the Profit and Cashflow Optimisation session
6. Best Practice Financial Management
7. How to review monthly management reports
8. How to use our analysis one software to improve your financial understanding of your business and monitor financial and non financial kpi’s
9. How to get the most from your current management information systems
10. The opportunity to benchmark your performance within your industry segment
You will also learn best practice for business management and governance

Time commitment for the monthly coaching is expected to be approximately 2 hours for each meeting

At the end of the coaching period you will have learned key financial management skills enabling you to drive the activities that will optimise the profitability and cashflow within your business.

Investment required $10,000 plus GST
less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Foundations for High Performance and Continuous Improvement
Categories: Business Planning, Business Sustainability, Finance, Governance, Lean Manufacturing/Business Operations
Service available in: Auckland, Waikato, Bay of Plenty
Description
This is a combination of training workshops for the leadership and management team combined with one on one coaching for leaders and managers and group sessions with all employees to implement the changes. Key stages of the 5 month programme are as follows: An initial strategic session with the more
This is a combination of training workshops for the leadership and management team combined with one on one coaching for leaders and managers and group sessions with all employees to implement the changes.
Key stages of the 5 month programme are as follows:
An initial strategic session with the leaders of the business to review the current business situation, key issues and priorities and goals for the next 12 months.
At the end of the session the business leader(s) will have documented their business action plan for the next 12 months
We then conduct a survey of the quality of the culture of your company, together with a post-programme retest to assess the improvement in culture that has occurred over the programme.
• Leadership development using a well researched and highly rated 360 degree feedback assessment (1 day workshop or one on one coaching with other business owners/leaders) plus on going coaching for your key management personnel.
• Teaching work groups a process for problem solving, identifying problems that they consider are holding back their operation and facilitation of improvement with these work groups
• Teaching managers and supervisors how to improve their operations through engaging and facilitating with their teams in improvement activities (1 day group workshop).
By applying these processes with work teams all personnel come to see that they can make gains on business issues that are important to them. This improvement process creates enthusiasm for the more sophisticated improvement programme in part II, and at the same time, improves real business issues.
Key learning outcomes from this stage of the programme include:
• A shared understanding of the quality of the culture in your organisation and a commitment for change.
• Each key manager or supervisor will write a personal development plan and be able to relate this to their specific work challenges
• Teams will use a common process to solving problems and making improvements and will have seen the business improve as a result.

The leaders will also have 2 separate coaching sessions focused on governance improvement. At the end of the period a framework for monthly board/management meetings will be in place together with more robust governance policies and procedures.
The programme is a 5 month programme with intakes in Auckland in August 2014 and the Waikato in October 2014
Businesses that are prepared to commit the time and energy required to make the changes required to build strong foundations for high performance and continuous improvement are invited to apply to ian.skelton@crowehorwath.co.nz or phone 021 066 8802
Investment required is $10,000 plus GST

Additional costs for the Culture Mapping via the Human Synergistics 360° Feedback Survey Tool of $3,500 plus GST for up to 3 Senior Managers from your business less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Profit Optimiser, Governance and Analysis One Part 1
Categories: Business Planning, Finance, Governance
Service available in: Auckland, Waikato, Bay of Plenty
Description
One on one training and coaching For business owners who need to improve their financial understanding of their monthly management reports, management information systems and governance of their monthly directors’ meetings. First learn what your business can look like financially if it's opt more
One on one training and coaching

For business owners who need to improve their financial understanding of their monthly management reports, management information systems and governance of their monthly directors’ meetings.

