Services
Accounting, tax & advisory — built around you.
Whether you're a start-up, a growing enterprise or an established organisation, we'll guide you toward financial clarity and strategic growth. Five focused services, one trusted relationship.
01 — Foundations
Business structures & company formations — kept simple.
Limited liability companies, look-through companies, trusts, sole traders and partnerships. We set up the right structure for your goals from day one — so the foundations of your business work for you, not against you.
- Company incorporation & shareholder agreements
- Trust formation and trustee guidance
- Sole trader & partnership setup
02 — Systems
Accounting & payroll systems — setup and maintenance.
Make the most of the latest cloud software and applications, including Xero, so your day-to-day finance just works. We set things up properly, train your team, and stay on hand when you need us.
- Xero setup, migration and training
- Payroll software & PAYE management
- Integrated apps for invoicing, time & inventory
03 — Compliance
Inland Revenue compliance — kept up to date.
Income Tax, Goods & Services Tax, PAYE and Fringe Benefit Tax — filed correctly and on time, every time. As your IRD intermediary we handle correspondence on your behalf.
- Income tax returns (company, trust, individual)
- GST, PAYE and FBT returns
- IRD correspondence handled on your behalf
04 — Growth
Business consultancy — meaningful, timely reporting.
Planning, budgets and management reports to help you move your business toward where you want it to be. Practical advice backed by 35+ years of commercial experience.
- Annual budgets & cash-flow forecasts
- Monthly / quarterly management reports
- Strategic planning sessions
05 — Leadership
Virtual Financial Controller.
Strategic financial leadership, reporting and forecasting without the cost of a full-time hire. A senior pair of eyes on your numbers, every month.
- Board-ready monthly reporting
- Cash-flow & funding strategy
- KPI tracking and scenario forecasting