We offer a full range of financial and business advisory, development and support services aimed at providing our clients with a service offering that supports them to achieve their business and personal goals.
New software set-up
Establishing your software with customised coding.
Transfer from alternative software
Transferring your data from prior software, establishing new software with customised coding.
Transfer xero software and review
Transfer Xero software from prior accountant and review xero file
Xero, Figured and other subscriptions
Subscription fees as set by providers, invoiced monthly
Software training
Training to learn how to get the most out of technology in your business. (1-1.5 hours)
Software Consultancy, Implementation and Training
Identifying the best systems and accounting software for your business; installing and configuring the software to suit your purposes; recommending processes to make your computer system more secure; and training you to be a self-sufficient user of a range of software applications.
Software Support
Training you to be a self-sufficient user of a range of software applications.
Annual Financial Accounts
Preparing your annual financial statements to give you peace of mind that you’re meeting all legislative requirements and paying as little tax as legitimately possible.
Annual Accounts review meeting
Meeting with you annually to review annual accounts to increase your understanding of the findings and discuss future opportunities based on the results.
Income tax returns
Ensuring all tax requirements are meet and you are paying as little tax as legitimately possible.
Provisional Tax Reminders and Assessments
Ensuring your IRD notices reflect what we’ve done so you get no tax surprises.
IRD Relationship Management
Acting as your tax agent with IRD, including checking all Notices of Assessment and Statements of Account for accuracy and advising you of amounts due.
GST Return Preparation and filing
Managing your GST returns to free up your time and reduce re-work at year end.
Payroll and PAYE preparation
Managing your payroll and PAYE to give you peace of mind that your payroll is compliant and on time.
Dividends
Completing all statutory requirements to document dividends paid, including Resolutions, Minutes, journal entries, and IRD Forms.
Income Tax and Provisional Tax reviews
Reviewing your year to date results to ensure you’re paying the right amount of tax at each tax instalment due date.
FBT Returns
Completing and filing your Fringe Benefit Tax Returns and advising you of amounts payable.
Companies Office Administration (incl. Annual Return)
Ensuring you meet the requirements of the Companies Act, including maintenance of all required statutory registers and filing your Annual Company Return.
Confirmation letters to Bank or Lawyer (incl. Source of Wealth)
Official confirmation letters to banks or lawyers at their or your request.
ACC Administration
Acting as your agent for ACC purposes so that all correspondence is handled by us, checking to ensure ACC is at appropriate levels, and advising you of amounts payable. Checking your ACC classification and levies reflect your current business activity to ensure you’re not overpaying your ACC levies.
Professional Trustee Service
Acting as Professional Trustee for your Trust, ensuring that all decisions made are correctly documented, comply with all relevant legislation and are in the best interests of the beneficiaries.
Income Tax and Provisional Tax reviews
Reviewing your year to date results to ensure you’re paying the right amount of tax at each tax instalment due date.
IRD Relationship Management
Acting as your tax agent with IRD, including checking all Notices of Assessment and Statements of Account for accuracy and advising you of amounts due.
Company incorporation
Establishing your Company on the New Zealand Companies Register in line with the requirements of the Companies Act, including establishing all statutory Registers, Minutes and Resolutions. Includes registering with IRD and linking to our agency.
Trust Set up
After your solicitor has set up your Trust, we’ll establish your Trust folder, including establishing your Trust Directory and storing essential documents such as the Trust Deed, Memorandum of Wishes, Wills, Loan agreements, and associated Minutes. Includes registering with IRD and linking to our agency.
Accounts Payable
Checking all invoices payable match orders made before arranging recording and payment.
Accounts Receivable
Preparing timely invoicing to your customers and ensuring you’re paid in line with your payment terms.
Bank Reconciliation
Maintaining your cashbook and completing regular bank reconciliations, ensuring all items are coded and recorded accurately.
Cashflow Forecast
Preparation of a Cashflow Forecast and a one hour Cashflow review meeting to finalise the Forecast and identify opportunities for improvement.
Cashflow & Profit Improvement Meeting
If you’re unsure of the difference between cashflow and profit and often wonder why there’s not as much money in your bank account as you expected we aim to address that in this meeting to help increase profit and cashflow.
Cashflow Management Coaching
Update of Cashflow forecast monthly and a monthly phone call to discuss the key points of the forecast.
Interim Management Accounts
Preparing Interim Management Accounts and providing you with reports along with a meeting or call to discuss results.
Management Reporting
Monthly Management reports providing a snapshot of your accounts along with a 15 minute momentum call to discuss the results.
Business Planning
A planning session that identifies your 12-month goals, 90 day goals and actions, culminating in a dynamic one-page Business Plan.
Business Coaching
We will provide you with the accountability and support to keep you on target towards achieving the goals you have set in your Business Plan
Financial Awareness Coaching
This coaching is aimed to help you gain confidence with your numbers, enabling you to better manage your cashflow and grow your business. You will attend bi-monthly meetings to discuss and review your financial results.
Trust Review Service
This service ensures your Trust reflects your current intentions and meets statutory requirements.
Succession Planning
We will work with you to develop your Succession Plan by identifying your succession options, clarifying your objectives – considering business, personal and family expectations – and defining the steps you’ll take to achieve them.
Governance Planning
It’s essential that all directors of a company understand governance best practice, and why it’s important: to add value and minimise risk. If you’re serious about having an effective Board of Directors, a plan is crucial to help reduce stress and increase the value of your company.
Organisational Review
An Organisational Review will help you build a functional Organisation Chart which visually defines departments, key functions, roles and responsibilities.We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.
KPI Improvement coaching
We’ve developed this service to enable business owners to understand the key drivers or KPIs in their business. We want you to learn how to accurately measure them and apply strategies and tactics to improve them. We will provide monthly coaching to help your head in the right direction to meet these KPIs.
Core Values Development
Core Values must be developed from within to be authentic to your company and Team. Our effective Core Values Development service allows us to act as a neutral facilitator and lead the process so that your outcome truly reflects your business.