Mature Stage

Does your infrastructure need reviewing and refining?

What can you do to revitalize profits? Are you looking for new business opportunities? BUSINESS buddy can help you consolidate and move forward to more growth.

We’re not merely accountants.

We’re here to make a real difference to our clients.  Delivering a high-quality, efficient compliance service is just part of that.  Helping our clients to develop, improve and grow their business is the next natural step.  Our Business Development offerings are practical and tangible services that create long term value for clients.

The Complimentary Client Review Meeting

As a valued client, you’ll receive at least one Complimentary Client Review meeting (CCR).  In fact, this is an annual event for a number of our clients.  The CCR is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals.  It also stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you respond effectively.  And of course, it’s an opportunity for our team to identify greater tax efficiencies and asset protection.

Business Planning

A great business planning process gets to the heart and soul of your business.  Upon completion of ‘pre-work’ we’ll have a greater understanding of your vision and core values in order to facilitate a four hour planning session to help you create a clear Business Plan. 

The outcome of this service is to identify and prioritise goals, both short term and long term, create strategies to achieve your goals, enable you to review actual performance against targets and establish a 90 day action plan to address immediate and critical issues.

Importantly, this process eliminates a factor that is all too common in business – procrastination.

The Organisational Review

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

An Organisation Review will help you to build a functional organisation chart, visually defining departments, functions, roles and responsibilities.  We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.

Financial Awareness Coaching

We’ll help you to understand your business better, enabling you to better manage your cash flow.  Good management decisions rely on a sound understanding of the financial implications for your business.  This service involves meeting with us every two months to discuss your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.

Quarterly Business Coaching

As a business owner you can at times feel alone and unsupported, spending little time working on your business and trapped in the day to day technical aspects.  Our quarterly Business Coaching service provides you with increased accountability and support so that you achieve the results you want from your business. The outcomes include increased profitability and cash flow, customised reporting templates to measure actual performance against forecasts and access to an expert sounding board to ensure you continue working towards your goals.

Trust Review

The robustness of family trusts is coming under considerable scrutiny as a result of the recent Law Commission review, resulting in a massive wakeup call for Trustees.  Our Trust Review service examines your trust set up, identifies any administration gaps, ensures your Trust is compliant with legislation and that trustees are meeting their obligations.  

We’ve developed a number of resources and templates to help you to understand this complicated topic and to help you develop an effective Memorandum of Wishes.  Most importantly, this service provides a framework to ensure your Trust is meeting its objectives.

Life Organiser

The Life Organiser has been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death.  It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.

You can simply purchase the Life Organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate.  Upon completion of your Life Organiser we’ll store an electronic copy for you – to be reviewed annually when we meet to discuss your financials. 

Proactive Accounting Meeting

If you’re keen to improve your business performance and financial results but don’t feel you are being supported enough by your current accountant – give us a call.  We’ll arrange a complimentary Proactive Accounting Meeting to review your unique situation and discuss how we may be able to support you. 

During the meeting we’ll identify your burning issues, opportunities and potential tax efficiencies, and establish goals and strategies to achieve them. We’ll also have a strategic discussion around the current and future direction of your entities.

Following the meeting, if required, we’ll prepare a proposal for services, with all costs priced upfront, whether this be strictly for Business Development work and / or compliance.

KPI Improvement Coaching

We’ve developed this service to enable business owners to understand the key drivers in their business.  The better you understand your business, the easier it will be to increase your profits and free up cashflow.

First, we’ll help you establish what your key drivers are.  These may be financial (e.g. gross profit margin), or non-financial (e.g. customer satisfaction ratings).  We’ll teach you how to measure each KPI and set improvement targets.  Once you’re confident measuring each KPI we’ll provide monthly coaching to help you implement a tactical plan focusing on the business processes and behavioural changes required to ensure improvement.

Investing a little time each week and making simple changes can dramatically improve your KPIs, thus positively impacting your business performance and personal life.

These are powerful Business Development services that provide immense value and clarity.

Contact us today on 0800 BUDDYY  for your annual Complimentary Client Review…

Not currently a client?  We’d also be happy to discuss your business at a Complimentary Meeting.

Other advisory services we offer include:

ACC Admin

Making sure ACC levels and codes are correct, that you are not paying too much ACC and that you are covered in the case of an accident.

Advisory Board

Being part of or organising a board in order to guide you in your business.


Analysis and reporting of your results against others in your industry.

Business Appraisal

Giving you an indication on what you business is worth.

Business Health Review

Analysing your results and determining how healthy each area of your business is from a financial perspective.

Business Life Plans

Working with you to determine your goals and plans for the future and setting these down in a plan to follow.

Business Sale & Purchase

Helping you with your business start and purchase- due diligence.


Producing and monitoring your cashflow and offering advice on how to improve it.

Companies Office Admin

Filing your annual return and maintaining your Company Statutory file including all minutes and required resolutions.

Disaster Recovery

Making sure you have systems in place should disaster occur.

Dividend Calc& Prep

Calculation of any dividends and associated tax liabilities.

Family Finances

Helping you get your finances back in line – reducing debt and living within your means.

Financial Reporting

Regular preparation of accounts.

Future Proofing Your Business

Making sure your business is future proofed.  What would happen if you couldn’t go to work tomorrow, key person left, new technology replaced your service/product.

Insurance Health Check

Checking that your insurance is all in order and that you are not paying too much.


Setting monitoring and reviewing of your Key Performance indicators.

Life Organisation Kit/MYP one stop shop

– Wills, Solicitor, Banks

Making sure all your affairs are in order.

Office Policies/Procedure

Working with you to write up your office policies and procedures so if something happens to your office staff you won’t be in the lurch.

Ownership Changes

Streamlining any changes of business ownership including loss continuity and imputation credit implications.

Profit Improvement

Forming an action plan for profit improvement and then making you stick to it.

Regular Finance Meetings

Having regular meetings with you to make sure you are aware of what’s going on with your finances.


Helping you in the case of a business restructure.

Shareholder Agreements

Liaising with your solicitor to prepare shareholder agreements.

Strategic Planning / Planning Day

Running a day session with directors/key staff to determine your strategic position and plan.

Structure Review / Group or Organisation Review

Making sure you business structures are the best they can be for your organisation.

Succession Planning

Working with you to prepare for an exit from your business be it sale, merger, succession to family.

Trust Admin

Looking after all your trust requirements including minutes, resolutions and other documentation.

Virtual CFO

Looking after all your high level reporting and strategic business advice.

Xero Audit

Checking that your Xero coding is correct.