Advisory Services

Integrated Forecasting

Our integrated forecasting service provides valuable insights that connect your business plan to expected outcomes, giving you a clear vision of your financial future. Whether you are an established company or a startup, this service is ideal for any business owner seeking to make informed decisions and achieve sustainable growth. An integrated forecast takes the budgeted Profit and Loss plan and maps it to your Balance Sheet and Cashflow, offering a comprehensive view of the impact of your plans or decisions.

Integrated Forecasting | +MORE Group

Is integrated forecasting right for your business?

Integrated forecasting is a fundamental tool for every business owner and key decision-makers. It helps you:

  • Gain a deeper understanding of your business’s financial health
  • Align your strategic plans with realistic outcomes
  • Ensure you have sufficient cashflow to support your business requirements
  • Identify opportunities for growth and economic efficiency
  • Make informed and proactive financial decisions

When’s the best time?

The ideal time to create an integrated forecast is during the early stages of your business planning process. Early integration allows you to:

  • Identify potential financial challenges
  • Align your business plan with achievable financial goals
  • Determine the need for additional funding or banking facilities
  • Set a clear roadmap for future growth

However, integrated forecasting can also add significant value to established businesses by enabling them to adapt to changing market conditions and maintain financial stability.

What’s involved?

Our comprehensive Integrated Forecasting service includes the following key steps:

Data Gathering

We work closely with you to gather essential financial and business data, including historical performance, operating expenses, sales forecasts, and capital expenditures.

Forecast Preparation

Our experienced team uses advanced financial modelling techniques to create an integrated forecast encompassing the Profit and Loss statement, Balance Sheet, and Cashflow statement.

Analysis and Review

We thoroughly analyse the forecasted financials, identifying potential areas for improvement, risk assessment, and financial goal alignment.

Financial Insights

Through our Integrated Forecasting service, we provide valuable insights and actionable recommendations to support your decision-making process.

Financial Planning

We collaborate with you to develop practical financial strategies that align with the forecasted outcomes, helping you achieve your business objectives.

Monitoring and Review

Integrated Forecasting is an ongoing process. We regularly monitor and review the forecasted performance to ensure it stays on track and adjust as needed to maintain financial success.

Contact us today

Looking for expert accounting and business advice? Our +MORE team is here to help. Contact your local office today to discuss how we can support your business's success.

Emily Harding

Operations

Emily ensures the efficient functioning of the +MORE Group, providing vital support across planning, operations, project management, and risk & compliance.

What excites Emily most about her role is the opportunity to make a difference, helping the +MORE Group operate at its best.

Outside work, Emily enjoys games nights with friends and, most importantly, spending time with her beautiful dog Kimbo in the great outdoors.

Matthew Trowill

FINANCE

Matt oversees the internal finance function across the +MORE Group. He ensures the executive team is equipped with accurate financial data, monthly management reports, cash flow forecasts, and all things numbers.

Matt thrives on understanding the numbers and how they drive smart business decisions.

Beyond finance, Matt is passionate about travelling the world and enjoys playing hockey on weekends.

Kirsten Harris

Marketing

Kirsten leads the marketing function across the +MORE Group, shaping the brand and driving growth. She works closely with teams across the business to deliver marketing strategies that support +MORE’s vision, while overseeing brand, content, communications, and campaigns.

Kirsten is passionate about turning insight into action and building strong, consistent brands. She enjoys collaborating with teams to create meaningful marketing that connects with clients and supports business growth.

Outside of work, Kirsten keeps busy with family life, spending weekends watching her kids’ sports, fitting in runs when she can, and making the most of any opportunity to do something new.

Anna Crow

People & Culture

Anna oversees the human resources function across the +MORE Group. She is responsible for recruiting, developing, and retaining talent and ensuring that our teams embody our company values and purpose daily.

Anna enjoys getting to know every team member and working with them and their manager to help them achieve their career goals. Seeing employees succeed is what motivates her!

Outside work, Anna loves spending time with her family. She has two teenage boys who love to get out and about – from multi-day bike rides in different parts of the country to catching the latest movie to board games on rainy days.

David Bell

Chief operating office
david.bell@plusmore.co.nz
021 491 240

David is motivated by the +MORE purpose of smarter, better business. David is a strategic transformation and commercial Executive with over 25 years of experience in the finance and technology sectors. His role is to leverage his multinational expertise to ensure the +MORE network delivers daily for our clients and team. To him, nothing is better than seeing clients succeed in their market due to insight and collaboration with our people.

Starting life in the London dealing rooms as a derivatives trader, David’s career has seen him work with major banks worldwide.

Following a six-month program at Stanford Business School, David diversified into strategic leadership roles, building new or amplifying existing divisions of the bank. One of the most challenging but exhilarating periods was launching a start-up data platform as CEO, gaining first-hand insight into business ownership.

Most recently, David was privileged to lead the Xero global sales team, working with teams in many countries focusing on a high-growth commercial mindset.

David has a teenage family that keeps him busy outdoors, with his son cycling in the mountains or roads of New Zealand or supporting his daughter in the dance studio.

John Schol

Director

John has over 25 years of executive, non-executive and chair experience across large, complex organisations in a variety of sectors, including professional services, property, manufacturing, infrastructure, local government, SaaS and not-for-profit.

He has a Master of Business Administration (MBA) degree, is a Fellow Chartered Accountant, holds a Certificate of Public Practice with Chartered Accountants Australia, New Zealand, and is a Chartered Member of the Institute of Directors.  

John specialises in assisting businesses in clearly articulating their vision, strategy, and corresponding goals. His commercial capability to monitor performance against strategic, business, and financial plans helps ensure executive leadership teams manage their businesses appropriately.  

He consults with businesses on strategic, cultural, and organisational change that creates smarter, better businesses. He often works with leaders who are surrounded by uncertainty, disruption, pending technology change, investment opportunities, restructuring, and succession issues.   

John also works closely with numerous local community groups and has given time to facilitate strategic plans with The Graeme Dingle Foundation (Southern), Rugby Southland, Football South, Southland Sharks, Youth Line South, Southland Engineering Cluster, The Pantry and The Grace Street Project.

Dan Henderson

CEO & Managing Director

Dan Henderson is an experienced advisory and accountancy leader with more than 20 years’ experience supporting business owners to drive growth, build resilience, and create long‑term value.

As CEO and Managing Director of the +MORE Group, Dan leads with a deep commercial and technical understanding of the New Zealand SME sector. His leadership is underpinned by a strong commitment to +MORE’s vision of fuelling ambitious business owners through smarter, better business.

Dan is a Fellow Chartered Accountant (FCA) and holds a Certificate of Public Practice. He is a long‑standing member of Chartered Accountants Australia and New Zealand, reflecting his strong technical foundation and commitment to professional excellence.

His expertise spans business strategy, leadership, governance, mergers and acquisitions, sales and valuation work, and international company compliance and regulatory analysis. Throughout his career, Dan has played a pivotal role in guiding organisations through complex financial and commercial landscapes. His experience covers businesses of all sizes, from start‑ups through to multi‑national corporations, giving him a well‑rounded perspective across a wide range of industries.

Dan completed his studies in Commerce and Sciences at the University of Otago, before spending ten years with one of the Big Four accounting firms. In 2013, he transitioned into business ownership and went on to establish what is now known as the +MORE Group.

In addition to his executive role, Dan is actively involved in governance and leadership across the profession and wider community. He is the Chair of MGI Australasia, providing strategic leadership within the global MGI Worldwide network, and serves as a Board Member of Variety – the Children’s Charity, supporting improved outcomes for vulnerable Kiwi children.