Financial Management & Reporting

Everything you need to get your business growing.

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If you want to get somewhere, it’s best to follow a map. And for your company, that map is a business plan. Our in-depth process gets to the heart and soul of your business. Understanding your vision and values, and helping you identify goals, create strategies, and review performance. Ultimately leaving you with a clear-as-day one-page business plan.

If your business isn’t ready for an in-house CFO just yet, we’re here to help plug the gap. Partner up with us, and we can work together to help you achieve your financial goals.

A well-structured business means better productivity, and often higher revenue. Get a helping hand defining your team’s roles and responsibilities with a PKF Kendons organisational review. We’ll help you build an organisation chart that visually lays out the functions, roles, and responsibilities of each department. So you can structure your business in a more sustainable, scalable, and eventually saleable way.

Get under the skin of your business, and learn how to understand financial implications and better manage your cashflow, with our financial awareness coaching. We’ll meet every two months to talk over your financial results – with the goal of helping you learn to produce and interpret your own monthly financial reports.

Cashflow can make or break a business. So meet with us quarterly to monitor, analyse, and adjust key drivers. We’ll review your processes, fix any underlying issues, and arm you with a 90-day action plan. All so you can improve your cash conversion cycle, predict large cash outflows, respond better to changes, and boost your cashflow. 

The more you understand your business, the more it can achieve. KPIs are the gateway to learning what makes your business tick. We’ll help you identify your business’s key drivers, and discuss how to measure KPIs and set targets. Then our monthly coaching will help you put the plan into action, making simple changes to massively improve just about every part of your business.

If you’re not sure your current accountant is quite right for you, give us a call. We can book you in for a proactive accounting meeting, where we’ll talk about your situation and how we can help. Then if needed we can put together a quote and a proposal, based on your business’s unique goals and opportunities.

Being a business-owner can feel a bit like being a lone ranger. Give yourself the support, accountability, and advice you need with our quarterly coaching. With an expert sounding board on hand, you can see increased cashflow, better performance, and a clear pathway to achieving your goals.

The recent Law Commission review has given family trusts and trustees a bit of a shake-up. So it’s well worth taking the time to review your trust set-up, look for any gaps, and make sure it’s compliant with recent legislative changes. We can set you up with resources, templates, and a framework that’ll help make sure your trust is all above board and meeting its goals.

We’ve designed the Life Organiser to help get your affairs in order, and make things easier for your loved ones should anything happen to you. It covers personal, financial, property, insurance, and business details. You can either buy the Life Organiser and fill it in yourself, or arrange a review meeting and let us manage the process for you.

Thinking about where you see your business heading in the future? Whether you want to grow, sell, or hand your business down to the next generation, a solid succession plan will help make that vision a reality. We’ll work with you on a half-day planning session, then create a robust succession plan that covers every key factor. From there we’ll set 12-month goals and actions. Giving you a clear roadmap, and helping you get the best return on your business possible.

Core values make your business who it is. They’re its identity, vision, and culture. If you’re not sure what yours are, that’s where we can help. We’ll facilitate a half-day session, guiding you through a process to create five core values for your business. Those values will then underpin everything you do, and guide your team to interact with their clients – and each other – in a way that truly captures the spirit of your company.

The majority of business owners are great at what they do, but have never had any formal sales training. That can make it tricky to articulate your value to potential customers. Our values based selling service is designed to help you improve your sales processes, and revolutionise your productivity and profit. Our personal coaching service will arm you with an ongoing sales plan – building your knowledge and confidence, and ultimately freeing you up to concentrate on other key areas of the business.

Keen to give your business the Kendons difference?  Let's Talk