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Dear Business Owner,
Imagine what it would be like to have a proactive accountant that responds to your queries? One that can explain things to you in a language you understand? One that actually has business experience and has solved the same challenges you are facing?
Taxes will be under control… you’d be able to focus on what you do best… you’d feel secure that your business was in good hands… you wouldn’t have to spend weekends worrying about accounting and the IRD anymore… you’d finally be able to ‘switch off’ and actually enjoy the fruits of your hard work.
So ask yourself… are you sick and tired of spending your hard-earned dollars on an accountant that only gets in touch to tell you how much tax to pay (if they even do that)? Are you fed up of the so-called 'Chartered Accountants' and 'Business Advisors' that don't respond and start every e-mail with 'sorry for the late response'?
Then stop the frustration of not knowing where your business is at and add our proven, refined business tactics to your team.
Our modern approach to accounting has been used by business owners across every industry in New Zealand and helps our clients operate to their full potential.
We are here for aspirational business owners.
Luke & Phil
Why choose next
At nextAdvisory we understand that business isn’t easy and that you have a thousand things to deal with every day. The last thing you want to do is sit down and research how to make your business better. We’ll do whatever it takes to help you turn your business into a profit generating machine that gives you the life you want. That’s why you got into business in the first place right?
We aren’t just about ‘accounting’. We dedicate the time to sit down with clients to really figure out your business and your goals. We review your business from every angle and work out where the missed opportunities to get the business humming. Then we work with you to build a powerful business plan that’ll have you running a business your competitors are jealous of.
But that’s not all. We’ll also make sure you’re set up with a system that delivers reliable, timely financial information that doesn’t use up a heap of your time. We need you to be working on the business and not working in the business. In other words, less time wasted, less worrying at night and more time enjoying the life you wanted which is usually more money and more time with your family
Who are Phil & Luke
We're GC's; Growth Consultants, Guidance Counsellors. Good Characters. We do a fair bit and dont' really fit the mould of 'accountants'. We’re high energy, genuine Kiwi blokes with a passion for helping business owners thrive in doing what they love. Qualified Chartered Accountants and business development experts, we help people improve, grow and enjoy their business journey.
Why work with someone like Phil? Because he has worked in businesses, just like yours. He understands how money moves through a business having started with accounts clerk roles and ultimately working up to a company accountant.
This experience in business provided Phil with the best foundation to advise business owners as a Chartered Accountant. He understands the issues you will face as a business owner, the financial impacts and chances are he’ll have a practical solution.
Phil asks the right questions and listens, then has a knack for taking complex issues and breaking them down so as a business owner you understand how to make positive change in your business.
Outside of the accountant life, Phil is married with 3 children, enjoys staying fit and volunteers for community organisations including as a current member of the Auckland Police Pipe Band.
With broad experience from a variety of Chartered Accountant roles across New Zealand, Luke’s a big believer in building solid relationships that put people first. He was recently recognised with a Chartered Accountants award for his representation of the profession.
Driven by his enthusiasm for innovative business strategies, use of new technology and a passion to help people do what they love, Luke’s always on the go. He’s active both socially and with various business interests. Charitable with his time for good causes, Luke organises large scale social events and is an award winning social media enthusiast.
He is a big believer in passing on these successful fundamentals to business owners who want to get more out of their business and life.
Consulting
Ongoing Consultancy
Business owners with a plan and a strategy are more likely to succeed than their competitors. It’s as simple as that. This is just like having a personal trainer - but for your business.
We help business owners set action plans to help them fire on all cylinders. We like to make it easy so our plans are clear and task orientated with set action points. We work with you in an intensive but interactive session to ensure no stone is left unturned. Once you’re done, you’ll leave with a business plan that is clear, concise and achievable.
Just like any good plan, it’s only as good as the work that goes into executing it. We know what it’s like to be in business; we all get a little bit busy working in the business and not on it. Just like your personal trainer, we catch up with you regularly to ensure the plan is being actioned.
