For Small Businesses


BUSINESS DEVELOPMENT SERVICES

Our Business Development offerings are practical and tangible services that help to create long term value.  Business Planning is a great starting point.

Initial Business Review

Feeling a bit stagnant or stuck?  Are you keen to improve your business performance and financial results? 

Often getting a third party perspective, having someone to talk to for an hour, is enough to give you the clarity and motivation to push forward again.  The Initial Business Review is an opportunity for us to review your unique situation.  During the meeting we’ll identify your burning issues, opportunities and potential efficiencies, and establish next steps to get you going on your way to achieving them.  We’ll also have a strategic discussion around the current and future direction of your existing entities.

Following the meeting, if you feel I may be able to support you further, I will prepare a proposal for services, with all costs priced upfront and multiple payment options.

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Business Planning

Success is about planning.  I want to help you achieve success.

Would you like:

  • To increase the level of growth, profitability and cashflow in your business?
  • Support to unlock your business potential?
  • A clear outline of what you need to do to unlock this potential?
  • A document against which to measure your progress?

A great Business Planning process gets to the heart and soul of your business. 

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.

Any time is a good time to complete a Business Plan.  However it is particularly relevant at the start of a new financial year.  If you are contemplating a major change in your existing business or entering a new venture, a Business Plan is crucial.  You will also be required to have a Business Plan to support any financial applications.

Importantly, the Business Planning service eliminates a factor that is all too common in business – PROCRASTINATION.

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Organisational Review

Are you overwhelmed by the number of different tasks you’re trying to manage in your business?

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.  

In order for a business to run effectively and efficiently there needs to be a clear Organisation Chart, which visually defines departments, functions, roles and responsibilities.  Not only for the current structure, but also for one that is scalable for future growth.

  • As a business owner do you find you are wearing too many hats?
  • Do you have clearly defined departments and functions within your organisation?
  • Does every employee have clarity about their role and responsibilities?
  • Do you have job descriptions for every role in your organisation?

Let me help you re-distribute the tasks that are slowing you down, giving you more time to do the things you love.

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Quarterly Coaching

Are you keen to find new strategies to improve performance and overcome business challenges?

As a business owner you can at times feel alone and unsupported, spending little time working on your business while being trapped in the day to day technical aspects.

  • Are you keen to find new ways and strategies to improve performance and overcome business challenges?
  • Would you value having a regular forum with an independent third party to discuss your burning issues and opportunities?

This coaching programme consists of quarterly meetings. I’ll help you review your results, clarify areas where you can improve, set 90 day goals and identify strategies to achieve them.

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XERO ACCOUNTING SOFTWARE SERVICES

Do you want an accounting system that is easy to use.  Do you want to understand your real-time cash position?  Do you want to take the guess work out of critical business decisions? 

Xero is cloud-based software, which means as long as you have a good internet connection, you can be at the bach or crib reconciling your accounts, generating invoices or running reports.  Xero is widely used by businesses who value their time, that want to keep their finger on the pulse of their business, gaining real time critical financial information that can take the guesswork out of pro-active business decisions.

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Xero Conversions

Time for you to start or change to an online accounting software system?

Like all software systems, Xero adheres to the RIRO rule.  (Rubbish in Rubbish Out).  So if you are serious about getting fast accurate financial information, let me help you get the “bones” of your Xero system right for you and your specific business needs.  Buying a subscription Xero package “off the rack” will only give you the most basic Chart of Accounts and being a generic version is not specific to your industry or reporting needs.  Worst of all, you may well be paying up to $30 more a month for the privilege.

As a Xero Partner, I can provide you with a broader range of package options for less than half the normal monthly Standard Business Edition subscription price.

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Xero Training

New to Xero and need to get the basics sorted?  Or, you are currently using Xero, but know there is more to it? 

I can help you unlock the full potential of you and your team by guiding you through the multiple functionalities of Xero.  I will tailor training to what you and your business model would most benefit from, gaining you precious time to do the things that truly matter.  Depending on your location, I can come to you and your team, you can to my training rooms or we can conduct training via an online meeting system.

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MORE SERVICES COMING SOON

Find Simonne on LinkedIn

+64 9 215 5337

+64 27 448 7031

simonne@uptraining.co.nz

 

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