First learn what your business can look like financially if it's optimised then use our optimisation coach to help you implement the changes.
There’s no point going for growth if it’s not sustainable. This training session will enable the business (often export focused) to learn the implications of growth on their business and build strong foundations for profitable growth. The business will need to supply financial statements for at least 2 periods prior to the Optimisation session

Profit Optimiser
• Review financial statements and understand the implications of growth on the current financial business model
• Establish how profitability and cashflow can be improved at current revenue levels
• Run a series of what-if scenarios to evaluate different strategic options
• Identify the sweet spot for the business in terms of optimising profitability and cashflow
• Agree financial measures and procedures to manage the business more effectively
• Outline a financial strategy and action plan for the next 12 months
Initial session requires a 2 to 3 hour time commitment from the client for the meeting

Subsequent Monthly coaching for the following 3 months focused on Directors/Management Meeting Governance and Performance Review and Improvement where you will learn:

1. How to improve your cashflow management
2. How to measure and positively influence your sales pipeline
3. How to improve gross margins
4. How to understand and improve monthly financial statements
5. How to implement the profit and cashflow improvements you discovered at the Profit and Cashflow Optimisation session
6. Best Practice Financial Management
7. How to review monthly management reports
8. How to use our analysis one software to improve your financial understanding of your business and monitor financial and non financial kpi’s
9. How to get the most from your current management information systems
10. The opportunity to benchmark your performance within your industry segment
You will also learn best practice for business management and governance

Time commitment for the monthly coaching is expected to be approximately 2 hours for each meeting

At the end of the coaching period you will have learned key financial management skills enabling you to drive the activities that will optimise the profitability and cashflow within your business.

Investment required $5,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Profit Optimiser, Governance and Analysis One Part 2
Categories: Business Planning, Finance, Governance
Service available in: Auckland, Waikato, Bay of Plenty
Description
One on one training and coaching For business owners who need to improve their financial understanding of their monthly management reports, management information systems and governance of their monthly directors’ meetings. Monthly coaching for the 5 months focused on Directors/Management Me more
One on one training and coaching

For business owners who need to improve their financial understanding of their monthly management reports, management information systems and governance of their monthly directors’ meetings.

Monthly coaching for the 5 months focused on Directors/Management Meeting Governance and Performance Review and Improvement building on the skills learned in Part 1 of the Programme. There will be a strong focus on strategic implementation and governance development, to ensure you learn the disciplines required to move your business to the next level.
Areas of focus::

1. How to improve your cashflow management
2. How to measure and positively influence your sales pipeline
3. How to improve gross margins
4. How to understand and improve monthly financial statements
5. How to implement the profit and cashflow improvements you discovered at the Profit and Cashflow Optimisation session
6. Best Practice Financial Management
7. How to review monthly management reports
8. How to use our analysis one software to improve your financial understanding of your business and monitor financial and non financial kpi’s
9. How to get the most from your current management information systems
10. The opportunity to benchmark your performance within your industry segment
You will also learn best practice for business management and governance

Time commitment for the monthly coaching is expected to be approximately 2 hours for each meeting

At the end of the coaching period you will have learned key financial management skills enabling you to drive the activities that will optimise the profitability and cashflow within your business.

Investment required $5,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Investment Ready
Categories: Business Planning, Capital Raising, Finance
Service available in: Auckland, Waikato, Bay of Plenty
Description
For business at an early stage of development and growth that need investment to move the business to the next level. This is one on one training, coaching and knowledge transfer. This programme will help you critique your business model and understand your options for growth, so you can select th more
For business at an early stage of development and growth that need investment to move the business to the next level.
This is one on one training, coaching and knowledge transfer.
This programme will help you critique your business model and understand your options for growth, so you can select the most suitable route.

In addition we’ll work through a process with you to determine your critical success factors for your business and then we’ll work with you on preparing for investment.

We’ll help you understand what investors look for and help you to prepare in advance so you will be attractive for would be investors

We’ll critique cashflow forecasts and coach you on producing accurate financial forecasts that demonstrate the return an investor can expect.

We’ll teach you about the valuation process and what is required to determine the value of your business.

We’ll coach you on your presentation before you go into the dragon’s den

We’ll help you determine an ideal investor profile and suitable marketing strategies to attract these prospective investors.

Once you’ve graduated from the programme, as an added no cost extra to the programme we’ll distribute your Investor Memorandum via our networks to attract potential investors

This programme runs over a 8 to 12 week period with business owners expected to complete assignments each week.

