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We deliver people focused accountancy services.

We love knotty problems that require outside the box solutions involving strategy and creativity.

"It’s like having another member of our team

seamlessly taking care of all the financial admin

allowing us to focus on what we do best."

         David Nielson (Saara Ltd)

"No more staying up to mid night when GST was due trying to figure out what we owe. No more lost invoices and receipts to be reconciled and paper piled high."

         Pete Townsend (Trinity Valley Farms)

 
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10 years of good business.

 

Xero Online Training Sessions

Many have asked about learning how to drive different aspects of Xero. Our educational Zoom meetings illuminate useful Xero topics every session.

7 Ways to Grow Your Business

Don’t miss our next educational event. You’ll identify potential areas for profit improvement, learn vital business growth strategies and understand how you can easily apply them to your business.

Our services, tailored to your needs.

Tax & Compliance

  • Annual tax requirements

  • Report preparation for stakeholders

  • Business sale proposals

  • Due diligence on business purchases

  • Companies office statutory compliance

  • Tax advice and succession planning

  • Business/ company setup


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Business Planning & Financial Awareness

  • Mentoring

  • Planning the process

  • Coaching & Accountability

  • Practical assistance


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Governance

  • Advisory board assistance

  • Financial overview

  • Financial Controller assistance

  • Monthly / Quarterly reporting


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Bookkeeping

  • Debtor management

  • Creditor entry  / reconciliation

  • Wages

  • Bank reconciliation

  • Usually managed in the cloud




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Systems Reviews and Conversions

  • On site system reviews

  • Help with implementation of new systems

  • Help with migration to new systems

  • Transition to Xero


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Training & Education

  • Xero help / training

  • One on one

  • Seminars

  • Financial awareness coaching


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We are not limited by physical location.

We strive to place all aspects of our business in the cloud and teach others how to do this too.

 

Individual packages to fit your business requirements.

Taxation

& Compliance

  • Annual tax returns

  • Annual financials

  • GST returns

  • Other returns as required (incl FBT WHT etc)

  • New business start up compliance

  • Xero subscription

  • Complimentary client reviews

  • Bookkeeping

Business Development

  • Business planning – business plan creation

  • Business plan implementation

  • Organisational review

  • Systems review

  • KPI identification & improvement coaching

  • Core values development

  • Cashflow management

  • Trust reviews

  • Succession planning

Training

& Education

  • Financial awareness coaching / training

  • Life organiser

  • Value based selling

  • Xero training

  • Training in Xero add ons

 

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