Quarterly Coaching
Regular Support to Keep Your Business on Track
Running a business can sometimes feel like a solo mission. Between putting out fires and handling day-to-day operations, it’s easy to lose sight of the bigger picture. That’s where our Quarterly Coaching service comes in — a structured programme designed to help you stay accountable, make informed decisions, and keep your goals front and centre.
Why We Offer This Service
As a business owner, you may find yourself:
Feeling isolated and unsupported when it comes to decision-making
Struggling to make time to work on your business instead of just in it
Facing business challenges without a clear way forward
Wishing you had someone to bounce ideas off or provide honest feedback
Our Quarterly Coaching programme is here to change that. It gives you ongoing accountability and support from a dedicated adviser to help you stay focused and on track. Each session ensures your Business Plan remains a living, practical guide for decision-making.
Who Needs This Service?
If you're serious about improving business performance and achieving your goals, this programme is for you. Quarterly Coaching gives you:
A dedicated time and space to review your progress
Better decision-making, supported by up-to-date information and a professional who understands your business
Accountability for your actions and goals
What to Expect
This programme includes:
Quarterly meetings with one of our senior team members
Phone and email support between sessions
Reviewing actual results to see what's working and what needs improvement
Setting realistic 90-day goals aligned with your annual Business Plan
Access to our resources and expertise to implement best practice
Each quarterly session is tailored to your business needs, helping you work through issues, prioritise actions, and stay on target.
Key Benefits of This Service
With regular coaching and support, you’ll:
Stay accountable and supported in achieving your goals
Improve profitability and cash flow
Understand how your actual performance compares to the budget
Get clarity on key drivers that impact business results
Identify and resolve pressing issues
Access expert insights to help shape your ideas and plans
Strengthen leadership and decision-making
Keep your Business Plan relevant and actionable
Align your team or directors around key priorities (where applicable)
Tap into the systems, tools, and experience of our team
When Should You Book?
Quarterly Coaching is most effective after completing a Business Plan, as it then serves as the foundation for coaching discussions. However, it can also be a powerful tool during periods of change—such as succession planning, strategic shifts, or when tackling major challenges.
Ongoing coaching is a proven way to make sure your business stays on track. With the right support and accountability, you can make better decisions, overcome challenges, and reach your goals faster.
Call us at 04 974 4455 to discuss how Quarterly Coaching could support your business, or fill up our contact form.
What our clients say
“We have been clients of Affinity Accounting & Advisory for nearly four years. Dylan and his team have provided invaluable support during our growth from a one-person operation to a team of seven. They offer practical and candid advice, guide us through challenging times, help us set goals, and direct the overall strategy of the business. Thank you for all your assistance over the years!”
-Kieran Garcia