Accounting & Tax
Make better strategic, operational and financial decisions through periodic financial reporting, preferably to budget. Monitoring and reporting of your tax liabilities to ensure there are no surprises.
Financial Statement Preparation
Timely and accurate preparation of Annual Financial Statements for compliance and management purposes.
Period Financial & Management Reporting
Regular financial reporting equals better business management. Financial and Management Reports that are visual in nature, aiding your understanding and the identification of key issues and trends.
Tax Return Preparation
Everyone likes to pay as less tax as possible. Ensure you are claiming all available deductions and are structured in a way that minimises your tax.
Tax Planning & Advice
No one likes surprises when it comes to paying tax. We ensure you are aware of your tax obligations as early as possible so you can plan accordingly. We can advise and keep you informed of the tax implications of key business and investment decisions.
GST, FBT, RWT & Other IRD Returns
Let us help with filing required IRD returns on time. Issues are resolved early and assist with financial reporting and resourcing.
Financial Analysis
Budgeting and cashflow forecasting to allow monitoring and evaluation of expected performance. Assists with informed decision making including liquidity management, resource allocation and informed decision making.
Budgeting & Cashflow Forecasts
Preparation of annual budgets and cashflow to improve cash management and aid in Financial Planning.
Financial Forecasting
Things change as the real world does. Financial implications of the bigger business decisions need to be well understood.
Cashflow Management
Managing your cash position and being aware of requirements Being aware of and ahead of potential cash .
Business Performance Reporting
Financial reporting is only one aspect of monitoring business performance. Key Performance monitoring and reporting are just as critical.
Decision Making
When it comes to making the bigger business decisions, you want to ensure you ensure you are fully informed and aware of all the implications. Getting good professional advice and input on these big decisions is critical.
Business Purchase & Sale
Whether looking to purchase or sell a business, we can advise on important issues such as value, process, structure and tax.
Business & Share Valuations
Formal valuations of either a business or Company shares, whether selling or looking to purchase.
Commercial Investment & Management
Financial analysis of purchase decisions as well as assisting with commercial property management .
Succession Planning
The most successful succession plans are those that are well planned in advance. We can assist with planning and implementing a succession plan that increases the odds of achieving your goals.
Company Incorporation
Setting a company involves more than just incorporating a company on the Companies Office site. There are also IRD registrations, shareholding structure and tax issues that ned to be considered.
Trustee Services
Having a professional Independent Trustee assisting with the administration of your Trust and who knows your business well is highly recommended. We offer an independent Trustee service just this purpose.
Accounting Software Solutions
Having the right supporting software that suits your business and provides value is critical these days. We have no affiliation to any particular software provider for a reason - we review and evaluate what suits you and your business best. We can assist with both software selection and implementation.
Admin Support
Often it just makes good sense to focus on what you’re good at and let someone else to look those admirative functions that are still critical to a healthy business.
Payroll Services
Timely and accurate processing is obviously critical. There's more to just processing payroll however. We have an experienced and well trained team that can also assist with payroll and employment queries including employment contracts.
Debtor Invoicing & Follow-up
Timely client invoicing is critical to good cashflow. We can assist with both debtor invoicing, statementing and account follow-up and collection.
Creditor Processing and Payment
We can process your supplier invoices for you, ready for payment, leaving you in control to review and approve payment.
