Business Services & Advisory

Achieve Your Goals

Drawing from our years of solid experience in the business world, we have developed our expertise in providing business advisory services that can help you grow, protect your wealth, and secure you and your family’s future. Below are some of the business services we can offer:

Business Start-Up

Getting started is often the hardest part. So if you have a business idea you want to pursue, but you lack the financial expertise to push through with it, McCallum & Dallas is here to help. Below are the ways we can turn your dream business into reality:

  • Decide on the most suitable structure for your business – sole trader, partnership, company, trust
  • Prepare a business plan, cash flow projections, budgets, and trading forecasts
  • Assess your finance requirements, advise on the best sources of finance and draw up the necessary proposals
  • Establish a good working relationship with your bank
  • Complete any registration procedures with Companies House, Inland Revenue, etc.
  • Deal with any company secretarial issues
  • Set up a recording system for your internal use and for complying with statutory requirements

Cashflow Management & Improvements

Cash flow is the lifeblood of any business and is crucial in maintaining smooth operations. Even a profitable business can fail due to poor cashflow. Cashflow planning is the best practice in any business and critical to survival and growth.

Our Taranaki based advisers can help you with Cashflow management, forecasting and improvement plans. We work with businesses to maximize cashflow opportunities, identify issues and work with you to address underlying issues.

Weather you need a one off annual cashflow forecast, an cashflow improvement meeting or ongoing coaching to monitor and analyse your cashflow and act as an accountability coach we can help.

Along with cash flows, we are also budgeting experts who can help you set reasonable financial targets and track business performance. This will help you prepare for the future. Our team can also meticulously craft budget reports for financiers so you can acquire funding.

Management Reporting

If you’re not measuring your financial results and key drivers in your business, you can’t properly manage them or implement meaningful improvement strategies and achieve your business goals.

Understanding your business’ financial health and having accurate up- to-date information should be key to business decision making. Our Chartered Accounts in Taranaki can work with your to determine your key drivers and can provide monthly reports showing your key drivers and financial results to ensure you’re on track to achieve your goals.

Financial Awareness Coaching

We’ll help you to understand your business better, enabling you to better manage your cashflow. Good management decisions rely on a sound understanding of the financial implications for your business.

This service involves meeting with us regularly to discuss your financial results, culminating in you learning to produce and interpret your own customised monthly financial reports.

Selling a Business

Selling a business can be a difficult time, especially if you have dedicated your life to its success. In this state, the tasks involved in selling a business can seem particularly arduous so we are here to relieve that stress for you.

At McCallum & Dallas, we are dedicated to support you in every stage of the business lifecycle and help you sell your business through the following ways:

  • Establish a realistic sale price
  • Take your business to the market
  • Negotiate with potential buyers
  • Help draft the contract

By partnering with us, you can ensure that you will get the maximum return for selling your business.

Debtor and Creditor Management

Avoid cash flow problems by having an effective debtor and creditor management system in place.

Our accountants in Taranaki can help you get paid more quickly and prevent bad debts by taking the following steps:

  • Following up with debtors
  • Timely collection of debts
  • Setting payment terms and credit limits
  • Making credit checks and reviewing credit applications
  • Keeping debtor records organised

Similarly, we can also ensure that you have the liquidity to make timely payments and manage your bills. This doesn’t only maintain strong relationships with your service providers and suppliers but is also a measure of your business’ health.


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