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Business Planning / Budgets / Cash Flow

Updated: Dec 20, 2021


Business Planning Services in NZ


‘A truly successful business should provide the income to support the lifestyle you want and the discretionary time to enjoy it.’


Looked at your business plan lately?


If you’re like most small business owners, chances are you don’t have one or at least not written down.


Success is about planning and having a goal. A goal without a plan is just a WISH.




Business planning for SME’s - why it matters, how to write one and what you need to cover?


No matter what stage you are at, a flexible business plan is a must.


One recent business planning session we had with one of our clients, Your Web Limited had helped David and his team planned for their future and their goals. Your Web Ltd is one of the top Wix provider in Australasia and they provide digital solutions and create/maintain digital presence for clients. OneTeam had our website beautifully done by Your Web and also created our whole corporate brand guidelines.


Before the session, David’s goals were unclear and he found himself wondering where his business will be in the next 5, 10 years. Going through the business planning session, we were able to dig deep and chart a course to his Vision, both for the business and for him personally.


David and his team have now a clear vision to focus on and clear goals to work towards. These goals are not just baseless, “pie in the sky” goals but specific goals broken down into 90 days, one-year goals and 5 years goals, all parts in the business machine going in one unified direction.


Read David Camacho Baron's Comments Below


“We had the pleasure of working with the Accountants of One Team, and we are nothing but satisfied!

Such a cool team to work with and they always look forward to helping your Company beyond numbers and invoices.


Their amazing team gave us all the necessary tools and took the time needed to explain all the options and decisions we had to make for our business in order to have more sales and improve our inner core that was kind of lost, but we didn’t saw it until they had a closer look.


They helped us to establish clearer goals that we had and told us how we could achieve them in the most real way possible.


Since our first meeting, the team have always been checking up on us to know if we are applying the alignments, they gave us and following our growing process, we would highly recommend One Team!”


The best place to start is with a Business Planning Session - contact us now!


Now is the time to prepare a Business Plan, Budget and Cash Flow


The new year is the time to prepare your plan, budget and cash flow. Next year business is going to be more difficult because:


  • Government support is being withdrawn.

  • Interest rates are rising.

  • Supply shortages are already evident.

  • Inflation is going up.

  • Banks are tightening up on credit.


A Budget and Cash Flow Forecast will help you negotiate this minefield in style.


You will be able to engage with your bank early and impress them with your forward planning and appreciation of your finances.


Contact us and see if we can get 50% of the funding to assist you through this process!!!


Key benefits of having a Business Planning session:


  1. Review and set business direction

  2. Align goals amongst the directors

  3. Identify Gross Revenue Targets and Key Performance Indicators

  4. Establish a robust accountability system

  5. Identify critical challenges and opportunities in your business and the actions required

  6. Set timeframes for achieving goals

  7. Identify what support and resources you will need to achieve your goals

  8. Enable you to communicate your business goals and vision with your team

  9. Provides a platform to develop Budgets and Financial Forecasts and Cash Flow Forecasts

  10. Plan ahead for your financial success and model scenarios to ensure this

  11. Give you a living, changing, engaging model to operate from



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