This programme is valued at $10,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Post Planning Coaching
Categories: Business Planning, Finance
Service available in: Auckland, Waikato, Bay of Plenty
Description
At this session you will learn valuable insights about your business based on what you have already learnt from developing your draft business plan in the half day strategy session. You will learn about the sensitivity of each of the profit and cashflow drivers within your business and be able to a more
At this session you will learn valuable insights about your business based on what you have already learnt from developing your draft business plan in the half day strategy session.
You will learn about the sensitivity of each of the profit and cashflow drivers within your business and be able to apply that knowledge to refine your business plan, so you have a cashflow and budget that is optimised for both profitability and cashflow.
In addition you will learn how to use “what-if scenarios” to evaluate different options in order for you to decide the best course of action and improve the long term performance of your business.
You will learn how to create a workable business action plan using Crowe Horwath templates, leaving the session with the key priorities mapped along with timelines and responsibilities.
You will also be coached to ensure that you have learnt the skills required and can apply the learning to your business.

A follow up coaching session is included in this session to ensure that the knowledge transfer has been successful and your plan is being implemented successfully.
Each business is different, so there are no specific time limits on the above service. However for most SME businesses expect the post planning coaching session to take up to 4 hours with the follow up implementation session up to 2 hours.
The investment required in this service is $1,500 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Custom Profit and Cashflow Optimisation 2 month
Categories: Business Planning, Governance
Service available in: Auckland, Bay of Plenty
Description
For business owners who need to improve their financial understanding of their monthly management reports, management information systems and governance of their monthly directors’ meetings. Monthly coaching for the 2 months focused on Directors/Management Meeting Governance and Performance Revi more
For business owners who need to improve their financial understanding of their monthly management reports, management information systems and governance of their monthly directors’ meetings.

Monthly coaching for the 2 months focused on Directors/Management Meeting Governance and Performance Review and Improvement building on the skills learned in Part 1 of the Programme. There will be a strong focus on strategic implementation and governance development, to ensure you learn the disciplines required to move your business to the next level.
Areas of focus::

1. How to improve your cashflow management
2. How to measure and positively influence your sales pipeline
3. How to improve gross margins
4. How to understand and improve monthly financial statements
5. How to implement the profit and cashflow improvements you discovered at the Profit and Cashflow Optimisation session
6. Best Practice Financial Management
7. How to review monthly management reports
8. How to use our analysis one software to improve your financial understanding of your business and monitor financial and non financial kpi’s
9. How to get the most from your current management information systems
10. The opportunity to benchmark your performance within your industry segment
You will also learn best practice for business management and governance

Time commitment for the monthly coaching is expected to be approximately 2 hours for each meeting

At the end of the coaching period you will have learned key financial management skills enabling you to drive the activities that will optimise the profitability and cashflow within your business.

Investment required $2,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
3-Customised follow on coaching programme
Categories: Business Planning, Finance, Governance
Service available in: Auckland, Waikato, Bay of Plenty
Description
Many businesses graduate from Crowe Horwath Programmes that are registered with NZTE for voucher approval and desire additional coaching to further improve the value of their business and the knowledge of the owners. This service has been requested by those owners as a supplementary service to prov more
Many businesses graduate from Crowe Horwath Programmes that are registered with NZTE for voucher approval and desire additional coaching to further improve the value of their business and the knowledge of the owners.
This service has been requested by those owners as a supplementary service to provide customised coaching for their business and leadership needs.
You’ll meet monthly for the next 3 months with your implementation coach who will encourage, support, guide and hold you accountable for effecting the necessary changes to build a better more valuable business and move you towards your long term strategic goals.


The monthly sessions that follow for the next 3 are not time specific and telephone support is required as you implement more complex and challenging ideas and principles into your business. Generally speaking each "power session" but would expect to be between 2 and 3 hours each and you are encouraged to phone between sessions as you implement.

