Cashflow Forecasting & Budgeting
Categories: Business Planning, Business Sustainability, Finance, Managing Resources
Service available in: Auckland, Waikato, Wellington, Bay of Plenty
Description
A Pilot should not operate a plane without flight plan. Businesses should not operate without a budget. One on one training will be provided to users to ensure they can prepare a cash flow forecast and budget. We would encourage users to use an accounting software to assist with the process. K more
A Pilot should not operate a plane without flight plan. Businesses should not operate without a budget.

One on one training will be provided to users to ensure they can prepare a cash flow forecast and budget. We would encourage users to use an accounting software to assist with the process.

Key learning outcomes include, but not limited to:
Understanding the importance of a cashflow forecast and budget.
Determining what the key drivers of the budget should be based on.
Understanding variance reporting and what is required to bridge the gap between actual amounts and budgeted amounts.
Providing client with the skills required to adjust budget due to internal and external factors that may affect business such as COVID-19

Minimum four hours depending on the needs of the client, and number of required sessions during the client preparing budgets and forecasts. $250 per hour (excl GST) less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
Cashflow Forecasting & Budgeting
Categories: COVID-19 Support
Service available in: Auckland, Waikato, Wellington, Bay of Plenty
Description
A Pilot should not operate a plane without a flight plan. Businesses should not operate without a budget. One on one training will be provided to users to ensure they can prepare a cash flow forecast and budget. We would encourage users to use an accounting software to assist with the process. more
A Pilot should not operate a plane without a flight plan. Businesses should not operate without a budget.

One on one training will be provided to users to ensure they can prepare a cash flow forecast and budget. We would encourage users to use an accounting software to assist with the process.

Key learning outcomes include, but not limited to:
Understanding the importance of a cashflow forecast and budget.
Determining what the key drivers of the budget should be based on.
Understanding variance reporting and what is required to bridge the gap between actual amounts and budgeted amounts.
Providing client with the skills required to adjust budget due to internal and external factors that may affect business such as COVID-19

Minimum four hours depending on the needs of the client, and number of required sessions during the client preparing budgets and forecasts. $250 per hour (excl GST) less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
BENCHMARKING YOUR BUSINESS
Categories: Business Planning, Business Sustainability, Business Systems, Managing Resources
Service available in: Waikato
Description
Using proven tools, we help you understand how your business compares to your competitors and help you develop an implementation plan to achieve your goals. During your workshop session/s we will: • Discuss the key performance indicators in your industry. • Develop strategies to improve your bo more
Using proven tools, we help you understand how your business compares to your competitors and help you develop an implementation plan to achieve your goals.

During your workshop session/s we will:
• Discuss the key performance indicators in your industry.
• Develop strategies to improve your bottom line.
• Develop a plan with clear steps to enable you to succeed.
• Have fun and good coffee!

By the end of your workshop session/s, you will have:
o An understanding of how your business compares to your competitors.
o A clear plan for your business.
o A good understanding of what to do next.
o Confidence that you know how to succeed.

$250 + GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
STRATEGIC PLAN INCLUDING IMPLEMENTATION PLAN
Categories: COVID-19 Support
Service available in: Waikato
Description
In your advisory session/s we help you use proven tools to develop a unique strategic plan for your business, and an effective implementation plan to achieve your goals. During your advisory session/s, we will: • Discuss and understand your operating environment including current and future risk more
In your advisory session/s we help you use proven tools to develop a unique strategic plan for your business, and an effective implementation plan to achieve your goals.

During your advisory session/s, we will:
• Discuss and understand your operating environment including current and future risks and opportunities.
• Develop personal and business goals for the next 12 months.
• Decide relevant KPIs (key performance indicators).
• Identify risks and strengths that impact achievement of your goals.
• Develop an action plan with clear steps to ensure you can succeed.
• Have fun and good coffee!

By the end of your advisory session/s, you will have:
o Confidence about where you are heading in the next year and possibly further
o A clear measurable plan for your business and yourself
o A good understanding of what to do next
o Confidence that you know how to succeed

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
COVID-19 BUSINESS CONTINUITY AND 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
One-on-one advice and support with business continuity issues faced as a result of Covid-19 impacts. We offer expertise and guidance in: - Business Continuity - Finance & Cashflow - Mitigating Risks During your advisory session/s we will: • Discuss and understand your current business situat more
One-on-one advice and support with business continuity issues faced as a result of Covid-19 impacts. We offer expertise and guidance in:
- Business Continuity
- Finance & Cashflow
- Mitigating Risks

During your advisory session/s we will:
• Discuss and understand your current business situation and Covid-10 impacts.
• Tailor advice to your business needs.
• Use proven tools to assist you with continuity planning, cash-flow forecasting, working capital management and securing finance.
• Identify risk areas and action plans to address these
• Spend the time you need in consultation with you, at regular intervals, to ensure you have the support you need.
• Have fun and good coffee!

