Plan, Structure, Profit: Your Financial Roadmap for Startups

Learn how to set up the right structure, simple systems, and avoid pitfalls to build a financially sound business.

Starting a business is exciting - but without some financial structure, it can quickly become an overwhelming mess and a potential tax headache.

This practical workshop will guide new and aspiring business owners through the essential financial decisions that lay the foundation for long-term success. From choosing the right structure to setting up simple, streamlined systems that work for you, you’ll learn how to avoid common pitfalls and build a financially sound business.

Whether you’re still in the idea stage or ready to start, this session will help you answer the big questions:

• What do I need to consider before I start my business?
• What do I need to do to start my business?
• What do I need to stay on top of as my business grows?

You’ll leave with clarity, confidence, and a roadmap to make informed financial decisions from day one.

This workshop is ideal for:

New business owners and startup founders who want to set up their business the right way from day one.

Aspiring entrepreneurs who are still in the planning stage and seeking clarity on financial decisions before launching.

Existing small business owners who aren’t sure if they are structured correctly or managing everything they should be.

Presenter

Sam Gray , Founder & Director, Kaizen Chartered Accountant

Sam is a next-level Chartered Accountant of the cloud-generation. With over a decade of experience, he specialises in accounting, tax, reporting, and cash flow solutions - providing invaluable insights to his clients.

Sam is known for his friendly, collaborative approach. He listens, simplifies the complex, and works with clients as a true partner in their business growth.

Sam’s expertise doesn’t stop at numbers. He is also the founder and head instructor at Seido Sunnybank, a local karate dojo. His dedication to helping students progress from white belt to black belt mirrors his commitment to guiding business owners from start-up to success - step by step, with patience and purpose.

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