Services

Select the Service you would like to know more about :

Business Accountancy
Management
Tax Planning
Tax Minimisation
Family Trusts
Business Advice
Computerisation
Planning


Business Accountancy

We offer all the business accounting and compliance services businesses need. Basic accountancy supplies the facts and figures that enable plans and decisions to be made.

We can prepare:

- Financial Accounts
- Tax Returns
- GST returns and reconciliation’s
- Statements of financial performance and position
- PAYE returns
- FBT returns

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Management

Management information systems & accounting
We offer training and execution in the principals of the five “p’s”

“Prior Preparation Prevents Poor Performance”

Prepare for the future

Plan for the next crisis or opportunity

Be pro active, not reactive. Accurate and timely management accounting systems that can prepare medium and long term plans, are indicative of a well run business.

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Tax Planning

Effective planning of income streams, and the use of taxation adjustments can reduce the total tax payable over a number of years. To facilitate effective budgeting we can provide

- Cashbook analysis and cash flow projections
- Business buying and selling
- Business plans
- Budgets
- Business and Shareholder valuations

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Tax Minimisation

Tax in New Zealand is a mass of complex laws and regulations, and few business owners have the time to keep up to date on every tax change affecting them.

Many would argue that paying tax is a social responsibility, but can you really afford to pay more tax than you have to? After examining business and personal circumstances we can explain practical ways to reduce the amount of tax payable and better protection of personal and business assets.

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Family Trusts

Family Trusts Advice & Accounting
If you are in business then a Family Trust could be a key strategy for the protection of your assets, and probably a vital element for estate planning. Perhaps a Family Trust is not the most effective method for your business or lifestyle. For more information on which methods are best suited for you, please telephone for a no obligation appointment.

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Business Advice

Business advice, coaching and mentoring

We can provide assistance and training.

- Profitability reviews for maximum return on investment.

- Company Formations, ensuring the correct protective structures are in place.

- Credit control training and collection systems.

- Management structures

- Staff reporting

- Job definitions, objectivies and performance reviews

- Insurance

- Funding

- Loans and borrowings

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Computerisation

Are your accounts in a shoe box?

Do you know how much you are owed?

Do you know how old the debts are?

Do you know how much is in the bank?

Do you know how much you owe?

If the answer to these is NO then maybe a computer system would help.

These can range from a simple cost recording system to a full accounting function.  We can assist in the selection, implementation and installation of a system to suit your needs.

The system is modified to suit you, where ever possible - not the other way around.

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Planning

Are you planning to work, or working to a plan?

Where do you wish to be in five years time?

How can you achieve your goals?

We can assist you by:

Planning

Exit strategies - grooming businesses for sale to maximise the selling price

Succession planning - how to retire and keep your income

Forecasts

Budgetting Control

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