VCFOX ADVISORS
Chartered Accountants
Advisory Services
Fox Edge
Strategic business planning, cashflow management and performance coaching
Our Advisory Growth Package is perfect for SMEs looking to move beyond compliance and gain clear, actionable insights into their business. We provide strategic business planning, cashflow forecasting, budgeting, and KPI tracking, helping you make confident, data-driven decisions.
Through monthly or quarterly coaching sessions, we review performance, prepare management reports, and support lending or investor applications. This package gives business owners the clarity, structure, and confidence to grow their business while maintaining control over day-to-day finances.
1
Business Planning
We facilitate strategic planning sessions to help you set clear goals, review progress and create action plans for sustainable growth. Ideal for SMEs wanting structure and accountability throughout the year.
2
Cashflow forecast and budgeting
Accurate cashflow forecasts and budgets keep your business on track. We help you plan ahead, manage expenses, and ensure you always have the cash available to meet your commitments.
3
Lending application support
We prepare the financial information, forecasts, and reports needed for successful bank or lender applications, giving your business the best chance of securing funding.
4
Performance coaching
Gain insights into your numbers and performance with one-on-one coaching sessions. We translate financial data into actionable strategies to help you make confident business decisions.
5
Board reporting
We design professional board reports and interactive KPI dashboards to support data-driven decision-making. Track your goals, monitor trends, and identify improvement areas at a glance.
6
Accredited Employer financial reporting
We assist New Zealand businesses with the financial reporting requirements needed for Accredited Employer Work Visa (AEWV) applications. Our team prepares accurate, IRD-compliant financial statements, payroll summaries, and viability reports to support your accreditation or renewal process.
While we are not immigration advisers, we work alongside your immigration consultant or lawyer to ensure all financial documentation meets Immigration New Zealand standards. We specialise in supporting SMEs across Rotorua, Tauranga, Auckland, and nationwide.