SBA Accounting

Helpful Business
Advisory Resources
for your business

Business Resources, Case Studies, Articles, Calculators and More...

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Welcome to our Small Business Advisory Resources hub!

We understand that running a business can be both rewarding and challenging. That’s why we’ve created this page to provide you with tools and resources to help your business succeed. Our team of experienced business advisors are passionate about supporting small businesses like yours, and we’re excited to share our business advisory expertise with you. Explore our range of calculators and helpful business checklists and discover how SBA Advisory can help you achieve your business goals.

tools & checklists
Articles
case studies

Helpful Business Advisory Tools & Checklists

Cash Flow Forecast Template

Download our simple cash flow template to assist with your forecasting.

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Creating a
Business Plan

Ensure sustained success for your small business by maintaining a business plan.

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To see all our tools and calculators that look at small business accounting and business advisory visit our SBA Tools page.

Helpful Business Advisory Articles

exit-sign-for-sba-advisory

Why Every Small Business Needs an Exit Strategy

An exit or succession from your business is inevitable. Every business owner will sell or move on eventually, so make sure it takes place on your terms.
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cash-flow-wording-on-card

How Do I Improve My Cash Flow?

Strong, consistent cash flow is the key to surviving financial pressures and building a more resilient, stable and sustainable business for the long-term future ahead.
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working-capital-open-sign-in-shop

Understanding Working Capital

As a business owner, you may have found yourself in a familiar situation: things are going well, but taking a closer look at your cash flow, things look less promising.
Learn More

To see all SBA articles visit our SBA Articles page.

Helpful Business Advisory Case Studies

coachways-bus

Coachways New Zealand

With guidance from SBA’s Advisory service, Coachways strengthened cash flow, built financial discipline and gained the confidence to plan for future growth.
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Beauty Update Hair Salon

SBA Advisory helped Beauty Update overcome financial challenges, improve cash flow and create a growth plan that freed Guy up to focus on clients.
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cartridge-world-sba-advisory-meeting

Cartridge World Remuera

With advice from SBA Advisory, Cartridge World Remuera turned financial data into strategy, clearer direction, smarter decisions and confidence to grow.
Learn More

To see all SBA case studies visit our SBA Case Studies page.

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SBA Accounting
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SBA Advisory

Terms and Conditions

  • The applicant must be the owner, partner or major shareholder of the business and active in its day-to-day operations.
  • The business must be financially stable and operational for a minimum of two years.
  • The business must be forecasted to stay in business for at least the next 12 months.
  • Businesses must be a customer of an SBA branch at the time award is presented.
  • Must enter by 30th of June 2025.
  • Prizes cannot be exchanged for cash.

  • We reserve the right to change or withhold prizes if entry numbers are low or if entries don’t meet the quality standard required.

Terms and Conditions

  • Must be a small business owner and have a registered business, with a genuine need for accounting services.
  • Must enquire and sign up with an SBA branch by 31st May 2026 to be eligible to win a prize.
  • Open to new SBA clients with an ongoing paid service agreement in place.
  • One entry only per business owner.
  • Prizes cannot be exchanged for cash.