Services
Preparation of all types of Accounting Reports and Returns
- Preparation of Management Reports: Our service includes preparation of reports for discussion with management utlilised as part of the businesses regular planning process. Letting you know how your business has done for the last month, quarter, half year or year.
- Cashflow Forecasting: Regular profit and cash flow forecasts are vital to business owners and managers. They provide critical information as to the life of the business, not only for the owners and directors but also for potential providers of finance.
- Preparing Financial reports: Rental Accounts, Statement of Financial Permance and Balance Sheets - in accordance with Accounting Standards.
- Business Planning: We help you identify where you want to be in the future and then help tailor strategies to get you there.
- Assisting and encouraging companies to prepare reliable financial information
- Creating 'what if' models to assess the consequences of specific decisions
- Providing Management Advice.
- Comparing results and investigating material variances to budget.
Tax Planning Advice/Strategies
We take a straight-forward approach to minimise your tax costs within the law. We take time to make sure your business structure is appropriate. We provide a complete service of help and advice in all of the following areas:
- Preparation of tax returns for individuals, partnerships, trusts and ccompanies and advice on payment of tax
- GST/FBT/PAYE obligations
- Management of any IRD Audits or disputes
Family Trusts
Trust Formation and Administration
We know you want to make money and a Trust may help you keep it. But trusts have their own special requirements for record keeping and reporting to the Trustees and Beneficiaries. Advice on and implementation of tax effective trust structures for asset protection and tax minimisation and we can do that for you.
MYOB Training & Support
- MYOB: We have established a partnership with MYOB to ensure we have the software solution for your business. Many of our clients use MYOB accounting software to manage their business, which integrates with the MYOB Accountants software, which we use to run our practice. This means that less time is spent duplicating tasks, allowing you to concentrate on more important things like improving your business From businesses that do most of their accounting in-house, to those who want to leave it all to us, MYOB has the solution for you.
- BankLink: We offer clients the BankLink service. BankLink provides a range of tools and services to help accountants and clients streamline their accounting workload by enabling the electronic transfer of bank statements from your bank to your accountant. This avoids duplication of effort and helps to minimise processing time and the number of queries.
Business Advice, Management & Support
Negative Gearing Advice
Business Migration
Bookkeeping Services
Business Purchase Advise
Business Set Up Assistance
Asset Protection
Business Coaching
Home Loans & Refinance Assistance (Referral)
Insurance & Investment Advice (Referral)
