Accounting

Accounting hero

Our accounting, taxation, and strategy specialists help you cut through complexity and focus on what matters most. We’ll partner with you to help you establish a strong foundation designed for long-term growth.

Accounting for 

better business

Value based advice

From helping with margin and cashflow improvement to asset protection, we've got long-term planning covered.

Get sorted with Xero

We’ll implement the right software and train your team, helping you access the timely info you need to manage your business.

Take the worry out of tax time

We’ll prepare and file your returns and financial statements, focusing on accuracy and timeliness to help you meet your IRD obligations.

GST & Payroll sorted

We efficiently manage your GST and payroll, using your data to track performance and support your ongoing compliance.

Our 8 critical 

pathways for success

We’ve evolved our accounting offer to focus on 

two clear objectives for every client — 

certainty and growth. At every review, we analyse 

these eight pillars to ensure your 

business is performing at its peak.

Investments & Growth

Building wealth beyond the balance sheet.

Net Worth & Profit

Maximising the actual value you take home.

Budget & Cashflow

Ensuring you have the liquidity to seize opportunities.

Structure & Asset Protection

Safely organising your business to minimise risk.

Optimisation

Advanced tax planning and tax minimisation.

Succession planning

Planning for a smooth succession or sale.

Planning

Aligning your business with financial retirement goals.

Endowment

Building a lasting legacy for the future.

Choose your level of partnership

Our fees are fixed and billed monthly to provide you with absolute certainty.

Silver: Compliance+
$250 – $500 / month
Focus: Foundations & IRD Compliance
  • Annual Financial Statements & Tax Returns
  • Companies Office Annual Filing
  • GST Returns & IRD Management
  • Annual Reviews
  • Periodic Newsletters & Ad-hoc queries
  • 24-hour Response Guarantee
Gold: Growth & Strategy
$500+ / month
Focus: Cashflow & Margin Improvement
  • Everything in Silver, plus:
  • Cashflow Forecasts
  • Quarterly Performance Meetings
  • Marketing Plan Reviews
  • Personal & Company Reviews
Platinum: Advisory Board
$1,000+ / month
Focus: Business Growth & Succession
  • Everything in Gold, plus:
  • Advisory Board Participation
  • Succession Planning
  • Independently Determined Projects
  • Bespoke Strategic Advice

How we work 

with you

Develop your business setup & strategy

We can provide advice around the best business structure for you, set up your New Zealand Business Number (NZBN) and sort your entire business registration process.

 

Elevate the performance of your business with advanced cash flow forecasting, scenario modelling, marketing plans, and accounting strategies.

Work with you on financial planning

At the end of the day, your business is a vehicle to help you get what you want out of life - not be your life - so why should your accounting stop where your business ends?

As financial planning specialists we align your business and personal goals, create an action plan to reach them and monitor your progress along the way.

Assist with Group insurance

We can do more than just keep your business compliant. We can help with insurance for you and your employees. 

One of our most popular arrangements is setting you up with Group Health Insurance schemes. This is a great tool for improving employee retention

Be your businesses KiwiSaver adviser

We can also act as your KiwiSaver adviser. It costs nothing extra and gives your employees access to tailored advice about their own KiwiSaver scheme.

Sort your property investment obligations

If you're investing in property, we’re here to help with that too. From initial modelling to ongoing accounting we can maximise your tax benefits while making sure you’re staying compliant.

Book a Discovery Call

Select a time that works for you to speak with one of our advisers.