The pricing for each of the 3 following months is $1,000 per month less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Health and Safety training and coaching to build management capability and governance
Categories: Business Systems, Governance, Managing Resources
Service available in: Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Bay of Plenty, Hawke's Bay, Marlborough Nelson Tasman
Description
One on one coaching and training: - Building capability to understand legislative requirements to enable review of current operations and legislative requirements Fee: $1300 5 hours - Training to senior managers and directors to understand due diligence obligations and key c more
One on one coaching and training:

- Building capability to understand legislative requirements to enable review of current operations and legislative requirements
Fee: $1300 5 hours
- Training to senior managers and directors to understand due diligence obligations and key components required in health and safety plans and how to implement into current business systems
Fee $2080 8 hours
- Training to assist management to develop Key Performance Indicators and processes to manage risks in business to assist with the development of a Governance Charter
Fee $1300 5 hours

Subsequent monthly coaching over a further 6 months will be focused on the Leadership Team meeting key health and safety governance due diligence requirements and health and safety performance review and improvement where the business will learn:
- How to implement the Health and Safety Governance charter.
- How to monitor and review the health and safety management system to ensure the Leadership Team are meeting their legislative compliance.
- How to implement and review monthly health and safety governance reporting to ensure the Leadership Team are measuring relevant and meaningful health and safety data.
- How to review and manage the critical safety risks.
- How to measure and positively influence the health and safety engagement, including how to run successful health and safety meetings.
- How to use the health and safety management software system “Safely”, to improve business efficiency, reporting and to monitor health and safety KPI’s.
- The opportunity to benchmark the health and safety performance within their own industry segment. The Leadership Team will also learn best practice for health and safety management and governance.
Fee: $5,460.00 21 hours over 6 months



The training will involve one on one coaching with senior management and tailored to suit client needs

The owner will clearly understand their obligations under the relevant legislation, regulations, codes of practice and other guidance documents to enable them to effectively review their business and develop their own plan and system to effectively manage risks that is tailored to their business. The ultimate outcome is for the owner to understand how to integrate health and safety into their business so it is part of its overall business practices

The commitment for the business is relative to its needs, size of business and its requirements in relation to meeting health and safety needs less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Health & Safety training and coaching to build management capability and governance
Categories: Business Systems, Governance, Managing Resources
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Bay of Plenty, Hawke's Bay, Marlborough Nelson Tasman
Description
One on one coaching and training To ensure client and Contract Milkers are clear on the health and safety requirements. Six engaging workshops and during the workshops we would work through the proposed polices, procedures and agree on how health and safety will be managed between the client more
One on one coaching and training

To ensure client and Contract Milkers are clear on the health and safety requirements.

Six engaging workshops and during the workshops we would work through the proposed polices, procedures and agree on how health and safety will be managed between the client and the Contract Milkers. This would ensure that everyone understands their responsibilities and provides a clear plan for effective implementation. Each of these workshops would take 2 hours to prepare and 2 hours to deliver. At the end of the implementation programme the finalised health and safety documents would be presented to you and each Contract Milker with a “To Do” list stepping out the remaining actions and outlining who is responsible to achieve this.

1. Key H&S Concepts: Fee $1280 (4 hours)
Hazard and Risk Management, critical Risks in the business, farm check and control discussion, risk assessment, JSA
2. Discuss plan for dealing with critical risks: Fee $1280 (4 hours)
Effluent ponds, tractors, quads, side by sides, chemicals, fuel, lone worker, farm map
3. Contractor Management & Overlapping Duties: Fee $1280 (4 hours)
Define shared responsibilities and allocate responsibility
4. Incidents, injury, notifiable events, emergency management, homework plan set for the holidays Fee $1280 (4 hours)
5. Worker communication, participation, contractor C,C,C & training and information Fee $1280 (4 hours)
6. Workplace policies, health, D&A, bullying, harassment, critical risk reviews Fee $1280 (4 hours) less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
STRATEGIC PLANNING
Categories: Business Planning
Service available in: Otago, Southland
Description
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management). To work ‘on’ the business effectively, the best place to start is with a strategic plan. The strategic plan is a roadmap that outlines the key moves you need to more
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management).

To work ‘on’ the business effectively, the best place to start is with a strategic plan. The strategic plan is a roadmap that outlines the key moves you need to make to achieve your goals.

We will meet with you away from the business with no interruptions and distractions so that you can think through the challenges and opportunities that exist and set the direction for the next 3-5 years.

