Expertise
Our services are designed to do more than keep your numbers in check.
They’re part of a proven blueprint that helps you grow with clarity and confidence to build a business that works for you, not the other way around.
Explore the key areas of our blueprint below
Each service is part of an integrated approach, working together to support your growth and unlock real, lasting freedom in your business.
Personal Wealth Creation Plan
What does freedom look like for you? We'll help you define it then build a plan for your business to achieve it.
Strategic Planning (5 to 10 years)
Gain clarity on where your business is heading long-term. Over two days, we’ll define your future role, set big-picture goals and map the key moves to get there.
Business Planning (next 12 months)
A focused four-hour session to create a practical, one-page plan for the year ahead. We’ll review what’s working, set priorities, and chart a clear path to your goals.
Business Coaching
Intent needs action, and that’s where our expertise comes in. We’ll check in every 90 days to keep you accountable, adapt your plan, and help you stay on track.
Monthly Reporting
Know your numbers, know your business. We’ll review key reports and metrics with you each month so you can make confident, data-driven decisions.
Group Coaching
Join a small group of like-minded business owners for monthly coaching and peer support. Learn, share, and grow with guidance from our Business Development Specialists.
Virtual Board
A monthly session that gives you the benefits of a board without the boardroom. We bring together key advisors and your Robertson Bixley team to guide strategic decisions and keep your business moving forward.
General Accounting
All the essentials, all in one place. From compliance and software support to management reporting, our accounting services are tailored to keep your business running smoothly.
Financial Advice
In partnership with Simple Advice, we connect you to smart financial strategies. From ACC levies to mortgages and insurance, it’s about structuring your finances to support long-term success.
- WHAT OUR CLIENTS SAY -
"Having worked with Robertson Bixley since the inception of our business, I couldn’t recommend them highly enough. They go beyond simply filing your tax return at the end of the year and being left with a bill and instead combine their in depth understanding of your accounts with strategic and intentional business planning. They genuinely care not only about your financial success but ensuring you're meeting your personal life and business goals."
Olivia Bollen, IML Group
