ADVISORY
Business growth meets lifestyle goals
Our Business Advisory Services
Numio was founded by four established New Zealand practices, which now work together to give our clients the very best in strategically-minded financial advice.
Regional relevance, national understanding.
Each firm in our group has unique local knowledge, relevant to its region. But we also operate as one company, with one insight-led way of working, combining fresh-thinking with the right technology, to help make sense of your finances and give you a working advantage you can rely on.
Tomorrow people
Our future-focused advice provides direction, and tangible goals to hit, moving you from treading water, to thriving in business.
We’ll question assumptions, challenge your ways of working, and provide accountability. Helping you confidently make changes,
and start moving more directly towards growth and prosperity.
INCLUDED:
Annual trust review
Business valuations
Business, company and trust structure review
Due diligence
Finance structure review
Monthly dashboard report - using Bizdom reporting
Monthly report
One-on-one consulting services
Strategic alignment day
Personal debtors management
Asset protection and planning
Family Trust review
Internal management accounting
Risk analysis
3 Way integrated cashflow financial forecast
Advisory board service
Annual basic P&L budget (no balance sheet or cashflow)
Tax minimisation review
Working with us
All Bizdom Services
DAY-TO-DAY BUSINESS
Accounting Services
We offer several levels of service, depending on your needs. From taking care of your business’s day-to-day tax compliance essentials to supporting with more complex challenges, we’ve got you covered.
STRATEGIC BUSINESS
BUSINESS ADVISORY
We provide fresh-thinking and future-focused advice, providing direction to help your business thrive. Assumptions will be challenged and accountability will lead you confidently towards growth and prosperity.
FOR BUSINESS OWNERS
PROFESSIONAL DEVELOPMENT
We’ll work alongside you in building both a business and a better life. With accounting and real-world experience, we share tools and strategic initiatives that empower you to take control of your own financial future.