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Business Development Services Nelson

A Business Planning session will require you to take time out from day-to-day activities in the business to focus on the business.

Together we will review your past performance and clarify future direction. You will set solid and realistic business goals and define strategies for achievement. At the end of the session, you will have a 1 page Business Plan which will act as a map to ensure you are on course for success. 

The key issues covered and process:

  • Discussing and setting both personal and business goals for the next 12 months
  • Discussing and agreeing on an action plan with strategies to support achievement of goals
  • Identifying Gross Revenue Targets and Key Performance Indicators
  • Identifying opportunities and vulnerabilities in your business that need to be managed
  • Establishing a 90 Day Action Plan to address immediate critical issues
  • Use your Business Plan as a basis for you to set team members’ individual goals / targets 

When should I have a session?

Any time is a good time to develop a Business Plan if you don’t have one, however it's particularly relevant at the start of a new financial year.  If you're contemplating a major change in your existing business or starting a new venture, a Business Plan is crucial.  You'll also require a Business Plan to support any financial applications

Contact Leah at Beyond Your Numbers to discuss the preparation of your Business Plan.

Financial Awareness Coaching

The better you understand your business, the easier it will be to make more money and improve cashflow.

Financial Awareness Coaching is a great starting point for you to gain confidence and important business knowledge to successfully lead and manage your business as well as an important investment for you personally - and for your business. 

This service enables business owners to fully understand and interpret their numbers, therefore gaining a strong foundation on which to manage their cashflow and grow their business


  • Get clarity:  First we’ll identify where you’re winning & losing. Dig deeper to see what’s really going on so we know exactly where you are. Then we’ll get clear on where you want to go & how to get there. This could be services or products based.
  •  Get the right tools:  Now we’ll make a game plan that works for you. Beyond Your Numbers is built on experience, over 25 years of it. Using what we know working with businesses, we only use strategies proven to generate consistent results.
  • Get complete control:  A practical understanding of your numbers and beyond so you get control over where your business is heading. We’ll set up simple guides to understand your business beyond your numbers. When you know what’s going on with your financials, there’s no guesswork on where you’re making money, allowing for smarter decision making.
  • Get results:  You can expect results that are measurable & clear to you. To ensure this, we’ll focus on the most foundational drivers of profit. So you finally start making the money you should for your hard work.

If you want to truly understand how much profit you’re making and the variables that can improve this – You need this!


  • Will help you to understand your key financial reports.
  • Ensure accuracy going forward.
  • Ensure a clearer format to aid decision making.
  • Make informed decisions with better understanding of the financial implications.
  • Manage and monitor your cashflow effectively, as well as your debtors and creditors.
  • Begin to understand other information you may need to capture monthly.
  • We will help make sense of all the moving pieces: profitability, marketing, sales, your team, your time and systems. Learn to evaluate your overall performance, forecast the future.

From here you’ll attend bi-monthly meetings with us to discuss and review your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.

By undertaking Financial Awareness Coaching you’ll develop the knowledge and skills to identify burning issues and address them effectively.  We’ll even help you identify areas where you could save time on admin tasks that can easily be automated or delegated.

Contact the team at Beyond Your Numbers and we’ll help you take control of your financial situation.