SERVICES
YOUR SUCCESS
We undertake to help you to:
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Achieve profit & business success;
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Enhance the value of your business;
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Comply with relevant tax & business legislation;
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Minimise the tax you pay, legitimately;
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Protect your important assets;
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Adopt prudent financial management practices;
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Increase your leisure time, free yourself from worry & extend your life (Well, we'll do our best on that one).
What we are good at:
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All of the above AND -
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Listening to you (We might learn something!)
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Being pro-active rather than reactive (You are busy running your business; We work behind the scenes saving you tax and monitoring your progress)
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Keeping you on the straight path (IRD and your Bank expect it and appreciate it, daily)
SOLUTIONS
Services we offer:
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Monthly & Annual Accounts;
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Returns for Income Tax, GST, PAYE, ACC, FBT and all other tax types;
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Cashflow Forecasts & Budgets;
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Business start-ups, purchases and sales;
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Accounting Systems advice;
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Company Formation & Secretarial;
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LTCs for Rental Investors;
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Family Trusts formation and accounting;
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Ad-hoc reports for banks, what-if scenarios and proposed business ventures;
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Ratio analysis and benchmarking;
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Funding strategies for growth;
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Compliance with the Income Tax Act 2007, Companies Act 1993, Financial Reporting Act 1993, Tax Administration Act 1994
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Virtual CFO (see "Strategies" next)
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and more.
Good record-keeping systems result in:
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Accurate financial information;
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Correct calculation of taxes payable;
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Better funding support from your bank;
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Fewer IRD Audits;
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More attractiveness to potential buyers of your business;
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Lower accounting fees;
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A happier management team!
STRATEGIES
As your "virtual CFO" we will engage with you as follows:
Number 1: Determine your goals
In our initial meeting we'll discuss what you want to achieve in business, where you're at and what you need in order to progress.
Number 2: Get the record-keeping under control
The systems we use:
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MYOB (desktop software);
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MYOB LiveAccounts;
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Xero;
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BankLink;
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Spreadsheet Templates (for monthly bookkeeping).
Having complete and accurate financial information is necessary to determine your trading results and financial position at any time.
CLICK for BUSINESS TIPS FROM IRD
Number 3: Collate and analyse the results
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Here we use our experience to check your financial data, trends and ratios to see where you are doing well and where things can be improved.
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We use Waikato University business benchmarking statistics to compare your trading results against national industry standards.
Number 4: Report, Discuss and Strategise
Your Financial Statements are just the beginning...