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Financial Foundations & Insights 1:1 Coaching

Get 80% Funded by Northland Inc, Supported by The Taitokerau Business Resilience Project

Building Financial Strength:

Simple Steps for Small Business Owners

✔️ Unlock the potential of your business finances with this practical 4-hour 1:1 finance coaching with expert Bookkeeping & Xero Trainer

✔️ Learn how to use your Xero account efficiently, from inputting the right information to extracting valuable insights.

✔️ This $600 program is yours for only $120, thanks to Northland Inc's generous 80% funding.

✔️ Only 20 spots available, exclusively for Northland businesses.

Program Overview

This program consists of 2 x 2-hour 1:1 coaching sessions, offering individualised attention, hands-on guidance and Xero training. Using your own Xero account, your trainer, Rachel, will focus on practical tools and best practices, demystifying bookkeeping terminology, and providing accurate financial data for informed decisions. This is a great alternative to Xero courses as 1:1 coaching works with you to solve your problems directly.

Despite the wealth of useful information in small business accounts, few owners take the time to understand their financial performance. This coaching program is here to change that, helping you make informed decisions and navigate risks for business stability and growth.

Designed For Where You Are At:

You will complete a brief questionnaire to understand your current level of financial management. Rachel has two programs designed to fit where you are at; whether you're struggling to keep up with your financial data or already managing like a pro.

Finance Foundations:

If your business finance data isn’t up-to-date it's recommended to start with the basic Xero training. Here, you will cover the following key areas:

  1. Mastering the Basics: Managing Banking & Reconciling, Supplier Bills, Customer Invoices & Tax Management

  2. For Retailers or Manufacturers: Understanding stock control and cost management to stabilise cash flow.

  3. For Tradespeople or Service Providers: Job tracking, work in progress management, and regular invoicing for cash flow stability.

Financial Insights:

If your financial data is current and regularly updated (e.g. sales invoices and bills to pay), this focuses on more reporting & insights as your Xero training:

  1. Generating Financial Reports – Creating reports to gain deep insights into business performance.

  2. Cash Flow Management – Prioritising cash flow to ensure business sustainability, including budgeting, cash flow projections, setting financial goals, and income targets.

Enjoy These Great Benefits:

Improved Decision-Making

By gaining a better understanding of your financial data and how to interpret reports, you'll be equipped to make more informed decisions for your business. This includes identifying areas of strength and weakness, recognising opportunities for growth, and allocating resources more effectively.

Enhanced Financial Stability

A deeper grasp of financial management can lead to better cash flow management, budgeting, and forecasting. With improved financial stability, you'll be better positioned to weather economic uncertainties, seize opportunities for expansion, and navigate challenges more effectively.

Increased Efficiency and Productivity

Learning how to manage your financial data efficiently can streamline your business operations. By implementing effective systems you'll save time and reduce the risk of errors. This newfound efficiency can free up resources to focus on core business activities and drive growth.

Meet the Trainer: Rachel Paterson

Rachel's approach is refreshingly straightforward. Her down-to-earth demeanour, and ability to speak in plain English make complex topics easier to understand.

As the owner/operator of Conduit Bookkeeping and with over 30 years of hands-on experience under her belt, Rachel's expertise spans various businesses and industries. Her skill set is a winning combination of bookkeeping, technology, and training, making her your ultimate go-to for expert guidance in these areas.

What Rachel's Clients Say About Her:

"Rachel has aided us along our journey of growth and expansion. A real sounding board and a great person to deal with. Highly recommended!"

Luanne Vacy-Lyle
Director, Northland Petfood

"Rachel and her team have given us invaluable advice. It has been an amazing experience to have the support and guidance."

Andy Williamson
Director, Williamson Building Services

“Rachel has helped me immensely with getting my new business systems up and running. She is positive, patient and very experienced.”

Cam Burnside
Director, CB Engineering

How It Works:

The process towards financial resilience is easy!

  1. Sign up by clicking the button below and save 80% with Northland Inc funding.

  2. Fill out a brief questionnaire to allow Rachel to tailor the training to your needs.

  3. You'll receive a link to book your Xero training sessions online at your convenience.

  4. Enjoy learning practical processes with Rachel's expert guidance.

  5. Provide feedback to help improve future programs.

Start your journey towards financial empowerment today.

Ready to Gain Financial Insight Into Your Business?

Let's do this! Click the button to get started today.