What We Do - Our Services That Actually Make You Money!
At Manage My Cashflow, we do more than just file your tax returns. We help busy business owners (like you!) ditch the stress, understand your numbers, and build a business that actually works for your life — not the other way round.
From tradies and retailers to online shops and solo flyers — if you're ready to take control of your cash, profit, and direction, you're in the right place.
We’re also a registered service provider with the Regional Business Partner Network (RBP) — which means some of our services MAY be up to 50% funded for eligible businesses. Handy, right?
👇 Have a browse through what we offer — and shout out if you’ve got questions or want help picking the right fit.
Business Breakthrough Session - Most Popular
Get unstuck, map it out, and build a business you actually want.
This is not a sit-around-the-boardroom, stare-at-your-numbers kind of day.
The Business Breakthrough is a hands-on, out-and-about planning session designed to give you the clarity, confidence and kickstart you’ve been craving.
We’ll spend around 5 hours together in Timaru, stepping out of the daily chaos and into a fresh space to:
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Reconnect with your goals
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Tackle what’s holding you back (money, mindset, time – all of it)
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Map out a simple, action-ready business plan
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Get fired up for what’s next
And yes — there’s food too!
You’ll get real strategy, real support, and real progress — minus the suits, spreadsheets and blah.
⚡ Only a few spots each quarter
Cashflow Forecasting & Planning
Plan for bills, taxes… and that boat you’ve had your eye on.
This is real-world cashflow planning for business owners who want clarity, confidence, and a game plan that actually works.
We’ll map out your next 12+ months with three easy-to-follow scenarios:
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💡 Minimum Budget – the baseline to keep things afloat
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💼 Top Budget – what should happen if you stay on track
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🛥️ Dream Scenario – the “hell yes” version with space for upgrades (maybe a jetski, island holiday or extra time off)
Your forecast gets uploaded straight into your Xero file — so you can track how you’re going every single day!
You’ll see when cash is tight, how much you can pay yourself, and what needs to shift to hit your lifestyle and business goals.
Whether you’re chasing growth, paying down debt, or finally want to feel in control — this session turns “I hope I’m doing okay” into “I know exactly what I’m working towards.”
Financial Awareness Training
Understand your numbers, grow your profit, and stop winging it.
If reading your P&L feels like trying to read a medical chart upside down — you’re not alone. Most business owners were never taught how to read their financials. That’s where this training comes in.
Financial Awareness Training is designed to help you get your head around the numbers that matter, without the fluff, jargon or eye-glaze.
Together we’ll walk through:
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How to read your Profit & Loss and Balance Sheet + other reports with confidence
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What your numbers are actually telling you (and what to watch for)
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How to know if your pricing is profitable
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What’s driving your cashflow — and how to improve it
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Simple tools to track progress and make smarter decisions
You’ll also learn how your business is really performing — not just based on gut feel — and leave with clarity on what to tweak to make more money, keep more money, and build a business that works for you.
Need Help With the Day-to-Day Stuff?
Not every service needs a five-hour strategy session — sometimes you just need someone in your corner, showing you how to use Xero properly, helping you stay on track, or keeping your books tidy (without you losing your mind).
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Xero Setup, Training & Customisation
Get Xero working for you, not the other way around
Whether you're new to Xero or just know you're not using it to its full potential, we’ll get you sorted.
From full setup to tailored training and dashboard customisation, we’ll streamline your Xero so it saves you time and gives you crystal-clear visibility on how your business is tracking.
Monthly Coaching & Accountability
Support, strategy & accountability – month after month.
Running a business can feel isolating. This coaching gives you a sounding board, a plan, and the kick up the bum (lovingly) when you need it.
We'll track your goals, keep your cashflow top of mind, and help you create the lifestyle you're working so hard for — without burning out in the process.
Bookkeeping (Limited Spaces Available)
Done-for-you bookkeeping, so you can focus on literally anything else.
If bookkeeping gives you a headache, we’ve got you covered. Ally (our admin weapon) will keep things humming behind the scenes with:
✔ Accounts Payable & Receivable
✔ Bank Recs & GST Returns
✔ Monthly Reports & Tax Workings
✔ Custom support based on your setup
No stress. No mess. Just clean, timely numbers and more space in your brain.