How an engagement runs

Financial management advisory works best when both sides know the sequence. This is the path we use for most Auckland and remote New Zealand clients.

1. Discovery call

   A short conversation about your business type, bookkeeping setup, and the pressure point — payroll Fridays, GST, slow debtors, or owner drawings. No fee for this first call.

2. Numbers intake

   You share recent bank exports, aged receivables, and the GST calendar you already follow. We flag gaps before any paid session so time is not wasted hunting files.

3. Working sessions

   In person at Level 13, 29 Shortland Street, Auckland 1010, or by video. We build the cash map, margin brief, or pay structure live with you — not as a surprise PDF later.

4. Written deliverable

   You receive a plain-language summary: what moves money, what to change this month, and what to watch next quarter.

5. Review cadence

   Stewardship clients keep a monthly standing review. Project clients can book a quarterly health check when the first wave of changes settles.

What we need from you

• Honest owner drawings (even the messy ones)
• Access to someone who can export reports within a week
• A decision-maker on the calls — advice stalls when only a bookkeeper attends without authority

What we will not do

• File tax returns or act as your chartered accountant
• Promise funding approvals from banks or lenders
• Install or sell accounting software

When you are ready, browse consultations or request an advisory call.