- About Us
- What our clients say
At Ontrack Bookkeeping, we do more than crunch numbers. We are dedicated to making a positive difference through our personalised Financial Fitness Training and Support. By partnering with us, you can enjoy the benefits of having a team you can trust who can help you achieve the time, mind, and financial freedom you desire.
If you’re like most of our small business clients, you are likely wearing too many hats which distract you from high-level business activities that drive growth.
Through our Financial Fitness Training, you can achieve better financial literacy and gain access to practical services that will propel your business to greater success. We don’t want you to feel trapped in your day-to-day business operations. We want to help you devise ways to improve your business and gain clarity on your future direction.
We developed this service to support you to understand the financial aspects of your business. We really appreciate from experience that owning your own business is hard work and can be a very lonely journey. Most don’t know where they stand financially until 6-18 months after the fact when they meet with their Tax Accountant once a year to review the financial statements. The purpose of Financial Fitness Training is to provide business owners with support to understand what the numbers are telling you right now, and ensure you are learning to plan and make decisions relevant to your business and personal goals in a timely manner. We help you through the roadblocks and challenges, and work with you by utilising our combined expertise so you can learn how to dig deeper and manage your own financial situation.
Would you like to have a better understanding of where your money is going? Did you know profitable businesses can have cashflow problems?
Our Professional Bookkeepers can help you find leaks in your cashflow and create a robust cashflow management plan that will help you improve your profit and cashflow. When you partner with Ontrack Bookkeeping, we will take the time to review your current cashflow position and create a strategy in line with your short-term and long-term goals with our Cashflow Management sessions.
We want to help our clients better manage their cashflow so they can have more money in the bank. By implementing strategies to improve both cashflow and profit, they can set their business up for success. We provide for this via monthly or two monthly financial fitness sessions to conduct reviews of the potential causes and set goals and actionable steps for improvement, holding the business owner accountable to implement simple strategies to maximise cashflow.
We are not so sure that that is totally true, in fact we know it isn’t. But, having a vision, a plan or an idea of where you are going and what you want to achieve certainly makes succeeding a lot more likely. A simple business plan gives you a road map and shows you the best way to get to your destination. Without a map, you are driving by instinct and feeling your way along as you go, which means you could miss an extremely important turn in the road and arrive in a completely different place than you desire to be, or you could end up taking the scenic gravel road instead of the most direct route via the highway.
And it doesn’t have to be intimidating, hard, or complicated, or a novel that gets left in the bottom drawer of your desk. A one pager is just fine. There is so much more that we don’t know what we don’t know, than what we know that we don’t know, or what we do know individually. Working collaboratively together, using your knowledge of your business, and our knowledge of small business, we can leverage your business to the next level with our Business Planning services. Remaining open to new ideas ensures we will be more successful at whatever we put our collaborative thinking to.
Our services are registered with the Regional Business Partner Network. You may qualify for funding to help you access our services.
Small businesses may qualify for vouchers to help pay for training or coaching that helps to build the management capabilities of business owners, operators and key managers. Management Capability Development Vouchers are only available through the Regional Business Partner Network (RBP) Growth Advisors.
Vouchers may be provided to a business where the Growth Advisors have identified a need for management training as part of an action plan to support the business owner to
grow and innovate their business.
For more information on the Management Capability Development Voucher Fund or to talk to your local Growth Advisor about this course, go to www.regionalbusinesspartners.co.nz.