& Taxation

Our team make Accounting and Taxation requirements simple for those who would rather spend time on their business than deal with the paperwork.

Annual Financial Reporting – Sort the annual compliance and take control of your business.

Preparation of all types of Tax Returns – Including Income Tax, GST, FBT and more.

Taking care of IRD compliance – Tax account management, assessments and letting you know what to pay and when.

Companies Office Admin – Taking care of the statutory stuff including filing Annual Returns and keeping the registers updated.

GST – Capture your transactions accurately and ensure timely filing of returns.

Monthly & Quarterly Management Reporting – You can’t manage what you don’t measure.

Accounting system setup & support – Review and recommend changes to your system, installation and training on the most suitable software for your business.

Complimentary Client Review – We’re here to make a real difference to our clients. As a business client, you will have an annual complimentary client review (CCR) as part of our compliance service, where you get to do all the talking.

Quick Queries – If you are on a monthly service plan tell us you have a “quick query” for a complimentary phone call or email on issues that can be raised and resolved within 10 minutes.

Want to know more about your tax?
Spend less time on your books and more time on your business.


The answers are just waiting to emerge.
We’ll guide you and your people to unlock them and embrace the necessary change to reach your goals.

Business Plan – An effective business planning process gets to the heart and soul of your business. This eliminates a factor that is all too common in business – PROCRASTINATION.

Quarterly Coaching – As a business owner you can at times feel alone and unsupported. We provide you with accountability and support to keep you on target towards achieving the goals set out in your Business Plan.

Succession Planning – Time your departure when your business is performing at its best to achieve the best possible return reflecting years of hard work.  It could also be about having a “Plan B“ if a disaster hits you or the business.

Financial Awareness Coaching – It’s one thing to see the figures but another to understand them.  Management decisions rely on a sound understanding of the financial drivers in your business.  This is a great starting point to gain confidence and knowledge to successfully lead and manage your business.

Organisation Review – Overwhelmed by the number of different tasks you’re trying to manage in your business? We’ll help you build a functional plan defining key functions, roles and responsibilities.

Marketing Plans – Every business should have a marketing plan which enables you to set clear goals and actions required to achieve them.

& Structuring

Structuring is setting the framework so the necessary steps allow fulfilment of a strategy, thus maximising your potential.

Tax Advisory Services – We provide practical and easy to read advice on any transaction relating to tax.

Tax Effective Structures – Review existing structures to maximise protection and minimise tax including companies, trusts and partnerships.

Business Structuring – Look inside your business and gauge where we think improvements can be made.

Business Valuations – Selling or insuring? Know what your business is really worth. Buying a business? Assess the value before committing to a purchase.

Cashflow Forecast – Cash flow planning is best practice in any business. It is critical to survival and growth, enabling you to respond to changes in your business.