Services

Services built around your business.

Whether you're managing the day-to-day, watching your cashflow, or just getting started — we've got you covered.

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Accounting & Tax

Your compliance sorted, your tax optimised — so you can focus on running your business.

Small and medium businesses are the backbone of New Zealand — and we've spent years working alongside them. From tradies and hospitality to professional services and tech, we understand the pressures you face. We don't just tick boxes and file returns — we make sure you're paying what you should (and not a dollar more) and handle Inland Revenue so you don't have to.

Let's talk about your business →

What we handle

Year-end accounts

  • ✓Annual financial statements prepared to standard
  • ✓Company, sole trader, partnership, and trust structures
  • ✓Filed on time, every time

Tax returns

  • ✓Income tax for companies, partnerships, sole traders, trusts, and individuals
  • ✓Tax planning to keep more of what you earn
  • ✓Making sure you're structured efficiently

GST

  • ✓Returns filed accurately and on time
  • ✓Advice on timing and cashflow implications
  • ✓No nasty surprises from IRD

Payroll & employer tax

  • ✓PAYE processing and filing
  • ✓FBT calculations and returns
  • ✓Getting your employer obligations right from day one

IRD correspondence

  • ✓We handle all Inland Revenue correspondence on your behalf
  • ✓Queries, audits, and disputes managed for you
  • ✓Plain-English explanations of what's actually going on

Tax planning

  • ✓Legitimate strategies to reduce your tax bill
  • ✓Timing advice for income and expenses
  • ✓Structure reviews to make sure you're set up right

Bookkeeping & Management Accounting

Clear, accurate books — and reports that actually help you run your business.

Good bookkeeping isn't just about recording transactions — it's about having a clear view of where your business stands so you can make smart decisions. We handle the day-to-day number work and turn it into insights you can actually use.

Get your books sorted →

What we handle

Bookkeeping

  • ✓Day-to-day transaction recording
  • ✓Bank reconciliations
  • ✓Accounts payable and receivable
  • ✓Xero setup and ongoing support
  • ✓Catch-up bookkeeping if you've fallen behind

Monthly management accounts

  • ✓Profit and loss statements
  • ✓Balance sheets
  • ✓Cashflow reports
  • ✓Presented in plain English — no jargon, just what matters

Management reporting

  • ✓Reports when you need them — monthly, quarterly, or as your business requires
  • ✓Not just data, but what it means and what to do about it
  • ✓We meet with you to walk through your numbers and answer your questions

Business Support & Advisory

Strategic guidance to help you grow — grounded in real numbers, not theory.

Running a business means making decisions every day — some small, some that shape your future. Whether you're planning for growth, navigating a rough patch, or just want to know if you're on the right track, we're here to help you think it through.

Let's build your roadmap →

What we handle

Budgeting

  • ✓Realistic budgets that reflect how your business actually works
  • ✓Regular tracking against your budget
  • ✓Adjustments as you go — because business doesn't stand still

Forecasting

  • ✓Cashflow forecasts so you can see what's coming
  • ✓Revenue and expense projections
  • ✓Scenario planning — what happens if things go better (or worse) than expected

Business planning

  • ✓Strategic plans that are practical, not pie-in-the-sky
  • ✓Growth planning with the numbers to back it up
  • ✓Support for funding applications and investor discussions

Business modelling

  • ✓Financial models for new ventures or major decisions
  • ✓Testing different scenarios before you commit
  • ✓Understanding the real costs and returns

Business restructuring

  • ✓Reviews of your business structure for tax efficiency and protection
  • ✓Advice on company vs sole trader vs partnership
  • ✓Restructuring support when your business outgrows its current setup

Business valuations

  • ✓Independent valuations for buying, selling, or partnership changes
  • ✓Clear, defensible numbers you can take to the bank or a buyer
  • ✓Plain-English explanations of how we got there

New Business Startup

You don't have to figure it all out on your own.

Starting a business is exciting — but the early decisions matter. Get the foundations right and you set yourself up for success. Get them wrong and you'll spend years unpicking the mess. We walk alongside new business owners from day one, helping you navigate the setup and build systems that will grow with you.

Let's get you started →

What we handle

Business structure

  • ✓Sole trader, company, partnership, or trust — what's right for you?
  • ✓Pros, cons, and tax implications explained in plain English
  • ✓Shareholding and ownership structures

Registration & compliance

  • ✓IRD registration (GST, PAYE, income tax)
  • ✓ACC levies and employer obligations
  • ✓Companies Office requirements

Financial systems

  • ✓Setting up your accounting software (Xero, MYOB, or others)
  • ✓Chart of accounts tailored to your business
  • ✓Processes for invoicing, payments, and record-keeping

Your support network

  • ✓Connections to trusted lawyers, bankers, and insurance brokers
  • ✓Ongoing support as your business finds its feet

CashflowFirst

Clear, practical advice on improving your cash position.

You can be profitable on paper and still run out of money. It happens more often than you'd think — and it's avoidable. CashflowFirst is our structured approach to helping you see exactly where your cash comes from, where it goes, and how to stay ahead of the gaps.

Get your cashflow sorted →

What we handle

Cashflow forecasting

  • ✓13-week rolling cashflow forecasts
  • ✓Scenario modelling — what happens if a big customer pays late, or costs rise?
  • ✓Identifying pinch points before they become crises

Cash management

  • ✓Working capital optimisation
  • ✓Payment terms and collection processes
  • ✓Practical advice on improving your cash position

Ongoing support

  • ✓Regular cashflow review meetings
  • ✓Alerts and check-ins — so you're never caught off guard
  • ✓Plain-English advice you can actually act on

Not sure which one you need?

Give us a call. We'll listen, ask a few questions, and point you in the right direction — no pressure.

Talk to us →