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Advisory Snapshot
Advisory Snapshot

Description

Jan 20##
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Fathom Expert Series
Fathom Expert Series

Description

Jan 20##

PROFESSIONAL TRUST.    PERSONAL TOUCH.

Venter & Hull Advisory Services

Our advisory services are designed to assist with achieving your business and personal goals. Every business is different, so they are tailored to suit you. This can range from structured regular meetings to ad hoc advice as required.

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Description

Jan 20##

Advisory Services

Business Planning & Support

Regular ongoing support to review business performance, achieve business planning objectives and tackle current business issues.


Strategic Planning

A review of 5 year goals and the required strategies to get there.


Annual Planning

A review of objectives for the year, including required actions, priorities, resources and financial forecast.

Farming

Rural business planning and monitoring including farm focussed financial management, rural accounting systems and succession planning.

Accounting Services

Accounting & Tax

Financial Statement Reporting, Tax Return preparation and planning; GST, RWT and other IRD return requirements.


Financial Analysis

Budgeting and Cashflow Forecasting; KPI and Performance Reporting; Cash Management.


Decision Making

Including Business Sale or Purchase; Business and Share Valuations; Property Investment; Succession Planning; Company Incorporation; Trustee Services.


Admin Support

Payroll processing and advice; Debtor invoicing & Follow-up; Supplier Invoice Processing and payment.


Our Clients

We have a client base that varies in both scale and industry and who appreciate our focus on a personalised service. With clients from Auckland to Queenstown, we make working with us easy, regardless of location.

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Why Choose Us

We pride ourselves in offering a highly personal and tailored service that practically assists you with achieving your business and personal objectives. Regardless of your size and requirements, we will work with you in a way that provides the support you need to achieve your goals.

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