Our Services

Clarity and control for your business

Running a business can throw a lot at you, staff, customers, cashflow, compliance , it’s easy to feel like you’re juggling everything at once.

I help business owners cut through the noise and get a clear picture of what’s happening behind the numbers. With 35+ years in finance, from global corporates to Kiwi small businesses , I know how to spot issues fast, fix them, and put systems in place that actually work.

Here’s how I turn common challenges into simple, practical results:

Cashflow & Budgeting

Review your business, forecast cashflow, and spot where money is getting stuck

Result:

Peace of mind and smarter decisions

Compliance & Tax

Handle year-end prep, KPI reporting, and ensure you meet your obligations on time

Result:

Stay compliant, avoid penalties, and free up mental space smarter decisions

Growth Management

Succession planning, capital reviews, and structured growth advice

Result:

Sustainable growth without stretching your resources

Job Completion & Billing

Analyse workflows and support credit control to keep projects moving

Result:

Faster billing cycles and steadier cashflow.

Systems & Reporting

Simplify messy data, improve reporting tools, and create dashboards that make sense

Result:

Clear insights for smarter business planning

Long-Term Forecasting

Build realistic financial models and identify key performance drivers

Result:

Confidence to plan ahead and invest wisely

Call Lloyd
Problem How I Help Result
Cashflow & Budgeting
Review your business, forecast cashflow, and spot where money is getting stuck
Peace of mind and smarter decisions
Compliance & Tax
Handle year-end prep, KPI reporting, and ensure you meet your obligations on time
Stay compliant, avoid penalties, and free up mental space
Growth Management
Succession planning, capital reviews, and structured growth advice
Sustainable growth without stretching your resources
Job Completion & Billing
Analyse workflows and support credit control to keep projects moving
Faster billing cycles and steadier cashflow
Systems & Reporting
Simplify messy data, improve reporting tools, and create dashboards that make sense
Clear insights for smarter business planning
Long-Term Forecasting
Build realistic financial models and identify key performance drivers
Confidence to plan ahead and invest wisely

What you’ll gain

When you understand what’s really happening behind your numbers, everything else gets easier.

You’ll:

  • Make decisions based on facts, not guesswork
  • Spot risks early and handle them confidently
  • Build a business that’s organised, profitable, and less stressful
  • Have a financial partner who’s genuinely invested in your success
Let’s sit down, talk through where your business is at, and figure out what’s holding it back. No pressure, just straight-up advice that helps you move forward.
Email Lloyd