From reviewing your business strategy (if you have one), through to a strategic workshop with you and your management team, we are able to get you on the right track.
Once your plan is in place, we will meet with you on a regular basis to check-in and make sure you are focused on the strategic priorities and provide you with advice on the next steps.
Having a business advisor who will hold you accountable to your plan may be just what you are looking for. Book an appointment to speak to one of our friendly team today.
Financial Management & Reporting
We focus on working with our clients to better understand their business and to provide timely advice that helps them grow.
We act as virtual CFO’s for many of our clients who have “out-sourced” their finance function to us, so we can work in partnership to help them achieve their goals.
Book an appointment to speak to one of our friendly team today.
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.
An Organisational 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.
Managing cashflow is all about your business processes. After preparing a Cashflow Forecast we’ll conduct a thorough review of your processes and identify any potential causes of poor cashflow so that we can treat the underlying issues.
We’ll meet with you on a quarterly basis to monitor, analyse and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise a 90 Day Action Plan to ensure you implement improvement strategies for maximum results.
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.
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.
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.
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.
We’ll begin the half-day Succession Planning session with a presentation providing an overview of important considerations, succession options and processes relevant to your business. We will then work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust Succession Plan.
We’ll then set 12 month goals and quarterly goals and actions to achieve these. As a result, you’ll have a roadmap to guide decision making and ensure your business is in the best position to achieve maximum return on your hard work and investment.
Attendees will complete pre-work to get thinking about their values and vision for the business so that everyone is prepared to gain maximum benefit from the 3-4 hour facilitated session. We’ll then guide you through our structured process to create up to five Core Values with definitions which will underpin the expectations of behaviour within your organisation.
Core Values will make leading and managing a Team and client expectations a lot easier. When your Team live and breathe your Core Values you’re more likely to achieve your business goals. As Peter Drucker once said – ‘Culture eats strategy for breakfast.’
Our Values Based Selling service is designed help you improve your sales processes and increase productivity, efficiency and profit. It will enable you to give price certainty, confidently handle changes in work scope and eliminate fee surprises for you and your clients.
This coaching service will build your knowledge, focusing on powerful sales techniques, writing effective proposals, and defining Terms of Trade. We’ll also help you to create and implement an ongoing Sales Action Plan. Value Based Selling encourages a return that is proportionate to the value you’re providing clients, freeing up time for you to concentrate on other revenue generating activities.
What Clients Say
From reception through to the accountants we could not speak more highly of the Kendons team. They are readily available at all times and most importantly understand our business and work with us for the best outcome.
The Kendons influence was very prominent – they had already been my accountant for 20 years and came up with the name MADINZ – Made And Designed In New Zealand – who said accountants are not creative!
I was introduced to Kendons at a time when I needed real advice on strategy & help & guidance in making intelligent business decisions. I had previously needed to outsource this.
Kendons did the financials but also added the support & hands-on, logical, considered, achievable advice. I felt supported for the first time in a long time.
I feel Kendons take the time to get to understand our business and to understand our people. Therefore, they are head and shoulders above other advisors as they are able to offer tailored advice that adds real value to our business.
Kendons are up there if not at the top. On a scale of 1 to 10 10 been outstanding. Kendons rate 10+. If you want an Accountant who would go to the moon and back with you, then Kendons is your accountant.
My advice is , if you want an accountant that helps you along the way and is not just looking at numbers but explaining in plain english what is important and how to improve business performance, don’t wait, make the change. It can save you a lot of time and money.
It was very easy to change to Kendons. I like their values and modern, partnering approach. This contrasted sharply with previous auditors who did not provide support to implement the necessary changes. The partners are always available and return my calls immediately. We have a friendly relationship and I feel the charging is most reasonable for the work completed.