Our Services
Comprehensive accounting and business support tailored to your unique needs
HOW WE WORK
We'll ensure that you focus on the opportunities
Comprehensive Business Support
Our simple two-step process gets you the professional support you need, so you can concentrate on growing your business.
Initial Consultation
We offer consultations either in person or via video chat (Zoom or Teams). During this meeting, we'll discuss your needs—whether they relate to your business, trust, or personal affairs. No matter the size or complexity, we're here and happy to help.
Engagement of Services
If both parties agree on the scope of work following the initial consultation, we'll provide a formal letter of engagement outlining the services to be delivered and our mutual responsibilities. From there, we work for you.
Accounting + Tax
They say death and taxes are the only certainties in life—while we can’t help with the first, we make your tax and accounting compliance our priority, so you can focus on what you do best.
Our services include:
- Annual Financial Statements
- Annual Tax Returns
- Tax Planning and Management
- Tax Payment Reminders
- IRD Correspondence
- Unlimited Support and Advice
We ensure your obligations are met accurately and on time—while providing proactive advice to help you stay ahead.
Virtual Bookkeeping & Business Support
Save on office space, training, and admin costs by leveraging our virtual bookkeeping and business support services—customised to suit your business needs.
Whether you’re starting from scratch or transitioning from in-house staff, we ensure a smooth process with accurate, up-to-date records and minimal disruption to your operations.
What sets us apart? We never outsource. All work is handled by experienced, NZ-based professionals who understand your business and are committed to maintaining the highest standards.
Our services include:
- Xero Bank Reconciliations
- Payroll
- GST Returns
- Creditor Management
- Debtor Management
- Customer Invoicing
Practical Advice + Cashflow Coaching
Our experience with many varied businesses is provided back to you with practical advice on such diverse areas as:
- Governance
- Tax planning
- Succession planning
- Human Resources
- Business Finance
- Business systems
- Cashflow management.
Management Reporting + Budgeting
Our goal is to help you look ahead with clarity and confidence. By setting clear targets and regularly tracking performance against forecasts, you can proactively manage change and drive growth.
We offer support with:
- Annual Budget Preparation
- 90-Day and Annual Cash Flow Forecasts to help you micro-manage for cashflow positivity
- Monthly Management Accounts
- Monthly Key Performance Highlights, including dashboard presentations of your financial position
- Coaching for you and your team on how to read, interpret, and act on key financial KPIs
With the right tools and insight, you’ll gain greater control over your business performance.
Virtual Finance Management Team
Our experienced Virtual Finance Team provides the assistance and advice of the financial department at cost-effective prices:
- Management Accountant
- Finance Manager
- Part-Time Virtual CFO
- Financial Administrator
- In house support and training to your existing accounting team
Company Administration
Setting up, running, or closing a company involves a range of behind-the-scenes compliance tasks—especially when it comes to preparing and lodging the right documents with the Companies Office.
We manage company administration for most of our clients and understand exactly what’s required, ensuring the job is done accurately and efficiently.
Our services include:
- Company formations and closuresIssuing or reducing share capital
- Changes to directors or shareholders
- Filing annual returns
- Preparing annual company resolutions
Let us take care of the compliance, so you can focus on running your business.