The first step involves a discovery session to go through all elements of the business. This will include financial analysis, competitor analysis (to identify market gaps and opportunities for improving advantage), customer analysis (to understand what your customers want), and review of your current strategy.

We then use our own strategic planning process and teach you how to document a workable business plan that can be used to engage your team and effect change. This will include your vision, mission, values, goals and strategic priorities (and how to achieve each of them - broken into key actions), together with a roadmap.

At the end of the session you will have learnt how to conduct a thorough business planning process that you can use annually to improve your business.

The time commitment is expected to be 12 hours. Normally, we would run the programme over 2-3 sessions 1-2 weeks apart.

Investment required $5,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Winning Strategic Plans
Categories: Business Planning, Business Sustainability, Marketing
Service available in: Canterbury, Otago, Southland, Marlborough Nelson Tasman
Description
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management). To work ‘on’ the business effectively, the best place to start is with a strategic plan. The strategic plan is a roadmap that outlines the key moves you need to more
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management).

To work ‘on’ the business effectively, the best place to start is with a strategic plan. The strategic plan is a roadmap that outlines the key moves you need to make to achieve your goals.

We will meet with you away from the business with no interruptions and distractions so that you can think through the challenges and opportunities that exist and set the direction for the next 3-5 years.

The workshop will provide you with all the strategic tools to take your business to the next level. You will learn techniques to complete financial analysis, competitor analysis (to identify market gaps and opportunities for improving advantage), customer analysis (to understand what your customers want), and review of your current strategy.

We then use our own strategic planning process and teach you how to document a workable business plan that can be used to engage your team and effect change. This will include your vision, mission, values, goals and strategic priorities (and how to achieve each of them - broken into key actions), together with a roadmap.

The training will take a deep dive into your business model and identify areas for improvement. Areas typically looked at include:

• Customer management;
• Innovation (multiple ways to innovate);
• Sales and marketing;
• Competitive advantage;
• Supplier relationships;
• People/staff management;
• Products/services;
• Systems;
• Finance;
• Operations; and
• Risks.

At the end of the session you will have learnt how to conduct a thorough business planning process that you can use annually to improve your business.

The time commitment is expected to be 25 hours. Normally, we would run the programme over 4-5 sessions.

Investment required is $10,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Innovation Generation
Categories: Business Planning, Business Sustainability, Business Systems, Marketing
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, West Coast, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
Description
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management). We will meet with you away from the business with no interruptions and distractions. Our experts will introduce Doblin’s ten types of innovation (profit model, n more
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management).

We will meet with you away from the business with no interruptions and distractions. Our experts will introduce Doblin’s ten types of innovation (profit model, network, structure, process, product performance, product system, service, channel, brand and customer engagement). You will learn about specific sets of trends that could affect your business and what you will need to do to proactively respond. We then use our own innovation framework to teach you how and where you can create a sustainable competitive advantage. Now with all these new ideas we will teach you how to prioritise your ideas using our prioritisation matrix.

At the end of the programme you would have:

• mastered the fundamentals of innovation;
• taken away an innovation framework that you can continuously apply to your business;
• walk away with a range of new ideas and the knowledge of how to implement these into your everyday business; and
• understand future trends that will impact your business and have the tools to be prepared for future disruption and change.

The time commitment is expected to be 10 hours. This will include a workshop that will introduce innovation, create ideas and outline a project plan. We will follow this up with a progress review that will teach you how to remove obstacles that impede progress

Investment required is $5,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Building a Successful Team
Categories: Business Sustainability, Business Systems, Managing Resources
Service available in: Canterbury, Otago, Southland, West Coast, Marlborough Nelson Tasman
Description
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management) You will receive training on how to build a winning team and culture. This will include: • Team problem solving techniques • Team communication techniques • more
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management)

You will receive training on how to build a winning team and culture. This will include:

• Team problem solving techniques
• Team communication techniques
• Techniques for assessing your team’s strengths and weaknesses
• Techniques for reviewing your team’s performance
• Techniques for motivating your team

The key learning outcomes include:

• More effective teamwork
• Improved communication
• Increase productivity
• Retain your people
• Nurture future needs
• Increase employee engagement
• Implement effective leadership styles
• Ability to measure and monitor performance

The time commitment is expected to be 6 hours. Normally, we would run the programme over 2 - 3 sessions

Investment required is $4,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Designed for Growth
Categories: Business Planning, Business Systems, Lean Manufacturing/Business Operations, Managing Resources, Marketing
Service available in: Otago, Southland
Description
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management). Findex is pleased to present Designed for Growth - a performance improvement programme designed for entrepreneurial business owners aspiring to grow their b more
Training and business workshop.

