Services

ACCOUNTING

− ANNUAL FINANCIAL STATEMENTS

We believe in the power of having a plan to know where you’re going. And to keep the IRD happy by getting your tax return right, and filed on time. Whether you are trading as a business, trust, or as an individual we will complete your financial statements and tax returns, and file them directly with the IRD. We’ll also keep you informed of all updates and changes in key business and taxation legislation.
 

− RENTAL STATEMENTS

It is important that all the available deductions are claimed when preparing a tax return for your rental property taxable income. We can ensure this is done in your tax return.
 

− GST •  RWT

It’s critical to keep on top of all your taxation requirements. Otherwise it can be a costly mistake. We can prepare and file PAYE, GST and RWT returns with the IRD.

BUSINESS ADMINISTRATION SERVICES

With our expertise and knowledge we can free up more of your valuable time by doing your bookkeeping tasks.
• Cashbook
• All other Bookkeeping tasks
 

− ACC ADMINISTRATION

Understanding ACC can be time consuming and confusing. We make it simple by ensuring you have the best ACC cover plan, are assessed at the correct rates, and that you’re paying the correct amount of levies. It is also important that your classification is correct and we can keep that under review. If an accident should occur we can assist with managing the claims process for you.
 

− COMPANY RECORDS

In terms of the Companies Act 1993, a company has a number of statutory obligations to comply with. Keeping on top of your company obligations is the only way to avoid paying costly penalties. To ensure you don’t get hit with any unwanted fees we have the expertise to undertake the following services:
• Company Formation
• Filing of Company Annual Returns at the Companies office
• Preparation of Minutes, Resolutions, and Director’s Reports
• Maintenance of Statutory Register
• Updating information on Change of Directors, Shareholders, Addresses and Office Details
• Share Transfers
• Dividend Documentation
• Registered Office Facility
 

− REPORTS

They say, information is power, and we agree. Access to up-to-date real time financial information is an important strategic management tool for business decisions. We can tailor information and reports to suit your individual requirements. And offer you constructive advise on any related field.
 

− BUDGETS AND CASHFLOW FORECASTS

A budget allows you to plan. And gives confidence in the growth of your business. As a working document, it should be referred to as often as possible to ensure you’re on track to meet your goals. Cashflow, or lack of it, can cause a major headache. It’s vital you have enough money to cover your financial and taxation obligations. An updated Cashflow forecast is necessary to help you make informed decisions, and in turn meet your financial and taxation payment deadlines. Talk to us about how we can help you integrate budgeting and cashflow forecasting into your accounting system.

 

TRUST ADMINISTRATION

With years of experience in Accounting for Trusts we have the knowledge and information required for the management of trusts.
 

SUCCESSION PLANNING

As a business owner there may come a time when you want to sell your business. When the time comes to sell, you’ll want to reap the reward for all of the hard work invested. Getting the highest price possible will depend on designing and planning your savvy exit strategy.
Talk to us about how we can help.
 

BUSINESS SUPPORT

We all need someone on our side to help keep us motivated, and make sure we’re on track to reach our goals, and objectives.  Our business support service will help you set goals, and establish a plan on the best way to achieve growth and success.  With regular meetings we’ll ensure you are implementing the plan, reaching your set objectives, and are achieving the tasks that contribute to the growth and success of your business. Business support helps you stay focused, and true to your business. Talk to us about how we can help you achieve continued success.
 

− ACCOUNTING SOFTWARE

Xero “The World’s Easiest Accounting Software.  Xero is designed in New Zealand, but sold worldwide. It is accessible anywhere there is an internet connection. Plus the client is able to view the same date at the same time as the Accountant. Xero is on-line, real time accounting software, and allows for the safe automatic imports of bank transactions.