Business life planning
Understanding of what drives business value and address the growth and succession issues through a process of critical assessment. You will get a clear understanding of where you are, where you want to be and how to get there.
Your business life plan will access current performance, business value growth strategies, work/life balance and succession plans, while documenting strategic goals and action plans, your business valuation, provide you with timelines and ongoing support.
Business Life Planning is a NZTE approved service.
Regular financial reporting gives you the ability to take corrective action as problems occur. It gives you the ability to financially manage your business on an ongoing and regular basis and gives you real control.
We can oversee or complete the accounting data entry work for your business, regularly check key accounting controls including bank, debtors, creditors and inventory reconciliations, prepare accrual journals and regular financial reports including Profit and Loss Report and Balance Sheet.
Management Accounting is a NZTE approved service.
Projected cashflows & budgets
Assess a new business or project, predict cashflow problems before they occur, provide your bank the information required for loans, plan for tax and track actual against forecast performance.
We recommend annual preparation of 2-year projected cashflow and budget forecasts as an essential element of effective financial management
Projected cashflows and budgets is a NZTE approved service, talk to us about whether you qualify for funding.
Strategic business valuations
Business valuations are an effective strategic planning tool, helping you understand what drives business value and how to impact it.
Our easy-to-understand indicative business valuation can forecast or provide you with a target valuation and a quick and effective way of tracking it period-by-period or year-on-year.
At B&J we believe business owners should be tracking and reviewing their business value on a regular basis.
Succession planning & sale of business
Succession planning is the key to protecting, growing and realising the maximum value for your business and important for those relying on the sale of their business to fund their retirement or future projects.
Identifying and developing potential successors and preparing a business for sale can take time so we starting on your succession plan as early as possible.
We provide a complimentary Growth and Succession Planning Assessment consultation and will recommend the timing and type of plan you may require.