The workshop will include our business experts and your business leaders
(directors/owners/management).

Findex is pleased to present Designed for Growth - a performance improvement programme designed for entrepreneurial business owners aspiring to grow their business.

We will meet with you away from the business with no interruptions and distractions, so you can think through your most pressing growth opportunities and challenges.

Working with leading performance consultants, we will take you on a journey through the 4 Building Blocks of Growth:

1. Sales & marketing: You will learn techniques to attract new clients, increase sales to existing clients and optimise your pricing to increase sales and improve margins.

2. Products and positioning: Now, you will learn about how to create a sustainable competitive advantage, select products and services that will delight your customers and how to focus your time and resources on the products that matter most.

3. Process efficiency: The next stage is understanding how and where you can create processes efficiencies, saving you time and money – your most important and scarce resources.

4. Resources: Finally, you will learn how to attract and retain quality staff and improve your capabilities to reach your growth goals.

At the end of the programme you would have identified the key drivers to improve your business performance. You will have outlined the key opportunities and developed a roadmap of actions that enable you to reach your growth goals.

The time commitment is expected to be 12 hours. Normally, we would run the programme over 2-3 sessions 1-2 weeks apart.

Investment required $5,000 plus GST less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Business Response Planning
Categories: COVID-19 Support
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, West Coast, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
Description
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management). This is an unprecedented time for all of us, and in particular business owners who are facing extraordinary demands on their business and beyond. The current rat more
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management).

This is an unprecedented time for all of us, and in particular business owners who are facing extraordinary demands on their business and beyond. The current rate of change means business owners planning horizon is down to weeks or days and for many it’s into survival model. What is important in these times is to understand is how and where you can respond, both in the short-term while not losing focus on the longer-term risks and opportunities.

We have developed a training package where you were learn how to make the key business moves to ensure you can continue operating. You will learn about the four key areas identified by the RBP Network:

• Business Continuity Planning
• Finance and Cashflow Management
• HR
• Health and Wellness

Our training programme will take you through a four-step process:

Step 1: Stress test your financial position

You will learn how to:
• forecast in an uncertain, evolving environment;
• identify key drivers to improve performance; and
• improve your liquidity position and access to further capital requirements.

Step 2: Business continuity assessment

You will learn how to assess the key elements of a business continuity plan:
• risk assessment and business impact;
• workforce planning;
• supply chain stabilisation;
• customer engagement;
• insurance coverage;
• internal communication plan; and
• response teams.

Step 3: Develop continuity plan

The next step will be for you to learn how to:
• develop a continuity plan, broken down into 1 week, 1 month and 1-year planning horizons; and
• communicate the plan internally and with key stakeholders and funders.

Stage 4: Execute with urgency

Finally, you will learn the key skills and techniques to:
• execute you plan;
• reflect, refine and respond to changes.

We would expect to run the programme over 4 session. Investment required is up to $5,000 (plus GST) depending on your business needs. The fee is based on our hourly rate of between $250 - $300 plus GST.

FINDEX is a full-service advisory firm with specialists in management consulting, accounting, tax, human resources, health and safety, insurance and finance lending. This means we have experts to ensure you are receiving the most relevant training material.

Our training will be delivered using Zoom, Microsoft teams or over the phone. less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
COVID Business Response Plan
Categories: COVID-19 Support
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, West Coast, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
Description
The programme will include our business experts and your business leaders (directors/owners/management). This is an unprecedented time for all of us, and in particular business owners who are facing extraordinary demands on their business and beyond. The current rate of change means business own more
The programme will include our business experts and your business leaders (directors/owners/management).