By the end of each advisory session, you will have:
o A clear understanding of your current situation.
o Clarity about key risks and how to address these.
o Confidence to take the next steps.
o Understanding of how to access support and maximise opportunities.

The services will be provided at a rate of $250+GST per hour, The services can be delivered by video using Zoom or Skype. less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
CASH FLOW FORECASTING
Categories: COVID-19 Support
Service available in: Waikato
Description
Your session/s helps you understand cash flow forecasting, and how to plan for adequate cashflow for your business. During your advisory session/s we will: • Discuss the benefits of accurate and timely cash flow forecasting. • Show you how to go about forecasting using your existing accounting more
Your session/s helps you understand cash flow forecasting, and how to plan for adequate cashflow for your business.

During your advisory session/s we will:
• Discuss the benefits of accurate and timely cash flow forecasting.
• Show you how to go about forecasting using your existing accounting systems.
• Develop a plan for adequate cash flow for your business.
• Have fun and good coffee!

By the end of your advisory session/s, you will have:
o Confidence that you know how to forecast future cash flow.
o Confidence that you know how to plan for adequate cash flow for your business.
o A good understanding of what to do next.
o Confidence that you know how to succeed.

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
BUDGETING
Categories: COVID-19 Support
Service available in: Waikato
Description
We help you develop a budgeting strategy for your business, and an effective plan for measuring your performance. During your advisory session/s we will: • Discuss the different types of budget and the uses of each. • Discuss and understand your current financial model. • Develop strategies fo more
We help you develop a budgeting strategy for your business, and an effective plan for measuring your performance.

During your advisory session/s we will:
• Discuss the different types of budget and the uses of each.
• Discuss and understand your current financial model.
• Develop strategies for effective budgeting.
• Decide financial targets.
• Develop a plan with clear steps to enable you to measure your performance.
• Have fun and good coffee!

By the end of your advisory session/s, you will have:
o Confidence about effectively budgeting.
o Clear financial targets for cash flow requirements and future projects.
o A good understanding of how to measure financial performance.
o Confidence that you know how to plan and measure for financial success.

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
ADMINISTRATION AND BOOKKEEPING
Categories: COVID-19 Support
Service available in: Waikato
Description
Our specialist administration and bookkeeping staff will coach you in a wide range of tasks to keep your business finances organised and on-track. During your advisory session/s we will: • Review how to get the best from your existing systems eg Xero, MYOB etc. • Show you how to do payroll and more
Our specialist administration and bookkeeping staff will coach you in a wide range of tasks to keep your business finances organised and on-track.

During your advisory session/s we will:
• Review how to get the best from your existing systems eg Xero, MYOB etc.
• Show you how to do payroll and data entry tasks.
• Show you how to prepare and file GST and FBT returns.
• Advise on debtor and creditor management, and debt collection.
• Advise you on any other areas of administration and bookkeeping that are proving challenging.
• Have fun and good coffee!

By the end of your advisory session/s, you will have:
o Reviewed how to get the best from your existing systems eg Xero, MYOB etc.
o Confidence in administering your payroll.
o Confidence in filing GST and FBT returns with the IRD.
o Confidence managing debtors and creditors.
o Confidence that you know how to successfully keep your administration and bookkeeping up to date.

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
BUSINESS START-UP
Categories: Business Planning, Business Sustainability, Business Systems, Capital Raising, Finance, Governance, Managing Resources
Service available in: Waikato
Description
We assist you to develop a business plan that helps mitigate risks and maximises opportunities for you. Initial planning session with monthly coaching and review session/s. During your session/s we will: • Discuss and understand your business, including risks and opportunities. • Review or set more
We assist you to develop a business plan that helps mitigate risks and maximises opportunities for you. Initial planning session with monthly coaching and review session/s.

During your session/s we will:
• Discuss and understand your business, including risks and opportunities.
• Review or set goals and objectives.
• Help you understand due diligence and financing options.
• Develop personal and business goals for the next 12 months.
• Identify risks and strengths that impact achievement of your goals.
• Develop an action plan with clear steps to ensure you can succeed.
• Have fun and good coffee!

By the end of your session/s, you will have:
o Confidence about where you are heading in the next 12 months.
o A clear measurable plan for your business and yourself.
o A good understanding of what to do next.
o Tools to prepare for your first monthly coaching and review session/s.

