3 x half day monthly workshops in small groups of up to 10 people, facilitated by a qualified accountant experienced in working with SME business owners. The workshops are geared towards users of Xero accounting software.

Coaching groups held March - May, June – August, September- November and held at Q2 HQ, Level 1, 2A Pacific Rise, Mt Wellington, Auckland. Free parking available.

Course content:
• Setting and achieving coaching objectives & goals
• Key accounting concepts
• The different financial reports and what they are used for
• Cashflow v Profit
• Accrual v cash reporting / accounting
• Income and expenses
• Stock & WIP
• Accounts Receivable & Accounts Payable Management
• Cashflow Cycles / Working Capital Cycles
• Improving the accuracy of in-house financial reporting
• Customising financial reports to improve usefulness
• Key drivers of profitability and cash flow
• Key financial ratios & dashboards
• Tax Basics
• Withdrawals / Owners Current accounts
• Time saving accounting tips

Learning outcomes:
• Better understanding of key financial reports
• Improved accounting accuracy
• Clearer and more useful formats to aid decision making
• Make informed decisions with better understanding of the financial implications
• Manage and monitor cashflow, debtors and creditors effectively
• The knowledge and skills to identify financial issues and address them effectively
• Able to produce & interpret your own customised financial reports each month

Time commitment:
• Prework prior to each workshop (30 minutes -1 hour)
• Attend 3 half day workshops (monthly for 3 months)
• Post workshop home work (1 hour plus a month)

Cost: $2,100 + GST less

This 4 hour business planning session is one to one or for all the key business decision makers / management team.

The session is facilitated by an experienced business person who will lead you through the thinking process to identify your business purpose, vision and outcomes that you want to achieve. Business values, KPIs, and high level budget targets will be set.

The value proposition for your defined target market will be crafted and opportunities and vulnerabilities identified.

The session culminates in clear, realistic and measurable goals for the next 12 months as well as an action plan to achieve them.

The outcome will be a clear strategic outline of what you need to do, by when, to unlock the potential in your business. The resulting planning document will be your concise road map against which you can measure your progress over the next quarter and year.

The session is practical and helps ensure all key decision makers are clear about the strategic objectives and plan to achieve them.

Time commitment:
* Session Prework (30 - 60 minutes)
* Planning Session (4 hours)

The 4 hour session will be scheduled for a time that suits you at the Q2 HQ situated at 2A Pacific Rise, Mt Wellington, Auckland.

Cost: $2,500 + GST less

The initial 4 hour business planning session with 4 follow up accountability sessions is either one to one or for all the key business decision makers / management team.

Each session is facilitated by the same experienced business person ensuring continuity, who will lead you through the thinking process to identify your business purpose, vision and outcomes that you want to achieve. Business values, KPIs, and high level budget targets will be set.

The value proposition for your defined target market will be crafted and opportunities and vulnerabilities identified.

The initial session culminates in clear, realistic and measurable goals for the next 12 months as well as an action plan to achieve them.
The initial 4 hour session is followed by 4 quarterly accountability coaching sessions of 1.5 hours. The accountability coaching is a structured process to ensure the Business Plan stays current and goals are achieved thereby creating a rolling 90 Day Action Plan that ensures key projects are committed to AND implemented. The quarterly coaching creates a forum where the key business decision makers/management team can discuss burning issues with a trusted third party and the process increases discipline and accountability through an independent coach.
The business planning outcome will be a clear strategic outline of what you need to do, by when, to unlock the potential in your business. The resulting planning document will be your concise road map against which you can measure your progress over the next quarter and year.
The quarterly accountability follow on coaching creates alignment on shared business goals, helps managers/owners stay on track with their 90 day actions and ultimately helps achieve the rolling 90 day goals as well as the annual business goals set at the first session.

Initial 4 hour session:
The session is practical and helps ensure all key decision makers are clear about the strategic objectives and plan to achieve them.

