Call us 06 757 4843

New Plymouth business coach and chartered accountant – Get more time, more money and less worry.

Why we developed this service.

It’s important to spend time working on your business, not just in it.  It’s important to take time out to discuss what’s happening in your business, so you have clarity of your future direction.  A Proactive Accounting Meeting gives you the opportunity to meet with us on a no charge, no obligation basis to discuss the following:

  1. Your goals for your business and how you plan to achieve them.
  2. How your business goals tie in with your personal and lifestyle goals.
  3. Issues and challenges you are facing in your business e.g. growth, cashflow, or your planned exit from or sale of your business.
  4. How you can work with us to address these issues and plans.

It’s also a great opportunity for us to share how we can assist you in the future.  For example, would you like to know more about our strategies to help you grow your wealth, profitability and cashflow?  Would you like help improving your efficiency and effectiveness?

Who should have a meeting?

If you’re keen to improve your business performance and financial results and feel like you not are currently being supported by your accountant to achieve this, then contact us.  We firmly believe that we can help you and more importantly, we want to!

What is involved?   

You’ll have a free consultation with Andrew, Chartered Accountant and Business Coach, to review your unique situation and discuss how we can support you in the most appropriate way.  To make the meeting as productive as possible and tailored to your requirements we’ll ask you to complete a short questionnaire and provide your last annual financial reports prior to the meeting.

Following the meeting, if required, we will prepare a proposal for services with all costs priced upfront.

What if I already have an accountant?

This free consultation is obligation free – but it’s a good time to see if your accountant is really meeting your business needs.

When should I have this meeting?

We recommend that you arrange your Proactive Accounting Meeting with us as soon as possible in order to identify immediate strategies to improve your financial position.

Why put off until tomorrow what you can achieve today!

Benefits of a Proactive Accounting Meeting

  • Review and establish your goals and strategies for achievement
  • Identify your burning issues and opportunities
  • Assess your current business structure
  • Stimulate strategic discussion of the current and future direction of your entities
  • Identify how we can assist you to achieve your goals through the growth and protection of your assets
  • Access to our collective wisdom and advice for your unique situation
  • Identify the key drivers of your business
  • Identify greater tax efficiencies
  • Gain a better understanding of your business
  • Understand our service offerings and how they can benefit you
  • Gain certainty about your fees, as you receive upfront pricing on any work proposed by us

Book your Proactive Accounting Meeting now!

Here’s what one of our clients has to say about us:

Martin Barlok – Pekaren Restaurant Facebook

Martin has recently opened a second restaurant in Oakura, Taranaki, following the success of his first in Bell Block.

“With Andrews help I was able to get my first restaurant running smoothly with the right advice and software to help me with wages, staff rosters and creditors.  We got a system in place that could be replicated, plus the time I was saving freed me up to open another restaurant. 

Opening a new restaurant has had its challenges, and I consulted with Andrew all the way.  Having him as a sounding board gave me the confidence I needed, all his advice was backed up with figures.  Six weeks after opening, and sales are excellent.  We’re busy, and I have the time to make sure we get the food and service perfect, without having to worry about going home and doing my accounts.  I get to spend time with my family instead of sitting at my desk doing paperwork.

I consider Andrew my most trusted business advisor, he’s always ready to listen and help, no matter what time I call.  At More CA they make me feel like I’m their only client because of how attentive they are to me and my business.

I’m already planning my next restaurant!  I wouldn’t be where I am now without More CA”

Pekaren

Book your Proactive Accounting Meeting now!

 

Save

Save

Save

Save

Save

Save

Want to grow your business? Our Free Resources will Help