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
ACQUISITIONS AND MERGERS
Categories: COVID-19 Support
Service available in: Waikato
Description
In your advisory session/s, we help you prepare for an acquisition or merger of a business in response to Covid-19 impacts. During your advisory session/s we will: • Discuss the issues involved in acquisitions and mergers, including the types of plans you will need, and common pitfalls and rewar more
In your advisory session/s, we help you prepare for an acquisition or merger of a business in response to Covid-19 impacts.

During your advisory session/s we will:
• Discuss the issues involved in acquisitions and mergers, including the types of plans you will need, and common pitfalls and rewards to consider.
• Discuss the financial information you will need to prepare and the negotiation skills required.
• Develop an action plan with clear steps to ensure you can succeed.
• Have fun and good coffee!

By the end of your advisory session/s, you will have:
o Confidence that you know how to prepare for an acquisition or merger.
o A good understanding of what to do next.
o Confidence that you know how to succeed.

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
SELLING YOUR BUSINESS
Categories: Business Planning, Business Systems, Capital Raising, Finance, Managing Resources, Marketing
Service available in: Waikato
Description
In your training session/s, you learn how to develop a plan for the sale of your business and techniques for successful negotiation with potential buyers. During your session/s we will: • Discuss the tasks involved in the sale of a business. • Discuss the preparatory work you will need to under more
In your training session/s, you learn how to develop a plan for the sale of your business and techniques for successful negotiation with potential buyers.

During your session/s we will:
• Discuss the tasks involved in the sale of a business.
• Discuss the preparatory work you will need to undertake as well as what needs to be done through to the handover.
• Develop a plan for preparing your business for sale.
• Discuss tips and techniques for negotiating with potential buyers.
• Have fun and good coffee!

By the end of your session/s, you will have:
o Confidence about preparing for the sale of your business.
o A clear plan for navigating through the sale.
o A good understanding of how to negotiate with potential buyers.
o Confidence that you know how to successfully sell your business.

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
SUCCESSION PLANNING
Categories: COVID-19 Support
Service available in: Waikato
Description
We help you use proven tools to develop a succession plan for your business, and an effective implementation plan that ensures you are ready for a planned exit from your business. During your advisory session/s we will: • Discuss the reasons for developing a succession plan. • Review your optio more
We help you use proven tools to develop a succession plan for your business, and an effective implementation plan that ensures you are ready for a planned exit from your business.

During your advisory session/s we will:
• Discuss the reasons for developing a succession plan.
• Review your options to exit your business.
• Develop a well-designed plan that helps mitigate risks and maximises opportunities for you.
• Develop an action plan that addresses the complex issues of business continuation and planned exit from your business.
• Have fun and good coffee!

By the end of your advisory session/s, you will have:
o Confidence about the continuation of your business and your exit from it.
o A clear plan for your business and yourself.
o A good understanding of the next steps.
o Confidence that you are ready for a planned exit from your business.

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
BUSINESS IMPROVEMENT
Categories: Business Planning, Business Sustainability, Business Systems, Finance, Governance, Managing Resources
Service available in: Auckland, Waikato, Bay of Plenty
Description
In your training session/s we help you analyse your current business situation and develop a plan to improve the bottom line of your business. During your session/s we will: • Discuss and understand your current business situation. • Help you set business improvement goals. • Identify wher more
In your training session/s we help you analyse your current business situation and develop a plan to improve the bottom line of your business.

During your session/s we will:
• Discuss and understand your current business situation.
• Help you set business improvement goals.
• Identify where you can mitigate risks, maximise opportunities and improve your cash flow and bottom line.
• Develop an action plan with clear steps to ensure you can succeed.
• Have fun and good coffee!

By the end of your session/s, you will have:
o Confidence about making improvements to your business.
o A clear plan for your business.
o A good understanding of how to measure your progress.
o Confidence that you know how to succeed.

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
ACQUISITIONS AND MERGERS
Categories: Business Planning, Business Sustainability, Business Systems, Capital Raising, Finance, Managing Resources
Service available in: Auckland, Waikato, Bay of Plenty
Description
In your training session/s, we help you learn how to prepare for an acquisition or merger of a business. During your session/s we will: • Explain the issues involved in acquisitions and mergers, including the types of plans you will need, and common pitfalls and rewards to consider. • Explai more
In your training session/s, we help you learn how to prepare for an acquisition or merger of a business.

During your session/s we will:
• Explain the issues involved in acquisitions and mergers, including the types of plans you will need, and common pitfalls and rewards to consider.
• Explain the financial information you will need to prepare and the negotiation skills required.
• Develop an action plan with clear steps to ensure you can succeed.
• Have fun and good coffee!

