A Business Plan sets the future direction for your business. During our four-hour Business Planning session, we’ll help you set solid and realistic goals for your business and determine the actions you need to take to achieve these. You’ll set your revenue targets for the year including the first quarter, create Key Performance Indicators, and identify the opportunities and vulnerabilities in your business.

It’s crucial that you track how you are measuring against your Business Plan and Cashflow Forecast in real time. We’ll meet with you quarterly to bring your reports to life, compare your forecast to actual results, and implement basic cashflow maximisation strategies. We’ll make sure you understand your Cash Conversion Cycle and identify the likely causes of any cashflow problems within your business. We’ll also hold you accountable and provide support to keep you on target towards achieving the goals you’ve set in your Business Plan.

Don’t wait for the bank to ask you for a Cashflow Forecast. It’s essential that you understand the expected cash inflows and outflows in your business. A Cashflow Forecast allows you to monitor and maintain your cashflow on a monthly basis. It gives you control over the cashflow in your business, and helps you identify how much you need to set aside for tax. A Cashflow Forecast is critical to the survival and growth of any business.

Succession planning allows you to transition your business to new ownership in a managed and systematic way; reducing stress while achieving a greater outcome. It’s not just about extracting maximum value from your business.If you were hit by a bus tomorrow, how seamless and pain free would the immediate transition be - both for your business and for those who rely on it? We will work with you to develop your Succession Plan by identifying your succession options, clarifying your objectives - considering business, personal and family expectations - and defining the steps you’ll take to achieve them.

The robustness of family trusts is coming under considerable scrutiny as a result of the recent Law Commission review, resulting in a massive wake up call for Trustees. Our Trust Review Service examines your trust set up, identifies any administration gaps, ensures your Trust is compliant with legislation and that trustees are meeting their obligations. We’ve developed a number of resources and templates to help you understand this complicated topic and to help you develop an effective memorandum of wishes. Most importantly this service provides a framework to ensure your Trust is meeting its objectives.

We’ll help you to understand your business better, enabling you to better manage your cash flow. Good management decisions rely on a sound understanding of the financial implications for your business. This service involves meeting with us every two months to discuss your financial results. Teaching you to produce and interpret your own customized financial reports on a monthly basis.

• Financial statement preparation
• Monthly & quarterly management reporting
• Bookkeeping 
• Accounting system setup & support
• Business structuring
• Professional valuations
• Business valuations
• Matrimonial asset valuations
• Companies office admin

• Annual financial reporting
• Preparation of all types of tax returns
• Tax advisory services
• GST
• PAYE
• Fringe benefit tax
• Tax payment reminders & estimates
• Taxation structure
• IRD liaison
• Management of your tax account with IRD

Xero

Xero’s online accounting software is designed to make small business easier. From reclaiming your time, to reconciling in a moment, Xero is simple, smart and helps you run your business on the go.

Tradify 

The job management solution for tradies & contractors. Easy to learn, simple to use. Malloch McClean are Platinum Partners in Tradify.

Receipt Bank

Receipt Bank lets you say goodbye to chasing and data entry. Spend more time growing your business.

Figured

The complete online crop & livestock tracking, farm budgeting & forecasting tool that works hand-in-hand with Xero.

• Customised payslips
• Administration of PAYE
• IR-Filing to the IRD 
• Summaries and analysis of staff costs
• Administration of incentive schemes, bonuses and termination payments
• KiwiSaver and Employer Superannuation Contribution Tax
• Tracking of all Annual, Sick & Statutory leave