* Financial and Cashflow Management
Categories: Business Planning, Finance
Service available in: Canterbury, Otago
Description
Cashflow planning is best practice in any business and critical to survival and growth. Setting cashflow targets and regularly monitoring your actual cashflow against your forecast will enable you to predict large cash outflows and respond to changes in your business. The business owner will lea more
Cashflow planning is best practice in any business and critical to survival and growth. Setting cashflow targets and regularly monitoring your actual cashflow against your forecast will enable you to predict large cash outflows and respond to changes in your business.

The business owner will leave this meeting with a cash flow plan.
Is it a workshop, or one on one training?
- One on one training

What does the training consist of? Course content.
- Develop a plan to improve cashflow
- Discuss development of cashflow reporting
- Discuss and review any current reporting
- Work through items line by line discussing what drives those figures

What are the learning outcomes for the business owner?
- Understand the value in setting targets and monitoring actual results against targets
- Identify your current Cash Conversion Cycle
- Understand key financial ratios relevant to your business
- Identify the likely causes of cashflow problems within your business
- Set 12 month and 90-day cashflow improvement goals and actions

What is the time commitment for the business?
- 3 hours

What is the cost of the service?
- $1,500 less
Contact: Michelle McLean
Email: michelle@mckenzieca.co.nz
Phone: 034347944
Website: http://www.mckenzieca.co.nz
Budget preparation and reporting
Categories: Business Planning, Finance
Service available in: Canterbury, Otago
Description
Is it a workshop, or one on one training? - One on one training What does the training consist of? Course content. - Steps to prepare a budget - Monthly process of reporting actual results to the budget - Discussion on development of dashboard reporting What are the learning outcomes for more
Is it a workshop, or one on one training?
- One on one training

What does the training consist of? Course content.
- Steps to prepare a budget
- Monthly process of reporting actual results to the budget
- Discussion on development of dashboard reporting

What are the learning outcomes for the business owner?
- Understand why budgeting & reporting is important and how it can help your business
- Understand how to prepare a budget for your business
- Learn how to monitor income and expenses throughout the year
- Identify what reporting can be prepared to help understand business performance

What is the time commitment for the business?
- 4 to 6 hours

What is the cost of the service?
- $150 / hr less
Contact: Michelle McLean
Email: michelle@mckenzieca.co.nz
Phone: 034347944
Website: http://www.mckenzieca.co.nz
Business Planning - setting the direction
Categories: COVID-19 Support
Service available in: Canterbury, Otago
Description
This is a facilitated business planning session. The client will leave the session with a business plan which includes steps to move forward, starting with a 90 day action plan. What does the service consist of? - Identifying the purpose and vision for the business - Discussing and setting more
This is a facilitated business planning session.
The client will leave the session with a business plan which includes steps to move forward, starting with a 90 day action plan.

What does the service consist of?
- Identifying the purpose and vision for the business
- Discussing and setting both personal and business goals for the next 12 months
- Discussing and agreeing on an action plan with strategies to support achievement of goals
- Identifying Gross Revenue Targets and Key Performance Indicators
- Identifying opportunities and vulnerabilities in the business that need to be managed

What are the outcomes for the business owner?
- Establish a 90-day plan to address immediate and critical issues relevant to your business
- A business plan on 1-2 pages
- Clarity about the most important things you need to focus on
- Improved confidence and motivation
- Understand how business planning can help you achieve your goals
- Understand how to set realistic and measurable goals for your business

What is the time commitment for the business?
- 3 hours

What is the cost of the service?
- $1,500 ($500 per hour) less
Contact: Michelle McLean
Email: michelle@mckenzieca.co.nz
Phone: 034347944
Website: http://www.mckenzieca.co.nz
LEAN process development - systematising to maximise efficiency
Categories: Lean Manufacturing/Business Operations
Service available in: Canterbury, Otago
Description
- Is it a workshop, or one on one training? One on one training - What does the training consist of? What is Lean Process Development How process improvement techniques can increase efficiency and reduce waste Process mapping tips and tricks Conduct a Gap analysis H more
- Is it a workshop, or one on one training?
One on one training

- What does the training consist of?
What is Lean Process Development
How process improvement techniques can
increase efficiency and reduce waste
Process mapping tips and tricks
Conduct a Gap analysis
How to design new processes to maximise efficiency.

- What are the learning outcomes for the business owner?
How to map current processes
How to define future process
How to identify and address the gap/s between
current and future processes.

- What is the time commitment for the business?
Depends on the scope of the process required.
Minimum 3 hours.

