Why We Run Financial Literacy Workshops for Business Owners 

“An essential aspect of creativity is not being afraid to fail” – Edwin Land

Look, we’ve all seen it. Business owners who are absolutely killing it in their field, but the moment someone mentions GST or tax obligations, they get that deer-in-headlights look. 

It’s not their fault. Most people start businesses because they’re passionate about what they do – building, consulting, designing, creating. Nobody wakes up thinking “I can’t wait to reconcile my accounts today.” 

But here’s what we’ve learned from running financial literacy workshops: when business owners finally understand the money side, everything changes. 

The Problem Every Organisation Sees 

With support from ANZ and in partnership with Te Pou Theatre, we recently delivered a hands-on financial literacy workshop that tackled the real issues sole traders and small business owners face every day. 

Here’s what people said:

  • “Understanding tax & GST was helpful, how this is calculated and what it looks like for my personal situation” 
  • “GST – How it works, when to become GST registered and the best approach” 
  • “Learning new skills/tools, clarity with how tax and GST work and the importance of KiwiSaver” 

That feedback tells the whole story. When compliance gets explained properly, it stops being scary and starts being useful. 

Workshop attendee celebrating breakthrough moment with tax understanding

What Makes Our Financial Literacy Workshop Different 

We don’t lecture. We don’t use jargon. We don’t pretend everyone learns the same way. 

Instead, we work with your people to break down exactly what they need to know. Here’s a brief insight into one of our financial literacy workshops: 

Sole Trader Essentials 

Understanding what it actually means to be a sole trader and the key obligations that come with it. 

Tax and GST Made Simple 

The practical stuff you need to know to stay on top of tax and GST without the stress. 

KiwiSaver and ACC for Self-Employed 

How to make KiwiSaver and ACC work when you don’t have an employer sorting it for you. 

Systems That Stick 

Simple, practical systems for invoicing, record-keeping, and staying organised, allowing you to focus on the mahi that matters. 

Auckland accountant standing at whiteboard explaining profit and loss concepts to workshop participants

Why This Matters for Your Organisation 

When the business owners in your network are financially stressed, it affects everything. They undercharge for their work. They miss opportunities. Some even leave their industries altogether. 

But when they understand the basics, they operate from confidence instead of confusion. They price properly. They plan ahead. They focus on growing their businesses instead of just surviving them. 

Who Benefits From This Workshop 

Industry Bodies & Trade Associations 

  • Construction and building groups 
  • Professional services networks 
  • Retail and hospitality associations 
  • Technology and consulting communities 

Business Development Organisations 

  • Incubators and accelerators 
  • Chamber of Commerce groups 
  • Small business support centres 
  • Economic development agencies 

Education & Training Providers 

  • Trade schools and polytechnics 
  • Business development programmes 
  • Professional development providers 
  • Continuing education institutions 

How We Deliver What Works 

Every organisation has different needs. Some want intensive on-site sessions. Others prefer online delivery. Some need industry-specific content. Others want general business fundamentals. 

We adapt to what works: 

  • On-site workshops at your venue and schedule 
  • Online delivery for remote or ongoing support 
  • Group sessions for cost-effective training 
  • Individual consultations for specific situations 
  • Industry-tailored content that speaks your sector’s language 
Business advisor facilitating interactive discussion with workshop group

The Cultural Understanding Advantage 

As a Māori and Pasifika firm, we get that business isn’t just about individual success. It’s often about whānau, community, and values that go beyond profit margins. 

We understand that business decisions frequently involve whānau considerations. That success means different things to different people. That cookie-cutter advice doesn’t always fit real situations. 

Whether we’re working with construction contractors, consultants, retailers, or any other industry, we bring that understanding to every session. 

Ready to Make a Real Difference? 

The business owners in your network deserve better than trying to figure this stuff out from random Google searches and outdated Facebook advice. 

They need straight answers from people who understand their world. They need practical systems they can actually implement. They need confidence instead of confusion. 

Let’s talk about bringing this to your organisation. 

Email us at info@weaccounting.co.nz or call 09 378 9207. We’ll have a proper kōrero about what your people need and how we can deliver it effectively. 

Because when business owners understand the financial fundamentals, everyone wins. They succeed, their families benefit, and your organisation’s network gets stronger. 

Ready to transform financial confusion into business confidence? Get in touch and let’s make it happen. 

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