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

Succession Planning

We understand that your assets are the results of your years of dedication and hard work. At McCallum & Dallas, we can give you peace of mind and ensure the long-term success of your business through a well-designed succession plan.

Whether you plan on exiting the business in 3 years or 30 years, it is important to prepare ahead. As succession planning experts, our business advisors and accountants in Taranaki can help you secure business continuity by coordinating the transition of your business to your successors.

Partner with us today and let us help you avoid stress by helping you address complex issues, prepare the necessary documentation, and manage family expectations.

Budgeting and Cashflow Forecasting

Cash flow is the lifeblood of any business and is crucial in maintaining smooth operations. Our accountants in Taranaki can help you avoid cash flow troubles with our cash flow forecasting solution that involves:

  • Knowing how much and when cash is available
  • Planning for business expansion and taxes
  • Managing inventory
  • Analysing key expenses

Aside from cash flow, we are also budgeting experts who can help you set reasonable financial targets and track business performance. Aside from gaining access to financial projections that will help you prepare for the future, we can also meticulously craft budget reports for financiers so you can acquire funding.

Management Reporting

If you want to achieve sustained business growth, you need to have a crystal clear picture of your business’ financial health. Our Chartered Accountants in Taranaki can prepare, analyse, and summarise financial management reports so you can stay compliant and improve your business.

By providing you with monthly, quarterly, or annual Profit & Loss Statements, Financial Reporting analysis, KPI analysis, among other financial reports, we can help you draw meaningful insights and support you in reaching your maximum potential.

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.

Talk to Us Today

Want to grow your business? Our Free Resources will Help