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Client 1

Hospitality client

  • We had an initial meeting to determine what was and what was not working in his business. (had already setup tracking in business)
  • Looked at current systems and ran reports for periods to determine a plan regarding a product/s we were looking at in particular.
  • Met to discuss some outcomes and recommendations.
  • Round table meeting with staff and completed an open meeting analysis.
  • Held a team SWOT as this worked for him and his team.
  • Completed and sent review report on findings.
  • Followed up with regular meetings and reports.
  • Have contracted out some more services to us.
  • Regular monthly reports and cashflows vs budgets created. 

Business has since been sold which is something the business owner never thought possible and would not have been had we not held Financial Awareness Coaching sessions with him.

Results:

The client has more support in the business. knows the opportunities and bottlenecks and the business has now grown even with a product removed.

His gross profit in one month increased by 95.31% and net profit from -$(1671) to $13,278 in one month!

After 6 months the business was in a position to be sale-able after not being attractive for sale previous to this for over 18 months.

Although losing a client was sad, it was so pleasing to see him succeed and sell his business and move onto other ventures.

Client 2

Builder Client 

The phone call I received from his accountant was an SOS call! The client said he called 0800 help and he got me at the other end of the phone. When we started working together, things were quite frankly a mess. 

He was unsure of how he was going to be able to afford to pay his GST and there were suppliers to pay and other payments piling up as they fell due. So we got to work to help immediately.

He was unsure what to pay and what was due when. It wasn’t clear on what was owed to him and if he was even making money on the jobs.

So as a solution we:

  • Setup regular meetings and phone calls.
  • Setup office procedures for him so we had invoices and receipts flowing into Xero.
  • Started to track his jobs in Xero and assigning costs.
  • Revised his hourly charge out rates and clients he was currently charging labour only to and showed the lack of value in these jobs.
  • Appraised his reporting and overheads as well as his debtor and creditor days.
  • Appraised where he was now and where he wanted to be – short term, medium and long term goals.
  • Wrapped it up with accountability and a support network.

Results

Now, 5 years later, he has purchased his first home, married and has a wee family. Business has expanded and he has let go of the clients who were not paying him, but costing him. He is out of the red, and has signed on a massive building contract that he never thought was possible. His growth is more than he thought ever possible, he has a team around him that he can trust and we are still working with him on a day to day basis.

Along the way there have been challenges which we have all worked through. Advice is always available as to what he could use in line with his business package as his business grows. Time taken to check these, liaising with his accountant and anyone else involved as and when required are part of the service we offer also.

Business Development

Client 3

Conservation Client

Stuck and wanting to grow and not knowing how or where to start, we held a business planning session over 3 sessions. The outcomes included clarity around the business, goals, one page business plan and a real direction on who his ideal customers are.

Client testimonial 

"I have been in business for 3 yrs and have been working with Leah and her team at Beyond Your Numbers for almost all of that time. Conservation work and running a business is all about people and having a team to work through the challenges that arise. Leah and her team are part of the MAD Conservation Services team and have been instrumental in helping with all the challenges that can come with running a business.

By having a Business planning and goal setting meeting with Leah, this enabled me to unload some my heavy thoughts/burdens and put me to task by holding me accountable for the tasks that I need to get achieved. As a sole business owner, you often get caught up in your own way of doing things and often forget certain tasks, so having Leah and her team at Beyond Your Numbers backing me up along the way, I feel a lot more confident in myself, in my business, my aspirations and in the growth that will come from it.

Since the Business Planning and Goal Setting session, I have managed to upscale my business and now have had a large contract land at my doorstep which will enable me to continue to grow my business and continue Making A Difference to our natural environments here in Nelson Tasman".

Results

Since the Business Planning and Goal Setting session, I have managed to upscale my business and now have had a large contract land at my doorstep which will enable me to continue to grow my business and continue Making A Difference to our natural environments here in Nelson Tasman".

​Other Clients - Success!

We have other clients that are similar to this that have required business development services, who have had different challenges and requirements so we are able to help them however in different ways. These wrap around Advisory services Nelson are designed especially for you and have made an immediate impact on these businesses we have worked with. So, for more information on how we have helped others and can also help you, Book now with Leah  and lets gets this conversation started.

Business Development