B2B: Financial Advice & Support

Banking checklist and cashflow template (for business owners)

ABC Business have created two useful templates for business owners looking to speak with their bank.

The Banking Checklist is for a business owner to know how to prepare for their meeting with the bank. This has been developed as many business owners may not know what they need to prepare so the team have put this together to minimise any delay in getting approvals and ensure they present their best case to the bank.

Access this here: Banking Checklist.

The Cashflow Template is an easy template for them to use to work out their funding requirements and help them get this sorted as easily as possible.

Access this here: Cashflow Template


Accounting & bookkeeping support for small to medium business

Bookworx is a small business based in Tauranga that specialises in bookkeeping, small business accounting and virtual admin assistance, and can support businesses nationwide.

The team offer administration services, bookkeeping and small business accounting (i.e. tax returns, Xero software), and can help with applications for the COVID-19 wages subsidy or answer any questions you may have.

Click HERE to visit their website.


Financial Resilience

EnableMe has put together a list of tips for improving your financial resilience during COVID-19. Click HERE to access this.

EnableMe founder Hannah McQueen also held a free webinar on the subject. Click HERE to view.

  • If you’re an enableMe client and need assistance, or want to talk through a change in your circumstances, please email your consultant and they will assist you as soon as possible.
  • If you’re not an enableMe client and would like some help to work through your options and create a plan to become more financially resilient, please text NOW to 268 to start the process, or click here. Entering the keyword ‘Covid19’ in the ‘how did you hear about us’ box will enable you to get your consultation for $100 + GST for a limited time. 

Budget Advisory Services

 

 

 

 

 

 

 

 

 

 

 

 


Checklist to keep money in the bank

Creating a cash buffer is going to be essential to carry you through the next few months. Next Level Tradie has created an 11 point checklist to help you keep cash in the bank – and keep it there.

Click here to view the checklist and start planning.


👉  Want more business support? Click here to return to our B2B Directory.

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