Our Services

Business Advisory

At MyTaxCA, our Business Advisory services help New Zealand business owners move beyond compliance and use their financial information to make better decisions. We focus on improving profitability, cash flow, and long-term business performance through practical, forward-looking advice. 

Profitability, Cash Flow & Performance 

We help you understand what drives profit in your business and where improvements can be made. This includes analysing margins, managing costs, and improving overall financial performance. 

We also provide cash flow forecasting and budgeting support so you can plan ahead, stay in control, and avoid financial surprises. 

Strategic Planning & Growth 

We work with you to set clear business goals and build a practical plan to achieve them. This includes growth planning, financial forecasting, and helping you make confident decisions around investment, hiring, and expansion. 

Our focus is to give you clarity on where your business is heading and how to get there. 

Lending Support & Due Diligence 

We support you when dealing with banks and lenders by preparing financial information in a format they understand. We understand banking language and what lenders look for, helping you present your business clearly and professionally to improve funding outcomes. 

We also assist with business due diligence when buying, selling, or investing in a business, helping you understand financial risks, validate assumptions, and make informed decisions with confidence. 

Solutions:

Financial Health Review

Understand where your business stands today with a comprehensive review of profitability, cashflow, financial performance, and growth opportunities.

KPI Dashboard

Monitor the numbers that matter most, including sales, profit margins, wages, cashflow, and business performance, through a clear and easy-to-understand dashboard.

Cashflow Planning

Stay ahead of future cash requirements with cashflow forecasts that help you plan confidently, manage risks, and support business growth.

Strategic Review Meetings

Regular business advisory meetings to review performance, discuss challenges and opportunities, and keep your business focused on its goals.

Growth Roadmap

A practical plan with clear financial targets, priorities, and action steps to help your business grow sustainably and achieve its long-term objectives.

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Common Questions about Business Advisory

Do I need business advisory if I already have an accountant?

Yes. Traditional accounting focuses on compliance, while business advisory helps you improve cashflow, track KPIs, and make better forward-looking decisions to grow your business.

What does business advisory include?

It typically includes KPI dashboards, cashflow forecasting, financial health reviews, and regular strategy meetings to help improve profitability and performance.

How much does business advisory cost?

Pricing depends on the size and complexity of your business and the level of support required. Most clients prefer a fixed monthly fee so they have ongoing access to advice without unexpected costs.