This is an unprecedented time for all of us, and in particular business owners who are facing extraordinary demands on their business and beyond. The current rate of change means business owners planning horizon is down to weeks or days and for many it’s into survival model. What is important in these times is to understand is how and where you can respond, both in the short-term while not losing focus on the longer-term risks and opportunities.

Each business will have its own challenges and needs. We will tailor our service to your needs and work with you through each step. Support is available under the following categories:

• Business Continuity Planning;
• Finance and Cash-flow Management
• HR
• Health & Wellness

We have outlined our process below and will focus on the areas that are a priority to your business:

1. Stress test your financial position
2. Business continuity test
3. Business continuity plan
4. Execute with urgency
5. Support

Investment required is up to $5,000 (plus GST) depending on your business needs. The fee is based on our hourly rate of between $250 - $300 plus GST.

FINDEX is a full-service advisory firm with specialists in management consulting, accounting, tax, human resources, health and safety, insurance and finance lending. This means we have experts to ensure you are receiving the best support to help you during this testing time.

Our programme will be delivered using Zoom, Microsoft teams or over the phone. less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Response Strategy
Categories: Business Planning
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, West Coast, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
Description
The programme will include our business experts and your business leaders (directors/owners/management). Your response to COVID should look across three separate timelines: 1. Preserve the present 2. Rapid response strategy 3. Own the future Many businesses are now thinking about their rapid more
The programme will include our business experts and your business leaders (directors/owners/management).
Your response to COVID should look across three separate timelines:
1. Preserve the present
2. Rapid response strategy
3. Own the future

Many businesses are now thinking about their rapid response strategy or owning the future. Where your business sits depends on your industry, region, and your business health heading into COVID.
We have developed an adaptive strategic planning process that will give you confidence as you make sense of the fog of uncertainty. We will focus our time together on the areas that will provide the most value to your business. Typical areas include:
1. Macro & industry trends (what are the key shifts that will impact your customer and business model?)
2. Customer behaviours (what are your customer's key purchase behaviours?)
3. Marketing (are your channels to market still effective?)
4. Competitors (how are your competitors responding?)
5. Staff (how you can engage and motivate your staff)
6. Capabilities (what capabilities do you need to compete in the post COVID world)

You will end up with a strategic plan on a page that will give you focus and direction as you navigate the post COVID world.
Investment required is up to $5,000 (plus GST) depending on your business needs. The fee is based on our hourly rate of $275 plus GST.

FINDEX is a full-service advisory firm with specialists in management consulting, accounting, tax, human resources, health and safety, insurance, and finance lending. This means we have experts to ensure you are receiving the best support to help you during this testing time.

Our programme will be delivered in person or via video conferencing. less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
COVID cash-flow and financial forecasts
Categories: COVID-19 Support
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, West Coast, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
Description
The programme will include our business experts and your business leaders (directors/owners/management). As business owners and managers start to consider what the “new normal” looks like, there are varying needs for cash flow and financial forecast analysis. • You may be applying for funding more
The programme will include our business experts and your business leaders (directors/owners/management).

As business owners and managers start to consider what the “new normal” looks like, there are varying needs for cash flow and financial forecast analysis.
• You may be applying for funding to help with cash flow or perhaps you are looking to invest in a new piece of equipment;
• You may be needing to make the hard decisions about your business future and need the numbers to help tell the story.
Since COVID, we have found business owners and managers have received great value from taking a deeper dive into the numbers. This has allowed them to think “what if” and to start considering the moves they need to make if the different scenarios play out.

Investment required is up to $3,000 (plus GST) depending on your business needs. The fee is based on our hourly rate of $275 plus GST. The fee will depend on your business size and complexity and the purpose of the cash flow or financial forecast (for example, there is additional work required for statements that are used for funding purposes).

FINDEX is a full-service advisory firm with specialists in management consulting, accounting, tax, human resources, health and safety, insurance, and finance lending. This means we have experts to ensure you are receiving the best support to help you during this testing time.

