Financial modelling

Financial modelling

Empower yourself and get greater control and clarity when it comes to making decisions about your business.

Get a clearer picture of your business with our financial modelling services

Play Video

Baker Tilly Staples Rodway has an expert, multi-disciplinary team trained in financial modelling to ensure the services provided are high quality, low risk and offer excellent value. The use of special software reduces the risk of errors, producing models that are easy to understand and use, and quick to build. The ultimate outcome of a financial modelling engagement is a set of historical and forecast financial statements. These show how a business has performed to date and how it will perform in the future, based on a set of assumptions. Staples Rodway is a New Zealand for Modano financial modelling software Partner.

Growing your business

  • Forecasts prepared using financial modelling can be used to support funding applications, producing a robust integrated income statement, balance sheet and cash flow statement.
  • Cash flow forecasts will indicate your working capital requirements to support your business growth, and support decision-making.
  • Reports can analyse business performance against forecast/budget and dashboards, tracking your growth versus goals.

Flexible financial modelling 

  • The financial model is created in Excel so it can be viewed by anyone with Microsoft Office and allows the model developer flexibility to customise areas.
  • Assumptions and calculations are separately identifiable so the model user can easily change assumptions to understand how the business will perform under different scenarios.
  • The financial model combines generic areas selected for the business to produce a “whole of business financial model” as illustrated in the picture below.

 

Management Capability Development Fund

Baker Tilly Staples Rodway offers services that are registered with the Management Capability Development FundSmall businesses may qualify for funding to help pay for services such as training workshops, courses and coaching that build the management capabilities of their owners and key managers

Find out more
Services

Choose your location for better results

Make an Enquiry

News

Sole trader 500x500
10 Apr 2024

Changing your business structure from sole trader to a company

Are you a sole trader or a contractor? As your business grows, you may find that you need to employ staff and take on a more sophisticated structure. A company structure can provide many benefits and allow you to scale up your business.

Financial budgeting 500x500
03 Apr 2024

Vital data and insights: The benefits of a good financial budget

Financial budgeting is regarded as the backbone of sound financial management for businesses of all sizes, and can guide your business to meet its financial goals and objectives.

Green Door 500x500
25 Mar 2024

Behind the Green Door: The journey of building and selling a business

A love of plants is what led Hawke’s Bay husband and wife Gillian Thrum and Phil Carson into business 26 years ago.

Accounting software 500x500
27 Feb 2024

DIY accounting software can have a major pitfall – here’s how to avoid it

The DIY Kiwi mindset and ease of use that comes with accounting software has led to many business owners taking care of the bulk of their compliance needs themselves.

Milk hedging 500x500
28 Nov 2023

Milk-price hedging: A review of the dairy industry’s new trend

New Zealand's picturesque landscapes are not just a feast for the eyes; they also serve as the backdrop for a thriving dairy industry. With dairy farming being a cornerstone of the country's agricultural economy, it becomes imperative for farmers to safeguard their operations against market volatility.

Task list 500x500
16 Nov 2023

A handy list of business tasks to complete before the holidays

Greetings, business owners. Do you have a handy task list ready to complete before the end of the year? If not, here are some ideas to give you a great head start for 2024 and help with good representation of your business brand over the holiday break.

Cashflow 500x500
25 Oct 2023

Show me the money: Tips for improving your business cash flow

Cash flow is one of the most important aspects of running a business. Without its proper management, businesses can quickly find themselves struggling to meet expenses, pay employees, or invest in growth opportunities. Below are some tips on how to maintain healthy cash flow.

Farmers HB 500x500
27 Sep 2023

Calm on the farm – but the next storm is already casting shadows

Our recent pre-election poll showed something rather interesting: businesses are actually more optimistic about the future than they were last year.

Cross border engagements
15 Aug 2023

Cultural intelligence is key in cross-border engagements

What strategies do organisations deploy to navigate cultural differences and understand the values of the people they deal with internationally? It’s an issue that was explored at the recent Baker Tilly Asia Pacific Conference in Auckland and elaborated on by Baker Tilly International in an article we’ve abridged here…

Construction trends 500x500
10 Aug 2023

Our experts talk about construction trends across New Zealand

The construction sector traditionally follows a boom-and-bust cycle – one minute, the skies are clear and buildings are rising up fast, the next, a chill sets in.

Minority shareholding INSTA 1080x1080
01 Aug 2023

Three ways businesses can benefit from employee shareholding

In many professions, employees are the highest performing assets and in the current landscape, replacement is costly and retention is key.

2023 BTI Network of the year 500x500
06 Jul 2023

Baker Tilly International – Network of the Year

As a member of Baker Tilly International, we're pleased to announce that the global accounting network has been named ‘Network of the Year’ at the recent International Accounting Forum & Awards ceremony in London.

Find an expert

Our website uses cookies to help understand and improve your experience. Please let us know if that’s okay by you.

Cookies help us understand how you use our website, so we can serve up the right information here and in our other marketing.