- What is the cost of the service?
$150 per hour less
Contact: Michelle McLean
Email: michelle@mckenzieca.co.nz
Phone: 034347944
Website: http://www.mckenzieca.co.nz
Organisational Reviews - getting the structure right
Categories: Managing Resources
Service available in: Canterbury, Otago
Description
Organisational Reviews – getting the structure right - Is it a workshop, or one on one training? One on one training - What does the training consist of? Work-shopping key roles and responsibilities in the business including clear accountability lines and associated responsibili more
Organisational Reviews – getting the structure right
- Is it a workshop, or one on one training?
One on one training
- What does the training consist of?
Work-shopping key roles and responsibilities in
the business including clear accountability lines
and associated responsibilities.
- What are the learning outcomes for the business
owner?
A functional Organisation Chart which visually
defines departments, key functions, roles and
responsibilities.
- What is the time commitment for the business? 3
hours
- What is the cost of the service?
$1500 less
Contact: Michelle McLean
Email: michelle@mckenzieca.co.nz
Phone: 034347944
Website: http://www.mckenzieca.co.nz
Financial Awareness Coaching
Categories: Business Planning, Business Sustainability, Finance
Service available in: Canterbury, Otago
Description
The better you understand your business, the easier it will be to make more money. Management decisions rely on a sound understanding of the financial implications for a business. We have developed this service to enable business owners to fully understand and interpret their numbers, so they have more
The better you understand your business, the easier it will be to make more money. Management decisions rely on a sound understanding of the financial implications for a business. We have developed this service to enable business owners to fully understand and interpret their numbers, so they have a strong foundation on which to grow their business.

Is it a workshop, or one on one training?
- One on one training

What does the training consist of? Course content.
- Discuss key financial ratios relevant to the business
- Identify what reporting is relevant to the business and how this can aid decision making
- Discuss areas of concern
- Identify processes that could improve business efficiency from an administration perspective

What are the learning outcomes for the business owner?
- Develop an understanding of your key financial reports
- Begin to produce your own customised reports on a monthly basis
- Understand how to better manage your debtors and creditors
- Learn how to monitor income and expenses throughout the year
- Find ways to save time on admin tasks that could be automated
- Understand what other information you should capture and how (e.g. stock, debtors, creditors, etc.)

What is the time commitment for the business?
- 3 hours

What is the cost of the service?
- $1,500 less
Contact: Michelle McLean
Email: michelle@mckenzieca.co.nz
Phone: 034347944
Website: http://www.mckenzieca.co.nz
Budget & Cashflow Preparation
Categories: COVID-19 Support
Service available in: Canterbury, Otago
Description
This is a one on one advisory service, working with you to prepare a budget and cashflow forecast. We will meet with you to understand your business, current position and needs. Whether your business is facing acute cash flow constraints requiring close management or you need to document your more
This is a one on one advisory service, working with you to prepare a budget and cashflow forecast.

We will meet with you to understand your business, current position and needs.
Whether your business is facing acute cash flow constraints requiring close management or you need to document your budget to present to your bank, we can help.

Cost of the service
- $150 / hour. The time required varies depending on size and complexity of the business. Usually 3 hours would suffice for a simple business. less
Contact: Michelle McLean
Email: michelle@mckenzieca.co.nz
Phone: 034347944
Website: http://www.mckenzieca.co.nz
Business Planning
Categories: Business Planning, Business Sustainability
Service available in: Canterbury, Otago
Description
Is it a workshop, or one on one training? • One on one training What does the training consist of? Course content. • Discussing and setting both personal and business goals for the next 12 months • Discussing and agreeing on an action plan with strategies to support achievement of goals • Ide more
Is it a workshop, or one on one training?
• One on one training

What does the training consist of? Course content.
• Discussing and setting both personal and business goals for the next 12 months
• Discussing and agreeing on an action plan with strategies to support achievement of goals
• Identifying Gross Revenue Targets and Key Performance Indicators
• Identifying opportunities and vulnerabilities in your business that need to be managed

What are the learning outcomes for the business owner?
• Understand how business planning can help you achieve your goals
• Understand how to set realistic and measurable goals for your business
• Establish a 90-day plan to address immediate and critical issues relevant to your business

What is the time commitment for the business?
• 3 hours

Cost of this service?
• $1,500+gst less
Contact: Michelle McLean
Email: michelle@mckenzieca.co.nz
Phone: 034347944
Website: http://www.mckenzieca.co.nz