Our programme will be delivered in person or via video conferencing. less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Business Response Plan Framework
Categories: COVID-19 Support
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, West Coast, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
Description
The programme will include our business experts and your business leaders (directors/owners/management) and focuses on business continuity. This is an unprecedented time for all of us, and in particular business owners who are facing extraordinary demands on their business and beyond. The curre more
The programme will include our business experts and your business leaders (directors/owners/management) and focuses on business continuity.

This is an unprecedented time for all of us, and in particular business owners who are facing extraordinary demands on their business and beyond. The current rate of change means business owners planning horizon is down to weeks or days and for many, it’s into survival model. What is important in these times is to understand is how and where you can respond, both in the short-term while not losing focus on the longer-term risks and opportunities.

Our business response planning tool will help your business respond to the threats and opportunities that have resulted from COVID 19. Our robust process will help formulate the key moves you need to make in the next 90 days and 1 year to remain relevant as we move towards the new normal.
Each business will have its own challenges and needs. We will tailor our service to your needs and work with you through each step.
Investment required is up to $5,000 (plus GST) depending on your business needs. The fee is based on our hourly rate of $275 plus GST.

FINDEX is a full-service advisory firm with specialists in management consulting, accounting, tax, human resources, health and safety, insurance, and finance lending. This means we have experts to ensure you are receiving the best support to help you during this testing time.

Our programme will be delivered in person or via video technology. less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Team training
Categories: Managing Resources
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, West Coast, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
Description
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management) High performing teams often contain talented individuals, but that alone is not enough. The best teams are more than the sum of their parts. Is it the collective more
Training and business workshop. The workshop will include our business experts and your business leaders (directors/owners/management)

High performing teams often contain talented individuals, but that alone is not enough. The best teams are more than the sum of their parts. Is it the collective ability to work together that sets them apart?

Business problems are often symptoms of people issues within the organisation. Commonly, they are the result of:

• Poor communication
• Ineffective teamwork
• Poor leadership
• Lack of succession planning
• Poor productivity
• High turnover

The training programme has been designed to address these issues. You and your team will develop leadership and teamwork skills that will create high performing individuals who are part of high performing teams.

Key objectives of the training include:

• To develop our understanding of our own work preferences
• To identify areas where opportunities exist for individual development
• To develop an appreciation of the strengths and work preferences of our colleagues
• To investigate methods that will optimise our communications with others
• To investigate our team dynamics and identify where opportunities exist for further team development

Normally, we would run the programme over 3 sessions.

Investment required is up to $5,000 plus GST, depending on the number of attendees. less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz
Human Resource, Health & Wellness support
Categories: COVID-19 Support
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, West Coast, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
Description
Our nationwide team of Human Resources and Health & Wellness professionals will work with your business leaders during this challenging time to ultimately ensure you have: • The right team in place for your business now and into the future and you are keeping them engaged and motivated. • HR and more
Our nationwide team of Human Resources and Health & Wellness professionals will work with your business leaders during this challenging time to ultimately ensure you have:

• The right team in place for your business now and into the future and you are keeping them engaged and motivated.
• HR and H&S policies and practices that support your strategic plan, the current environment and legislative requirements.

Some of the tailored services we provide to address these key points include:

• Strategic workforce planning.
• Employee wellbeing advice and program development.
• Recognition and reward advice and program development.
• Performance development advice and system development.
• Restructuring and redundancy advice and support.
• Outplacement/redundancy support services.
• Performance management support and advice.
• Recruitment services.
• Documented policies, procedures and plans to ensure compliance with employment and health & safety legislation and best practice.
• Internal communication advice and support.

Investment required is up to $5,000 (plus GST) depending on your business needs. The fee is based on our hourly rates of between $200-$300 plus GST and once we have worked out your needs a full estimate will be provided.

FINDEX is a full-service advisory firm with specialists in management consulting, accounting, tax, human resources, health and safety, insurance and finance lending. This means we have experts to ensure you are receiving the best support to help you during this testing time.

Our programme will be delivered in person or via video conferencing. less
Contact: Jeffrey Broughton
Email: Jeffrey.Broughton@findex.co.nz
Phone: 021 187 3818
Website: http://www.findex.co.nz