Commercial Business - Velocite

At Velocite, we’re passionate about working with business owners, supporting them to achieve their business and personal goals, and providing guidance to make decisions in an ever-changing business landscape.

Our Commercial Services

Purpose Based Planning

We help you define your personal purpose, aligning your values with actionable strategies that guide every decision.

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Strategic Planning

We help you to proactively identify challenges and necessary key actions to be well-positioned to adapt, overcome and achieve your long-term objectives.

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Annual Business Planning

We’ll work with you to set realistic targets, create a roadmap for success, and monitor your progress.

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Strategy and Business Plan Implementation

Support and accountability for the implementation of your business plan.

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Plan Polisher: Test and Enhance

We’ll work with you to test and challenge your existing business plan, ensuring it’s fit for purpose.

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Budgeting & Where Does Cash Go Analysis

We’ll help you create practical budgets and cash flow, so you can make smarter financial decisions and ensure resources are allocated where they matter most.

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Customer Analytics

Gather valuable insights about your customers that drive smarter decision making, improve customer retention, and ultimately boost your bottom line.

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Profit Improvement

We support you to optimise operations, identify areas for improvement and achieve better financial results without sacrificing quality.

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Advisory Boards

Support to establish or facilitate your advisory board.

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Business Sale and Purchase

Whether you’re buying or selling, we provide clear, expert guidance to ensure the process is smooth and you achieve the best possible outcome.

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Business Exit and Succession Planning

We work with you to develop a tailored succession plan, protecting your legacy and the value of your business, ensuring a smooth transition when the time comes.

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Software and Process Improvement

We help identify roadblocks in your finance function and guide you on implementing the right technology and processes to save you time and improve efficiency.

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Training

We provide training to ensure maximum implementation of your tools and information, develop your software capability, and financial understanding.

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Taxation Research and Advice

We provide in-depth tax research and guidance. We’re here to simplify the complexities and ensure your business stays on the right track.

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Annual Accounting and Compliance Services

Including Annual Financial Statements, Annual Tax Returns, Individual Tax Returns, Tax Planning & Year End Tax Reviews, GST and payroll.

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Who We Work With

To support our clients in achieving the best outcomes possible, we work with business owners who have the following attributes:

Business Type

5+ employees

$1M – $30M sales

Operating within
regional New Zealand

Industries we typically work with

  • Construction
  • Agriculture
  • Manufacturing
  • Infrastructure
  • Engineering
  • Wholesale Trade
  • Healthcare
  • Professional Services
  • Trades

Business Owner Attributes

Future focused

Open to working alongside us to focus on the future performance of their business

Values and purpose alignment

Business owners who share our purpose and values

Commitment to action

Willing to implement recommendations and take necessary actions based on the advisory services provided

Mutual trust and respect

Willing to establish a relationship based on mutual trust and respect that will foster a productive and collaborative working relationship

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How We Work With Our Clients

All businesses are unique, so we tailor our services to meet your needs, avoiding a cookie cutter approach, to ensure we are delivering a service that supports you to achieve your desired outcomes.

We do this by working closely with you to understand the nuances of your business and provide a range of business advisory services that are continually adapted to meet the ever-changing opportunities and challenges of the business environment.

OUR SERVICES
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