Service
Business Advisory
Strategic guidance that turns your business challenges into growth opportunities.
Sometimes what a business needs isn't another specific service. It's a sounding board and expert advice that goes beyond the numbers. This is where we move beyond traditional compliance work to unlock strategic potential. We help you understand your growth, your cashflow and your capital management. Most importantly, we focus not just on what your numbers mean historically, but what they could mean for your future.
Our partners and their teams have solved countless business problems over the years, and that experience becomes your advantage.
Got a business challenge that needs strategic thinking? Let’s talk about how you can turn it into an opportunity.
OurBusiness Advisorycapabilities
Our Business Advisory capabilities are as follows. Refer to our Capability Statements to see how we execute to meet your business needs.
The strategic advantage
Many businesses work with accountants for years doing traditional compliance work, then spend significant money elsewhere for strategic advice. They don’t realise their existing accounting team could provide both. One of our clients had been with us for over 20 years, then paid someone else $5,000 a month for strategic business insights they could have been getting all along from us.
There’s always a compliance need. Filing tax returns, preparing accounts, the bread-and-butter stuff. But if you’re reading this, you’re probably part of that core group who wants to understand what those numbers mean and what they could mean going forward. You want to understand what drives your business, where you could make improvements, and how to extract the most value.
Real results from strategic thinking
Some businesses are running an emergent technology business, using crowdfunding while ensuring you’ve got the right structures for long-term success and future investor opportunities. Others are established business owners looking at succession, selling, or passing their business to the next generation. They want to understand what their business is worth and what needs to be done over the next few years to maximise that value.
Take the family engineering business that came to us. Three generations of “that’s how we’ve always done it”, had outdated systems and unclear succession plans. After restructuring their entire operation, implementing cost tracking, and creating succession plans that protected both business legacy and family relationships, they increased profitability by 40% within eighteen months and had clear pathways for the next generation.
Or consider the property developer who was drowning in compliance across multiple entities. After streamlining their structure, automating their reporting, and creating cash flow forecasting, they secured significant funding for their next project.
Ready to unlock your business’s strategic potential? Contact UHY Haines Norton today to arrange a discussion about your specific challenges.
The collaborative method
What really sets our approach apart is understanding what's important to you. It becomes much more than figures and transactions. This is about knowing what's happening in your family, what your retirement dreams look like, and what success means to you personally.
These relationships often span decades. When clients have worked with one of our advisors for 25+ years, following them through multiple practices, it’s because they value the relationship over the transactional details. This personal approach matters. These become relationships where we share stories, family milestones and achievements alongside your business milestones.
Your best strategic advice comes from advisors who understand your business and your goals, not just the spreadsheets.
A significant part of our advisory work involves helping you embrace modern technology. When you use cloud-based systems like Xero, you get real-time information rather than waiting 12 months for historical data. This allows your advisors to provide much more relevant and timely strategic guidance.
Many business owners can feel overwhelmed by the array of software options available, whether you need trading systems like Fergus or farm-specific solutions. It’s about understanding business needs and matching them with the right technology solutions that serve strategic goals.
Six ways we drive your success
- Better Reporting Better Management
Transforms your data into meaningful insights that improve decision-making and show where you're winning. Read more.
- Cloud Accounting & Technology Implementation
Gets your business online with the right systems, guiding you through setup and change management. Read more.
- Going into Business with Others
Protects partnerships with clear agreements covering roles, responsibilities, and exit strategies before problems arise. Read more.
- Managing Your Balance Sheet
Helps you understand cashflow, manage debt levels, and make informed decisions about your financial position. Read more.
- Strategy, Budget & Cashflow
Creates your business roadmap with realistic budgets, forecasts, and key performance indicators for success. Read more.
- Your Business Adviser Services
Provides ongoing quarterly reviews and strategic guidance as your regular sounding board for growth. Read more.
Curious about which advisory services would accelerate your business success? Let's discuss your specific opportunities.
The strategic pitfalls we help businesses avoid
Some promising businesses nearly collapse because they didn’t understand R&D tax credit obligations, missing out on $150,000 in legitimate claims. Ambitious entrepreneurs sometimes choose the wrong business structure early on, creating expensive complications when they want to attract investors later.
If you’re going into business with partners, it might start with good intentions and great friendships, but without proper shareholders’ agreements, disputes can destroy both relationships and businesses. You need to understand what happens in the event of disagreements and how shares are valued if there’s ever a parting of ways.
Many do not understand basic concepts that accountants take for granted. How current accounts work in the business, or what the balance sheet actually tells you about your financial position. These knowledge gaps can lead to poor strategic decisions and missed opportunities.
Your success, our commitment
- Expert advice that supplements your capabilities.
You know your field of expertise inside out. Regular reviews of your business KPIs and cashflow provide timely strategic advice that keeps your business on track and growing.
- Beyond compliance to strategic growth.
Your accounting and tax compliance are handled, but your business can also access the strategic services needed to grow and adapt to changing environments. It's having the right advice when you need it.
- Cashflow and capital management support.
Managing cashflow and capital might not come naturally to you. You'll get the support services and tools to ensure that growth has a positive impact on your business, not a negative one.
- Successful business relationships.
If you're going into business with others, you can benefit from our experience helping many business relationships function successfully. We'll help ensure the relationship is good for your business too.
How we work together
Your strategic journey starts with understanding what you want to achieve and what your next steps look like. You’ll work with our advisors who help you understand what drives your business and what needs to change to improve its value and performance.
Our approach is collaborative. We aren’t consultants who disappear after delivering a report. We become part of your strategic thinking process, providing ongoing guidance as your business evolves and new challenges emerge.
You’ll have access to our full range of expertise, from traditional accounting foundations through to sophisticated strategic planning, all delivered through relationships built over years of genuine partnership.
Ready to transform your business challenges into strategic opportunities? Call us and connect to possibility.
Ready to get started?
Connect with UHY Haines Norton Auckland and discover what's possible for your business.
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