Financial Awareness Coaching

The better you understand your business, the easier it will be to
make more money and improve cashflow.

Management decisions rely on a sound understanding of the financial implications for a business. We have developed this service to enable business owners to fully understand and interpret their numbers, so they have a strong foundation on which to grow their business.

Who should attend?

If you are passionate about your operation and want to better understand your numbers. The focus of each meeting will depend on your needs, objectives and business direction. By attending Financial Awareness Coaching you will:

  • Receive independent advice
  • Gain knowledge of key accounting concepts
  • Access the collective wisdom of our accountants,systems, products and services
  • Receive ongoing phone support to address issues between sessions

Benefits of Financial Awareness Coaching

Anytime is a good time to start understanding your financial reports in order to improve business performance. The sooner you start Financial Awareness Coaching the better your understanding of financial results and their implications and the more control you will have over outcomes.

  • Enables you to understand your business better
  • Ensures accuracy in your financial reports by ironing  out any existing errors
  • Provides better management and monitoring of your cashflow
  • Provides customised reports to ensure the right information is being provided in a format that makes decision making easier
  • Gives you better understanding of the financial impacts of decisions, allowing you to make informed decisions
  • Provides you with independent financial advice
  • Holds you accountable for progress at each meeting by reviewing your reports and recording actions that need to be achieved before the next meeting
  • Identifies burning issues that need to be addressed
  • Gives you access to the collective wisdom of GECA CA; its systems, products and services
  • Provides phone support to address any burning issues between meetings

About Financial Awareness Coaching

You’ll attend bi-monthly meetings with us to discuss and review your financial results,culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.

By undertaking Financial Awareness Coaching you’ll develop the knowledge and skills to identify burning issues and address them effectively.

We’ll even help you identify areas where you could save time on admin tasks that can easily be automated or delegated.

What is involved?

The focus of each meeting will change and progress depending on your needs and objectives. You will:

  • Develop an understanding of your key financial reports
  • Gain knowledge of key accounting concepts
  • Learn how to report on cashflow and profit
  • Begin to produce your own customised reports on a monthly basis
  • Understand how to better manage your debtors and creditors
  • Learn how to monitor income and expenses throughout the year
  • Find ways to save time on admin tasks that could be automated
  • Identify weaknesses/areas to work on between meetings to get better results
  • Iron out any existing errors (formats, coding, analysis, timing differences)
  • Start to understand other information you may need to capture monthly (e.g. stock, debtors, creditors) and how to do this easily

This Workshop has qualified for the NZTE Capability Development Voucher Scheme. Please enter your voucher details when making your booking. We will verify your voucher with the Issuing Regional Partner before confirming your place on the course. For more information on the NZTE Capability Development Voucher scheme or to find your local Regional Business Partner click here


Financial Awareness Coaching Offer – 50% Discount!

This bi-monthly coaching is valued at $895 +GST. Call today and receive our
new promotional offer of $495 +GST – Phone 0800 758 766.

Financial Awareness Coaching Enquiry

    Fill out this form or call us now on 0800 758 766 to discuss this service.

    Proven expertise across all areas of your business

    What our client say

    • We worked with Giles to create an Organisational Structure to allow us to step back from the day to day business operations and focus on strategy and governance.  This identified the need for a CEO and Giles was able to help with all aspects of the CEO recruitment process. His corporate skills and experience were instrumental in ensuring a successful outcome.

      Peter Medforth
    • Giles at GECA Chartered Accountants did a business plan workshop for me earlier this year. It was incredibly helpful and really helped me focus on what I wanted to achieve. Giles helped me see the steps I needed to take to get these goals. I strongly recommend using his services!

      Matthew Summer
    • We were unaware of the GST implications of renting through AirBnB and that this could impact out family home – Giles was able to provide timely advice that meant we avoided this issue which could have proved very costly to us. Thanks, Giles!

      Rose Maharaj
      AirBnB Operator
    • Last year we began renting several properties through AirBnB. The GECA team provided helpful advice through out the setup process and we now have one of their PlusOne packages to take care of our accounting and taxation requirements. And they are a fun too – not often you can say that about accountants!

      Ian McKay
      AirBnB Operator
    • During my Organisational Review by Giles Ellis at GECA Chartered Accountants we found it was great to understand  the need for effective organisational structure to free up my time. I have found our meetings with Giles helpful to get an independent view of the business and re-emphasise the need for systems.

      Mike Smith
    • I recently attended my annual complimentary meeting with Giles at GECA Chartered Accountants and  I found it was good to compare what has been achieved from the prior year and this helps to refocus my attention on the bigger picture.

      Dave Andrews
    • Giles Ellis and the team at GECA Chartered Accountants helped to crystalise my thinking around short to medium goals, provide clarity around strategy and made me more aware of the Heath & Safety risks.

      Chris Rupe
    • GECA Chartered Accountants helped me understand the need for proper planning, understand the Health and Safety risk and gave me the opportunity to consider what we should be doing, implement corporate discipline.

      Margette Campbell

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