Business Advisory Services

Our Business Advisory Services are designed to help businesses thrive. We provide expert support to streamline operations, deliver valuable insights, and enhance financial efficiency. With our proactive approach, we simplify your workload, keep you competitive, and drive your business’s ongoing success.

Budgeting / Cash Flow Forecasting

Master Your Budget, Control Your Cash Flow

The techniques we utilise in the formation of financial projections will allow you to consider future scenarios and give you goals to strive for in your business.

In addition to goal setting value, budgets will often improve your chances of acquiring funding as financers often require forecasts as a prerequisite for funding approval. Cashflow forecasting is a vital part of ensuring that your business will always have the cash it needs, because profits don’t pay bills – cash does. In business, there is almost nothing more important than cash!

Cash is the essential ingredient that enables a business to survive and prosper. It is also the main indicator of business health.

There are many types of budgets and we can help you design the right budget for your needs and requirements. Let us show you how a budget and a cashflow forecast are able to provide feedback to allow you to prepare for the future of your business. While a business can survive for a short time without sales or profits, without cash it will die. For this reason the inflow and outflow of cash need to be carefully monitored and managed. Let us show you how!

Business Start-up

Turning Your Vision into Venture

Let us help you turn your business idea into a reality.

If you have a good idea for a new business venture but don’t have expertise in the legal or financial aspects of creating a new business, we can help you:

 

  • Decide on the most suitable structure for your business – sole trader, partnership, or limited company
  • Prepare a business plan, cashflow projections, budgets, and trading forecasts
  • Assess your finance requirements, advise on the best sources of finance
  • Complete any registration procedures with Companies Office and Inland Revenue
  • Deal with company secretarial issues
  • Set up a recording system for your internal use and for complying with statutory requirements
  • Get you setup on Xero and provide training and on-going support.

Management Reporting

Unlock Your Business Potential with Expert Insights

Our aim is to ensure that your business achieves the potential that it’s capable of. We have the know-how and experience to offer advice to help you run your business more effectively.

We are practiced in acting as a sounding board for management, bringing to the relationship years of experience in business growth. We can identify key performance indicators in your business, through which you will see the positive changes occurring with the help of our professional consultants.

Management reporting and regular meetings allows us to check that your business is as competitive, focused, and profitable as it can be. We then offer flexible strategies, designed to address the issues affecting your business.

Let us give your business a health check. Take the practical advice we can give to ensure the continual success of your venture.

Statutory Maintenance

Simplifying Company Compliance for You

Company legislation requires businesses to perform many administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you are complying with the Companies Act 1993.

The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.
At Lock & Partners we are able to relieve this burden for you. Our services include:

  • General advice on company law
  • Company formations
  • Formal company windups
  • Filing of annual returns on your behalf including payment of Companies Office, FMA, IP and XRB fees
  • Preparation of all documentation related to minutes and resolutions
  • Maintenance of statutory books
  • Assistance in changes of directors, shareholders, addresses, and office details
  • Bonus Issues
  • Share transfers
  • Registered Office Facility

Contact us for further information on how we can help you to get back to the task of running your business.

Strategic / Succession Planning

Future-Proof Your Business Today

The pressures of daily business can often mean that business planning takes a back seat – but to have a successful business you must plan ahead.

We’ll help you establish a plan that looks at where you want your business to be in the next 3-5 years and exactly how you and your team can achieve success.

In ensuring the long term success of your business, it is also critical to establish a well-designed succession plan. Coordination of the transition of your business to your successors can be an arduous process. However we can help address the complex issues of business continuation, taking the stress off your shoulders.

Contact us for more information on forming a plan that allows for a hassle free continuation of your business.

Xero Support & Training

Xero Made Easy with Expert Guidance

We can provide support and training in all aspects of Xero. Our accountants are all Xero certified advisors meaning they keep up with updates, new features, and use Xero daily themselves. We can provide one-on-one training sessions and phone and email support for your queries.