SERVICES

Business Advisory

We provide assistance and support to enable our clients to make the big decisions around financial planning. We have you covered from starting your own business to taking it a little easier at the end of your working life and everything in between.

  • Business Set Up or Sale.

  • Investment Decisions

  • Strategic Planning and Business Improvements

  • Succession + Retirement planning

  • Financial Structuring + Debt Management

Accounting and Tax

We will help keep you on top of all things accounting, from understanding your legislative requitements through to making sure you're on time with your tax payments.

  • Preparation of your Annual Accounts

  • Tax Management and Planning

  • Provisional Tax

  • Good and Servies Tax (GST)

  • Fringe Benefit Tax (FBT)

  • Rental Properties

  • Working for Families Tax Credits

  • ACC

  • IRD PAYE, Payday Filing, Payroll

Reporting and Budgets

Helping clients to be prepared is a key focus. We encourage clients to keep an eye on the big picture. Budgets enable you to set financial targets and measure your performance whilst having the ability to maneuver within it. Banks require budgets for funding and refinancing.

  • Cashflow

  • Budgets

  • Tax Schedules

    • Enclosed with Annual Accounts

Specialist Services (Companies + Trusts)

We can help you keep on top of company administration including incorporating a new company, share transfers, deeds of appointment or retirement or annual company returns.

Trusts can also be tricky to keep up to date, so we can help you with these too by ensuring all statutory requirements are met.