Whangarei Accountants - Elevate CA - Tax, Xero, Business Development, Accounting

Whangarei Accountants serving Northland, Auckland and Whangarei Loving what we do: bringing fresh energy and innovative thinking to your business! Phone 09 430 0910.

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Christmas Break – office reopening 19 January 2015

 

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The Elevate CA office will close for the Christmas break on Friday 19 December 2014 – and we will reopen on Monday 19 January 2015.

In the past we have reopened earlier in January, but we have found that with most of our clients, lawyers, bank staff and many in the IRD still on holiday well into January things were rather quiet.

Last year, we closed the office for a month over the holiday period and no-one seemed to notice.  So this year we’ll do the same. 

So we’ll be camping, sailing, swimming, fishing and relaxing right up to 18 January – and then back in the office fired up for 2015 on Monday 19 January.

If you do need to get in touch Dean, Rebecca and Fraser will be checking emails from time to time over the holiday period.

So wishing you a safe and enjoyable Christmas break.  Thank you for your support in 2014 – and we all look forward to working with you in 2015 to help bring your business goals to fruition!

Cheers … Rebecca, Fraser, Dean, Tim, Emer and Hayley.

Increasing Sales and Profit with What you Have – Newmarket

 

141119---calendar-iconMost businesses are constrained by the resources they actually have available – so the challenge is often this:  “how to increase sales and profit with what you have”.   Increasing profit through growth in sales is high on the list of objectives for many business owners.

We have assembled a quality panel of three to discuss this challenge from the point of view of two business owners and one professional expert.  We are confident that you will walk away from this event with at least one nugget that you can go back and start implementing in your business straight away.

This event will be held at the BNZ Partners facility on Broadway, Newmarket at 5:30pm on Wednesday 19 November 2014 – and will run through to 7:30pm on the night.

As always for Business Owners Forum events, this session will be free of charge and completely free of sales pitches from the supporters or the panellists. And there will be pizza, beer and wine to lubricate quality discussion.

Business Owners Forums are held monthly – alternating between Whangarei, Albany and Newmarket venues.  Although no two Business Owners Forum events are quite the same, this event will be more or less a repeat of the 16 October event in Albany.

If you’d like to attend this event, email Fraser Hurrell (fraser@elevateca.co.nz) before this event fills up.  And if you’d like to be included on the invite list for future events, just add your contact details in the box to the right.

Increasing Sales and Profit with What you Have – Albany

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Increasing profit through growth in sales is high on the list of objectives for many business owners.  Most businesses are constrained by the resources they actually have available – so the challenge is often this:  “how to increase sales and profit with what you have”.

We have assembled a quality panel of three to discuss this challenge from the point of view of two business owners and one professional expert.  We are confident that you will walk away from this event with at least one nugget that you can go back and start implementing in your business straight away.

This event will be held at the BNZ Partners facility on Constellation Drive, North Harbour at 5:30pm on Thursday 16 October 2014 – and will run through to 7:30pm on the night.

As always for Business Owners Forum events, this session will be free of charge and completely free of sales pitches from the supporters or the panellists. And there will be pizza, beer and wine to lubricate quality discussion.

Business Owners Forums are held monthly – alternating between Whangarei, Albany and Newmarket venues. This event will be repeated in Newmarket on Wednesday 19 November.

If you’d like to attend this event, email Fraser Hurrell (fraser@elevateca.co.nz) before this event fills up. And if you’d like to be included on the invite list for future events, just add your contact details in the box to the right.

Sourcing Funds to Grow your Business – Newmarket

 

140917---calendar-iconsOften the most cash hungry business is one that’s in growth mode.  Growth usually demands investment in assets, systems, staff, marketing initiatives – and working capital to fund increased debtors, work in progress and inventory.  Without cash, even the most successful business will struggle to achieve growth and realise its potential.

So what are the options when it comes to funding the growth of your business?  Should you offer a stake to an equity partner – or borrow funds from the bank or elsewhere?  What are the true costs of those options?  What might sway your decision one way or the other?  What if you can’t find a suitable equity partner – and lenders don’t share your enthusiasm?

These are age old questions – and often you don’t know the right answer for certain until after the event.  It’s easy to be wise in hindsight.  The panel at this Business Owners Forum event will focus on the dilemmas and decisions to be made when considering how to fund the growth of your business. 

This event will be held at the BNZ Partners facility Broadway, Newmarket at 5:30pm on Wednesday 17 September 2014 – and will run through to 7:30pm on the night. We have three quality panellists who will discuss this topic from their own point of view.

As always for Business Owners Forum events, this session will be free of charge and completely free of sales pitches from the supporters or the panellists. And there will be pizza, beer and wine to lubricate quality discussion.

Business Owners Forums are held monthly – alternating between Whangarei, Albany and Newmarket venues. This event will be more or less a repeat of the event held in Albany on 21 August.

If you’d like to attend this event, email Fraser Hurrell before this event fills up. And if you’d like to be included on the invite list for future events, just add your contact details in the box to the right.

Can you trust your Trust? – Whangarei

140911 - calendar iconMany business owners hold valuable assets in Trust in the hope that will protect them from financial attack.  But can you trust your Trust when it comes to the crunch?

Under what circumstances can a liquidator bust your Trust if your business falters – or through the misfortunes of an unrelated person?  What does it take to properly manage your Trust?  What effect will the proposed changes to Trust legislation have for you?

This BOF event will include the latest thinking from the legal, accounting and insolvency professions – as well as some horror  stories about what can and has gone wrong and what you can do to ensure you can trust your Trust.

Our panellists for this event are:

  • Damien Grant.  Damien is an insolvency practitioner and director of Waterstone Insolvency.  If you are unfortunate enough to come across Damien in a professional capacity, he will find the flaws that might exist in the armour of your Trust.  Rather be informed up front than find yourself talking to Damien after the event!
  • Rebecca Brennan.  Rebecca is a Chartered Accountant and director of Elevate CA Limited.  Rebecca acts as Trustee for a large number of Elevate CA client’s Trusts – and she knows the misconceptions that exist amongst business owners about the protection afforded by their Trust.  She also knows what it takes to make sure the job is done properly.
  • David Grindle.  David is a solicitor and director of WRMK Lawyers.  The landscape is changing with the sweeping changes proposed to Trust legislation – and David is well versed in what this means for business owners.  WRMK is involved with both attacking Trusts – and defending them – and he will share some wisdom and insight.   

This event will be held at the Elevate CA Limited offices in CBD Whangarei at 5:30pm on Thursday 11 September – and will run through to 7:30pm on the night.

As always for Business Owners Forum events, this session will be free of charge and completely free of sales pitches from the supporters or the panelists.  And there will be pizza, beer and wine to lubricate quality discussion.

Business Owners Forums are held monthly – alternating between Whangarei, Albany and Newmarket venues.

If you’d like to attend this event, email Fraser Hurrell before this event fills up.  And if you’d like to be included on the invite list for future events, just add your contact details in the box to the right.

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