Time commitment:
* Session Prework (30 - 60 minutes)
* Planning Session (4 hours)

The 4 hour session will be scheduled for a time that suits you at the Q2 HQ situated at 2A Pacific Rise, Mt Wellington, Auckland.
4 Follow on Quarterly Accountability Coaching Sessions:
Each quarterly session will identify areas where performance can be improved, refine the SMART goals previously set as well as strategies and actions to achieve the business goals. The session also allows any burning issues to be discussed in a timely manner.
As an outcome of each session the 90 day action plan is updated with the activities that need to be executed within set time frames, which in turn helps business owners / managers to stay on track and achieve the goals set.
Time commitment:
* Session Prework (15-30 minutes each session)
* 4 x Accountability Sessions of 1.5 hours each

Each 1.5 hour quarterly session will be scheduled for a time that suits you at the Q2 HQ situated at 2A Pacific Rise, Mt Wellington, Auckland.

Cost $5,500 + GST less

A detailed monthly profit and cashflow forecast provides a better understanding of the cashflow needs of your business for the next 12 months and allows more effective goal setting and communication within the business. The forecast allows business owners to develop a more effective and proactive relationship with financiers and monitor actual results against forecast each month.

A forecast helps predict and plan for large irregular cashflow requirements in advance and can provide peace of mind that your business is adequately funded for the next 12 months.

The forecast will give business owners/managers a better understanding of the impact management decisions have on cashflow.

More complex forecasts include sensitivity analysis and scenario planning.

During the process an experienced accountant will go through your historical monthly results as well as your plans and goals for the next 12 months with you (one on one), and develop a draft forecast profit and loss report, cashflow report as well as forecast balance sheet for further discussion and fine tuning.

Once finalized the profit and loss forecast can be uploaded to your accounting software for monthly reporting purposes.

Time commitment for the business owner:
Prework – 30-60 minutes
Face to face meetings – 2 x 1.5 hour sessions

Cost of Service:
From $2,500 + GST less

Q2 Cashflow Forecasting and Cashflow Improvement Coaching involves 2 separate stages:

Stage one: A Cashflow Forecast. Preparation of a Cashflow Forecast and a one hour Cashflow Forecast Review meeting to discuss and finalise the Forecast.

A detailed monthly profit and cashflow forecast provides a better understanding of the cashflow needs of your business for the next 12 months and allows more effective goal setting and communication within the business. The forecast allows business owners to develop a more effective and proactive relationship with financiers and monitor actual results against forecast each month.

A forecast helps predict and plan for large irregular cashflow requirements in advance and can provide peace of mind that your business is adequately funded for the next 12 months.

Once finalized the profit and loss forecast can be uploaded to your accounting software for monthly reporting purposes.

Stage two: Cashflow Improvement Coaching to improve business processes that maximise cashflow, profit and business value. The coaching programme drives your business to achieve your goals in a controlled and managed way over 12 months.

Stage two commences with a three hour Cashflow Improvement Coaching session to:
• Identify your current Cash Conversion Cycle
• Identify the likely causes of cashflow problems within your business
• Set 12 month and 90 day cashflow improvement goals and actions.

The three hour session is followed by four quarterly accountability coaching sessions, ensuring that you put in place essential cashflow management strategies and achieve your cashflow improvement goals.

Time commitment for the business owner:

Prework – 30-60 minutes prior to each session

Face to face meetings:
Stage 1 - Cashflow forecast – 1 x 1.5 hour session, 1 x 1 hour session to finalise
Stage 2 – Cashflow Improvement Coaching – 1 x 3 hour session, 4 x 1 hour sessions

+ Implementation time between sessions

The face to face meetings will be scheduled for a time that suits you at the Q2 HQ situated at 2A Pacific Rise, Mt Wellington, Auckland.

Cost of Service:
From $5,500 + GST less

3 x half day (3 hours) monthly private workshops facilitated by a qualified accountant experienced in working with SME business owners. The workshops are designed for users of Xero accounting software and are customised for your business.

Coaching is held at Q2 HQ, Level 1, 2A Pacific Rise, Mt Wellington, Auckland. Free parking available.

