Regional Business Partners

At Team Direction, we are committed to building financial capability and confidence within New Zealand businesses through practical, accessible training. We specialise in equipping business owners, managers, and their teams with the knowledge and tools to take control of their numbers and make better business decisions.

Our Training

Our training programmes are designed to be hands-on, easy to follow, and directly applicable to the day-to-day realities of running a business. Training is offered in-person or online, can be tailored for individuals or groups, and is delivered in formats that suit the pace and capacity of the participants — whether that’s short, focused sessions or a more structured programme over several weeks.

One of our core training offerings is Cashflow Planning and Management, where we help businesses understand, forecast, and control their cash position. We break down complex financial concepts into simple, actionable steps and work alongside business owners to build cashflow plans that are relevant and realistic. Through this training, participants gain the skills to anticipate challenges, confidently manage seasonality, and make proactive decisions that support sustainable growth.

We also offer training in Management Accounting and Business Advisory, focusing on how to use financial information to lead and grow a business. This training helps participants develop the ability to read, interpret, and apply management reports, enabling them to track performance, measure profitability, and understand the financial levers within their business. We empower business owners and managers to ask the right questions, spot trends early, and make decisions based on insight, not guesswork.

Succession Planning is another key area where we support businesses. Our training helps owners prepare for future transitions, whether that’s selling the business, passing it on, or stepping back from day-to-day operations. We provide frameworks and practical tools to help businesses navigate succession smoothly, focusing on leadership development, financial readiness, and long-term value building. Hayley brings a wealth of experience to this training, having supported numerous businesses through these pivotal moments with both strategic and financial guidance. 

We offer a combination of structured group training and focused one-on-one sessions. All are designed to give business owners tools they can use straight away and confidence in interpreting their financial results.

Online Group Training Programme

  • Investment: $5,750 + GST

  • Delivery: 46 hours of face-to-face coaching in a small group setting

  • Includes:

    • Access to an online training platform with templates and resources, for one year

    • Private community group for peer support and ongoing Q&A

    • Networking and learning with other small business owners

Topics covered include:

  • How to build a business plan and align it with financial goals

  • Setting up Xero and payroll so reports are meaningful

  • Budgeting and gross profit margin analysis by profit centre

  • Using Kaizen techniques to lift team efficiency and profit

  • Uploading budgets into Xero and tracking actual vs plan

  • Cashflow forecasting, pricing, and profitability improvement

  • Reading financial statements and using them in decision-making

  • Creating org charts, payroll banding, and performance appraisals

  • KPIs, accountability structures, and marketing to your ideal customer

  • Business purpose, values, recruitment, and marketing alignment

  • Business valuation and identifying growth or risk areas

  • Adapting topics to suit the specific needs of each group

 

O

Hayley Hobson

One-on-One Training Options

Each one-on-one session is recorded so the business owner can refer back to what was taught and apply it again confidently.

a) Getting Your Numbers to Tell a Story

  • Investment: $2,625 + GST

  • Set up Xero and payroll in a way that brings clarity

  • Identify profit centres and calculate gross profit margins

  • Learn how small changes can make a big difference in profit

b) Budget Creation and Xero Upload

  • Investment: $3,820 + GST

  • Create a budget that aligns with your business plan

  • Learn how to upload it into Xero and track performance

  • Explore profit improvement through small margin shifts

c) Cashflow Forecasting in Xero

  • Investment: $2,495 + GST

  • Understand the difference between profit and cash

  • Build and upload a working cashflow forecast in Xero

  • Learn strategies to improve day-to-day and seasonal cash position 

All training is practical, personalised, and focused on immediate improvements.

Training Experience and Track Record


Hayley has an extensive background in training, coaching, and supporting businesses to build their financial capability. Prior to establishing Team Direction, Hayley was the principal at Drive Accounting, where she successfully delivered training and advisory services under the Regional Business Partner (RBP) Network. Through this programme, Hayley provided one-on-one and group training sessions focused on cashflow management, financial systems, management accounting, and business planning.

Her approach to training is practical, modern, and tailored to the needs of each business. Hayley has developed a range of training tools and resources that break down complex accounting and financial concepts into clear, actionable steps. She has consistently received positive feedback from businesses for her ability to make numbers accessible and to build capability in a way that is both empowering and sustainable.

In addition to her work with the RBP network, Hayley has delivered workshops, facilitated training for industry groups, and provided in-house financial training for growing businesses across sectors. With Team Direction, she is continuing to develop and offer training modules that support business owners to confidently lead and manage their organisations. This training capability will be integrated and clearly promoted through the Team Direction website in the near future.