Below is a testimonial from a client who has recently undergone the Business Planning and Cash Flow Forecast (the first 2 tools of the essential 3) and will be called the Success Trifecta on our new website that we’ll be launching soon!

Highly recommend Insight CA Limited (Insight CA) for their exceptional service. They’re not your average accountant in Auckland ; they have an abundance of business knowledge and a wide range of tools to help plan and grow your business. 

Two years into our business we were looking to expand and also wanted to have more understanding and visibility of how we’re performing financially. This was very overwhelming, and we didn’t know where to start. This is when Insight CA came to our rescue.  

We used them for our business planning and cash forecasting, and we couldn’t be happier. Murray and Claire guided us through the whole process from start to finish, and the highlight for us was that it was a very personalised process and was true to us.

 For an instance, the initial business planning process my wife and I undertook separately; was a very insightful exercise that gave us the clarity we needed and helped us assess and re-think where we are now, why we do what we do and where we want to be headed. We then had the chance to review our plans in a one-on-one meeting with them, to then put in place our ultimate business plan.

Not only did we have a carefully mapped out strategy for growth, and we also use the business cash flow and budgeting to help determine our future financial needs and how we can achieve them efficiently. The KPI’s we’re in process of setting is not only going to be a great guide to help keep us on track but measure success in real-time so we have the opportunity to take action promptly to get ourselves back on track.

 Insight CA also recommended us to a great bunch of professionals in their widespread network, which has made our plan to expand so much easier and hassle-free. It wasn’t as daunting it was in our heads!

 We highly recommend Insight CA as they are the full package. Murray and Claire and very knowledgeable and go above and beyond to make sure you achieve success. 

Lewis Rudall

Director – Lake Road Electrical Ltd

Find out more about Lewis and his business on their website: https://lakeroadelectrical.co.nz/

Are you struggling to make your business work?

Insight CA Limited is a team of experienced Auckland-based chartered accountants and business advisors who can help. We’ll give you the power to see what’s really happening in your business, so you can take control and start making progress. Click here to learn more about how we can help you achieve your goals.