KGA directors Lize Van Schalkwyk and Jen Smith in a business advisory meeting in Warkworth

Business advisory

Clearer decisions for your business.

KGA combines commercial thinking with sound accounting and tax knowledge. The team gets into the detail, helps you plan, then reviews what actually happened so decisions keep moving forward.

★★★★★5.0 from 34 Google reviews
Prioritised short and long-term goals
Forecasts suitable for planning or the bank
KPIs that show what drives profit and cash
Practical continuity and succession thinking

What the work can include

Practical support, clearly connected to the outcome.

01

Cashflow forecasts

Forecast profit and loss, cashflow and the balance sheet for refinancing, acquisition, investment or internal planning.

02

Business plans

Set priorities, develop practical strategies, compare actual results with targets and establish a focused 90-day action plan.

03

KPIs and benchmarking

Identify the key drivers of profitability and cash, decide how to measure them and create a useful reporting rhythm.

04

Cashflow management

Review the cash conversion cycle, anticipate large outflows and address the underlying processes that are restricting cash.

05

Continuity and succession

Document critical information, clarify the longer-term outcome and define the steps required to make a transition workable.

06

Commercial planning

Bring financial discipline to marketing, sales, capacity and pricing decisions so activity connects back to margin and cash.

KGA director Jen Smith talking with a business client

A useful fit when

Your business needs clarity and follow-through.

  • You are planning growth or a major change
  • You are seeking finance or refinancing
  • You need better reporting and decisions
  • You are considering continuity or succession
Discuss your situation

Hear from KGA clients

What working with KGA looks like.

BD Group: Ben

How it starts

A clear route from question to action.

01

Understand

Start with the goals, pressures, financial position and current operating rhythm.

02

Prioritise

Choose the work that will provide the clearest commercial value now.

03

Review

Track actual progress and adjust the plan when the facts change.

Questions before you start

Straight answers to the practical questions.

Can you help me start a new business?+

Yes. KGA can help you choose an appropriate business structure, understand your tax and accounting obligations, set up your accounting systems, and establish good financial processes from the beginning.

How often should I meet with my accountant?+

That depends on your business and the level of support you need. Some clients only require assistance at key filing periods, while others benefit from regular monthly or quarterly discussions about cash flow, tax, profitability and business performance.

What does a business advisor do?+

A business advisor helps you interpret financial and operational information, set priorities, model decisions and maintain accountability for agreed actions.

Can KGA prepare forecasts for a bank?+

KGA can prepare forecast financial information, including profit and loss, cashflow and balance sheet forecasts, where the underlying information supports the work.

Is this only for large businesses?+

No. Advisory work is scoped around the complexity of your decision and the value of better information, not only the size of your business.

Tyla and your team have exceeded our expectations in everything we asked! Really happy with the service we have received, so wanted to reach out and say thanks. A special thanks to Tyla for her prompt and thorough communication and fab work.

Lauren Client feedback published by KGA
★★★★★5.0 from 34 Google reviewsRead all reviews on Google

Related services

Keep your whole business in view.

Accounting and taxCompliance handled carefully, with your wider business in view.Business coachingPerspective, accountability and time to work on your business.Fractional CFO supportSenior financial direction, without a full-time finance hire.

Complimentary business review

Talk through business advisory.

Bring the question, the current numbers and the decision in front of you. KGA will help make the next step clearer.

Book Your Complimentary ConsultationOr call 09 425 8536