Getting the basics right. Love or hate compliance it tells you a lot about your business, where you have been and what has worked well or not. Meeting your obligations with IRD gives you peace of mind, allowing you to focus on growing your business & achieve the lifestyle you desire

• Annual Financial Statements

• Income Tax Returns

• GST / FBT / PAYE / RWT/ Dividend Returns

• Liaising with IRD on your behalf on day to day matters

• Reminding you of tax payments and following up with IRD on refunds due to you

• All other tax / compliance matters

• Trust record keeping

• Company statutory compliance

• Helping you choose the right software for your business and providing basic software support

We’re here to help you make those crossroads decisions using where you came from, what you know has worked well, and helping you to make decisions along the road to reach your ultimate business and lifestyle goals. The better you understand your business, the easier it will be to generate a larger income and achieve the outcomes you desire. Quality management decisions rely on a sound understanding of the financial implications for a business.

• Budgets

• Cashflow forecasts

• Due diligence on prospective business purchases

• Financial awareness coaching

• General tax & business advice

• Helping you with preparing information to sell your business

• Helping you to obtain business loans

• Management Reporting

• Organisational Reviews

• Quarterly coaching

Do you ask yourself: Where am i going in my business? It’s all about planning – planning leads to success. We want to help you achieve success! Every business needs a plan identifying what makes you unique, where you want to go and setting relevant goals. We offer:

• Business Plans

Business planning is about setting realistic and measurable goals, having strategies in place to achieve it, and regularly reviewing your goals in regard to changing circumstances

• Succession Plans

Succession planning is about clarifying what you want for the future and defining the steps required to turn that vision into a reality, while taking into consideration business, personal and family expectations