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Getting Started 

Business Startup Course.  "You don't know what you don't know"

This course is for new start-up businesses that have begun or about to begin trading and want training to become confident and efficient administrators of their businesses as it relates to all things business to ensure you have it right from the start.

The course consists of five x 1-hour sessions over 2 months and covers a variety of topics, customised to the business.

You may also be eligible for some funding. Here are some links for you to check. Self-employment start up payment or Business Training and Advice Grant

Topics and benefits:

  • Working through business expenses (1 session) – Identifying which claim method works best for your business, education around what types of expenses are deductible for your situation, fixed assets, expenses, what has GST and what does not. Understanding invoices, what should appear on your invoices.
  • Getting the best out of Xero  (2 sessions) – Reconciling transactions, best practices, GST returns, payroll and PAYE returns, recording bills, ensuring you have correct documentation, reports and tips & tricks.
  • Understanding business setup, Tax saving planning (1 session) – Working through an understanding the value of saving for tax, GST, cashflow management and the 7 ways to avoid poor cashflow. How many bank accounts you should have in business. 
  • Cashflow plan example  (1 session) – Run through a sample cashflow plan, review where you are at in the business start-up process to identify any further support needed and an opportunity to address anything you want to cover from the sessions.

Investment $2000

Business 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

The session consists of six x 1-hour session and is held at a time that suits you.

Topics and benefits:

  • 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!

Investment $2500 

Business Owners Training

This session is for those that have been in businesses for a number of years however want to be confident and efficient in their businesses as it relates to all things in business as you grow and start to feel slightly overwhelmed.

The session consists of one x 2 hour session and covers a variety of topics, customised to your business. This is held in the afternoons.

Topics and benefits:

  • Working through your business –Improve your decision-making confidence, understand more than just your numbers to stop the fishtail effect on your business.
  • Understanding Xero  – Reconciling transactions, best practices, producing reports, GST returns, payroll and PAYE returns, recording bills, ensuring you have correct documentation and tips & tricks.
  • Understanding business best practices, Tax planning  – Working through an understanding the value of saving for tax, GST, cashflow management and the 7 ways to avoid poor cashflow. How many bank accounts you should have in business. 
  • Cashflow example   – Run through a sample business cashflow, provide an insight to additional support available. Review Now, How, Where scenario
  • What resources do you need  - We can help you with multiple services, lets chat about these and put you in touch with others that can help also. Identify any further support needed and an opportunity to address anything you want to cover from the sessions.

Investment $650

Office Staff Training

This session is for office managers/administrators that work in any business as it relates to all things business as you only know what you know.

The session consists of one x 2-hour session and covers a variety of topics, tailored to your business. This is held in the mornings.

Topics and benefits:

  • Working through your business expenses  – Education around what types of expenses are deductible for your situation, fixed assets, expenses, what has GST and what does not. Best practice around invoices/bills and what documentation to attach.
  • Xero Tips & Tricks – Reconciling transactions, best practices, producing reports, GST returns, payroll and PAYE returns, recording bills, ensuring you have correct documentation and tips & tricks.
  • Understanding business best practices – Working through an understanding best practices around invoices, bills, GST reconciliations, what should appear on your invoices, month end best practice plus much more. 

Investment $450

Tradie Business Review Service

Business Training Services

This service is for all Trades and is held in our offices, or onsite at yours or held remotely and in your data file. We will review your data, have a conversation and guarantee we will find a way to streamline systems and find a tip for you as a take away.

The session consists of one x 2-hour session and covers a variety of topics, tailored to your business. This is held at a time that suits you.

Topics and benefits:

  • Working through your Xero business file  – Education around what best practice around invoices/bills and documentation.
  • Understanding business best practices – Best practices, ensuring that you are charging everything you should be, what is included in your P&G, overheads, gross profit, margin vs markup.
  •  Knowing what is included in your staff rates– Working through an understanding best practices around what is included in your staff hourly rates, PM fees, downtime and difference between profit & cash.
  • Pricing how to tips - Lets discuss what you are charging, are you missing anything, tips and ideas on best practices.
  • Where to next - Identify any further support needed and an opportunity to address anything you want to cover from the sessions again.

Investment $569.25

Business Review Service

Business Health Check

This service is offered to all businesses and is held in our offices, or held remotely and in your data file. We will review your data and guarantee we will find a way to streamline your systems or the session is free.

The session consists of one x 2-hour session and covers a variety of topics, tailored to your business. This is held at a time that suits you.

Topics and benefits:

  • Working through your Xero business file  – Education around best practice around invoices/bills and documentation.
  • Xero Tips & Tricks – Reconciling transactions, best practices, producing reports, GST returns, reporting, recording bills, ensuring you have correct documentation and tips & tricks.
  • Understanding business best practices – Working through an understanding best practices around what you are charging, business costs, cashflow, GST reconciliations, month end best practice plus much more.  Identify any further support needed and an opportunity to address anything you want to cover from the sessions again.

Investment $569.25

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