By the end of your session/s, you will have:
o Confidence that you know how to prepare for an acquisition or merger.
o A good understanding of what to do next.
o Confidence that you know how to succeed.

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
ADMINISTRATION AND BOOKKEEPING
Categories: Business Systems, Finance, Managing Resources
Service available in: Auckland, Waikato, Bay of Plenty
Description
Our specialist administration and bookkeeping staff will coach you in a wide range of tasks to keep your business finances organised and on-track. During your coaching session/s we will: • Review how to get the best from your existing systems eg Xero, MYOB etc. • Show you how to do payroll a more
Our specialist administration and bookkeeping staff will coach you in a wide range of tasks to keep your business finances organised and on-track.

During your coaching session/s we will:
• Review how to get the best from your existing systems eg Xero, MYOB etc.
• Show you how to do payroll and data entry tasks.
• Show you how to prepare and file GST and FBT returns.
• Explain debtor and creditor management, and debt collection.
• Explain any other areas of administration and bookkeeping that are proving challenging.
• Have fun and good coffee!

By the end of your session/s, you will have:
o Reviewed how to get the best from your existing systems eg Xero, MYOB etc.
o Confidence in administering your payroll.
o Understanding of how to file GST and FBT returns with the IRD.
o Knowledge about how to successfully manage debtors and creditors.
o Confidence that you know how to successfully keep your administration and bookkeeping up to date.

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
BUDGETING
Categories: Business Sustainability, Business Systems, Finance, Managing Resources
Service available in: Auckland, Waikato, Bay of Plenty
Description
In your training session we help you develop a budgeting strategy for your business, and an effective plan for measuring your performance. During your session/s we will: • Discuss the different types of budget and the uses of each. • Discuss and understand your current financial model. • D more
In your training session we help you develop a budgeting strategy for your business, and an effective plan for measuring your performance.

During your session/s we will:
• Discuss the different types of budget and the uses of each.
• Discuss and understand your current financial model.
• Develop strategies for effective budgeting.
• Decide financial targets.
• Develop a plan with clear steps to enable you to measure your performance.
• Have fun and good coffee!

By the end of your session/s, you will have:
o Confidence about effectively budgeting.
o Clear financial targets for cash flow requirements and future projects.
o A good understanding of how to measure financial performance.
o Confidence that you know how to plan and measure for financial success.

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
STRATEGIC PLAN INCLUDING IMPLEMENTATION PLAN
Categories: Business Planning, Business Sustainability, Business Systems, Managing Resources, Marketing
Service available in: Auckland, Waikato, Bay of Plenty
Description
In your workshop session/s we help you use proven tools to develop a unique strategic plan for your business, and an effective implementation plan to achieve your goals. During your session/s, we will: • Discuss and understand your operating environment including current and future risks and o more
In your workshop session/s we help you use proven tools to develop a unique strategic plan for your business, and an effective implementation plan to achieve your goals.

During your session/s, we will:
• Discuss and understand your operating environment including current and future risks and opportunities.
• Develop personal and business goals for the next 12 months.
• Decide relevant KPIs (key performance indicators).
• Identify risks and strengths that impact achievement of your goals.
• Develop an action plan with clear steps to ensure you can succeed.
• Have fun and good coffee!

By the end of your session/s, you will have:
o Confidence about where you are heading in the next year and possibly further
o A clear measurable plan for your business and yourself
o A good understanding of what to do next
o Confidence that you have the skills and knowledge to succeed

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz
SUCCESSION PLANNING
Categories: Business Planning, Finance, Marketing
Service available in: Auckland, Waikato, Bay of Plenty
Description
We help you use proven tools to develop a succession plan for your business, and an effective implementation plan that ensures you are ready for a planned exit from your business. During your workshop session/s we will: • Explore the reasons for developing a succession plan. • Review the opt more
We help you use proven tools to develop a succession plan for your business, and an effective implementation plan that ensures you are ready for a planned exit from your business.

During your workshop session/s we will:
• Explore the reasons for developing a succession plan.
• Review the options to exit a business.
• Develop a well-designed plan that helps mitigate risks and maximises opportunities for you.
• Develop an action plan that addresses the complex issues of business continuation and planned exit from your business.
• Have fun and good coffee!

By the end of your session/s, you will have:
o Understanding about the continuation of your business and how to exit from it.
o A clear plan for your business and yourself.
o A good understanding of the next steps.
o Confidence that you are ready for a planned exit from your business.

$250+GST per hour less
Contact: Tony Young
Email: tony@clelandhancox.co.nz
Phone: 07 838 2692
Website: http://www.clelandhancox.co.nz