Course content:
• Setting and achieving coaching objectives & goals
• Key accounting concepts
• The different financial reports and what they are used for
• Cashflow v Profit
• Accrual v cash reporting / accounting
• Income and expenses
• Stock & WIP
• Accounts Receivable & Accounts Payable Management
• Cashflow Cycles / Working Capital Cycles
• Improving the accuracy of in-house financial reporting
• Customising financial reports to improve usefulness
• Key drivers of profitability and cash flow
• Key financial ratios & dashboards
• Tax Basics
• Withdrawals / Owners Current accounts
• Time saving accounting tips

Learning outcomes:
• Better understanding of key financial reports
• Improved accounting accuracy
• Clearer and more useful formats to aid decision making
• Make informed decisions with better understanding of the financial implications
• Manage and monitor cashflow, debtors and creditors effectively
• The knowledge and skills to identify financial issues and address them effectively
• Able to produce & interpret your own customised financial reports each month

Time commitment:
• Prework prior to each workshop (30 minutes -1 hour)
• Attend 3 half day workshops (monthly for 3 months)
• Post workshop home work (1 hour plus a month)

Cost: $3,000 + GST less

1 x half day (4 hours) workshops facilitated by a coach experienced in working with SME businesses. The workshops are designed either for owners / managers.

Coaching is held at Q2 HQ, Level 1, 2A Pacific Rise, Mt Wellington, Auckland.

Attendees receive pre-work to complete asking them about their values and vision for the business before attending the four-hour session to develop a set of Shared Values.

The workshop starts with a Shared Values presentation explaining what Shared Values are and the benefits of having them, and demonstrate how they underpin behaviour.

The second part of the workshop is interactive with owners / managers actively participating, brainstorming and working together.

Course objectives:
• Provide a framework for working relationships
• Build understanding of how values underpin behaviours
• Identify the full range of values that are necessary to deliver your vision for the business
• Prioritise up to five Shared Values with simple definitions
• Establish the consistent behaviours that will demonstrate these Shared Values
• Alignment of Shared Values amongst owners / managers
• Improved engagement and decision making
• Improved morale

Anticipated Course outcomes:
• Greater success at driving the business towards achieving the vision
• A framework for effective communication and working relationships
• A more enjoyable working environment

Time commitment:
• Prework prior to workshop (30 minutes -1 hour)
• Attend half day workshop (4 hours)

Cost: $2,500 + GST less

Q2’S Organisational Review process takes a full day, or two half-day sessions if you’d prefer.

During the review, Q2 will:
• Discuss the five fundamentals to develop an Organisation Chart
• Discuss the four key principles you must adhere to when developing or modifying your Organisation Chart
• Review our structured process for creating an Organisation Chart
• Utilise our Organisation Chart template
• Recommend the next steps to take to develop your first draft.

Over the following weeks, you will then submit your final draft for us to review, and we’ll discuss our recommendations in order to finalise your organisational structure.

Many businesses do not have clarity around their team’s defined roles and responsibilities. This often results in owners wearing too many ‘hats’, meaning little time spent is on strategic or high-level activities that create real value for the business.

An Organisational Review helps build a functional Organisation Chart which visually defines departments, key functions, roles and responsibilities. Q2 will help you as a business owner to structure your business so that it is more sustainable and scalable.

You’ll attend an initial full day planning session with Q2 where we’ll discuss the fundamentals to develop an Organisation Chart. We’ll help you determine the ideal roles for the business as opposed to fitting roles to the people in your team. You’ll also gain clarity on what functions can potentially be outsourced.

After reviewing your current structure we’ll follow our experienced process to create a functional Organisation Chart using our highly effective templates. We’ll provide you with recommendations and next steps for you to complete the first draft of your Organisation Chart and monitor your progress over the following weeks as you refine and finalise your chart.

Upon completion we’ll meet again to review and tweak your organisational structure. We’ll act as a sounding board for you to discuss your ideas, make effective strategic decisions and develop a better, more sustainable business model.

Time commitment for participants:

Prework – 30-60 minutes
Face to face meetings – full day or 2 half days
After work - one hour follow on meeting

Cost of Service:
$6,000 + GST less