Our Services
Please see below for a list of the services we provide:
We recognise that no two clients have the same needs so feel free to contact us about anything else you require assistance with.
Financial statement preparation
- Preparation of annual financial statements for statutory reporting to owners, bankers, IRD, and Companies Office.
- Preparation of periodic financial statements for monitoring performance.
Tax return preparation
- Preparation and filing of tax returns for companies, trusts, individuals, partnerships, look-through companies and limited partnerships.
- Returns cover all forms of taxes including income tax, GST, FBT, RWT, PAYE.
Tax advice & planning
- Assisting with IRD audits.
- Review of business structures to ensure tax efficiency.
- Domestic and international tax advice.
- Tax risk review of your tax returns and processes.
- Advice on tax aspects of business transactions.
Business planning & advice
- Financial and Key Performance Indicator reporting.
- Submissions to support borrowing applications.
- Business plan preparation.
Business sales & purchases
- Advising on preparing a business for sale.
- Information Memorandum preparation.
- Business pre-purchase appraisal.
- Advice on financing and ownership structures.
- Due diligence.
Financial projections & cashflow forecasts
- Preparation of financial projections & cashflow forecasts.
- Projections are frequently required to support funding applications, are useful to report budget variances and to assess the feasibility of new projects & businesses.
Company formations
- Incorporation of companies and maintaining all statutory registers.
- Providing a New Zealand registered office address for client companies.
- Preparation and filing of company annual returns and updating Companies Office details.
Trusts & estate planning
- Estate and asset protection structures including use of family trusts.
- Advice on administration of trusts.
Accounting systems & software
- Advice on accounting and administration systems.
- We have experience in using a range of accounting software systems including Xero, MYOB, Banklink, Accredo, and Exonet.