With every business we work with, there are always opportunities that are waiting to be unlocked. You’ll also have access to the trusted people in our network that help us and our clients achieve their goals.
Business owners can be sceptical about paying for these sorts of services so we GUARANTEE our fee for the right type of client who we know will put the work in.
We’ve all heard the old saying: ‘If you fail to prepare, prepare to fail’ - unfortunately it’s true. We want to see business owners and people win, whatever that may look like - that's for you to decide.
One Off Consultancy
Being in business can be lonely. We've helped tonnes of businesses navigate tough situations and come out the other side in a better position.
Where it is the right fit, we offer business consultancy services on a per hour or per project basis. In business, it is important to surround yourself with people who can challenge you and help you unlock new opportunities. Get in touch to discuss this with us further. Expect genuine advice from market leaders. We do only have limited slots available for one off consultancy work so please make contact quickly.
Our clients
We love to hear what our clients think of us. In fact it’s sooo good, we thought we’d share it with you.
case study
Haavik Research got a lot more than it bargained for after bringing nextAdvisory on board to help lift its financial game.
case study
Here’s how That’s Clean used nextAdvisory’s innovative approach and strategic know-how to turn itself around.
Online courses
Our why is to provide life changing advice to aspirational business owners. Want to work through one of our courses in your own time?
start-up business course
We take you through the business set up process and help you get answers to the most common questions of new business owners.
Work through it in your own time and go away and take action as you progress through the course.
On completion you will have a sound understanding of the business fundamentals along with continued access to the course material.
Business Planning Course
We coach you through the business planning process and help you build a plan for your business.
Work through it in your on time and unlock new modules as you progress through the course.
On completion you will have a 12 month business plan along with a 90 day action plan you can update each quarter.
RECESSION BUSTING COURSE
They say there are opportunities in every recession, can you spot them?
We discuss this in our training and unlock the hidden opportunity inside every single business that gets overlooked by 83% of business owners.
The recession will pass...
Make sure you have a business on the other side
Education
Our why is to provide life changing advice to aspirational business owners. For all of our latest business advice, you can find our market leading content here
YouTube
Check out our content bank of valuable videos to help you improve your business
Podcasts
A business advisory podcast? Ok it’s not always going to be your first choice but there a tonne of episodes to find ways to improve your business. Find out some of the things that are working for our clients too.
cashflow planning
Cash is the life blood of your business. We’ve put together a FREE tool that you can use to track the cash movements through your business.
business planning
All good businesses have a plan. They are heading in a clear direction. Grab our FREE business planning tool to get your own business planning started.
Behind the scenes at nextAdvisory. See what we are up to day to day and keep up to date with our video clips and latest content pieces.
Give us a like and keep up to date with important updates that will get you thinking about improving your business.
Accounting
In business, there are some things you just have to do to stay out of trouble. This includes completing all of your accounting and tax obligations whilst keeping the IRD happy. We know this sort of thing won’t excite you and it isn’t why you got into business. We like to partner with you to add value, solve your problems and help you succeed. As market leading Chartered Accountants, we can take care of your financial statements and tax returns each year.
We can help you with all of your day to day accounting and tax requirements including: Annual accounts, tax returns, provisional tax planning, GST returns and Companies Office compliance (we’ll teach you this to save you some money). We will ensure you have the best systems in place to save you time and frustration when it comes to accounting.
We know your business is unique so we don’t have off the shelf packages, instead we’ll sit with you to make a tailored solution that suits your business.
All of our clients are on monthly retainers that allow them to ask incidental questions throughout the year without a separate invoice. That’s right,no surprise bills.
The monthly retainer includes tax planning at each instalment & payment notification (so you know what to pay and when – no surprises), annual accounts, & tax returns, GST help where needed and incidental support (basic queries - Xero and Tax throughout the year).
If you’d like to have a chat about a tailored solution for your business, book a time to chat.
Book online
Because we're a bit different to the average accountant, we allow people to book straight in to our calender's. If it's a bit too much for you then feel free to send us an e-mail, text, whatsapp or call.
