SERVICES

YOUR SUCCESS

 

We undertake to help you to:

 

  • Achieve profit & pay the correct amount of tax;

  • Enhance the value of your business;

  • Comply with relevant business legislation;

  • Protect your important assets;

  • Adopt prudent financial management practices;

  • 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:

 

  • All of the above AND -

  • Listening to you (We might learn something!)

  • Being pro-active rather than reactive (You are busy running your business; We work behind the scenes saving you tax and monitoring your progress)

  •  Keeping you on the straight path (IRD and your Bank expect it and appreciate it, daily)

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SOLUTIONS

 

Services we offer:

 

  • Monthly & Annual Accounts;

  • Returns for Income Tax, GST, PAYE, ACC, FBT and all other tax types;

  • Cashflow Forecasts & Budgets;

  • Business start-ups, purchases and sales;

  • Accounting Systems advice;

  • Company Formation & Secretarial;

  • LTCs for Rental Investors;

  • Family Trusts formation and accounting;

  • Ad-hoc reports for banks, what-if scenarios and proposed business ventures;

  • Ratio analysis and benchmarking;

  • Funding strategies for growth;

  • Compliance with the Income Tax Act 2007, Companies Act 1993, Financial Reporting Act 1993, Tax Administration Act 1994

  • Virtual CFO (see "Strategies" next)

  • and more.

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Good record-keeping systems result in:

 

  • Accurate financial information;
  • Correct calculation of taxes payable;
  • Better funding support from your bank;
  • Fewer IRD Audits;
  • More attractiveness to potential buyers of your business;
  • Lower accounting fees;
  • A happier management team!
  • CLICK for BUSINESS TIPS FROM IRD
STRATEGIES

 

As your "virtual CFO" we can help you tune your business engine and keep it humming.

 

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.

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Number 2: Get the record-keeping under control

 

The systems we use:

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  • Xero (our preferred system);

  • MYOB (desktop and Live);

  • Spreadsheet Templates and Xero Ledgers for monthly bookkeeping.

 

Having complete and accurate financial information is necessary to determine your trading results and financial position at any time.

 

Number 3: Collate and analyse the results

 

  • We check your financial data, trends and ratios to see where you are doing well and where things can be improved;

  • We may use Waikato University business benchmarking statistics to compare your trading results against national industry standards;

  • We present you with relevant reports to help you visualise your progress.

 

Number 4: Discuss and Strategise

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At an annual, quarterly or monthly meeting we can discuss the results, suggest improvements, talk about your plans and suggest ways to achieve them.

 

Your Financial Statements are just the beginning...