Services

We provide a range of services no matter what stage of business you are at:

  • Advice on what type of business structure would meet your needs - should you be a sole-trader, partnership or set up a company?
  • System advice for day to day administration - what will be the most efficient for you?
  • Registration for appropriate tax types...

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  • Financial Statements - End of year accounts (And we will meet with you to make sure you understand them!)
  • Budgeting - Helping you establish a business budget or forecast and advice on how to make it work!
  • Income Tax Returns - We will complete and file your returns with IRD and remind you when tax is due.

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  • Advice on pros and cons for forming a trust - is it right for you?
  • Asset transfers and protection - using your trust to protect your assets
  • Are you correctly meeting your obligations as a Trustee?

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We do not limit our clients to one type of software, these are just a few that our clients use.

Cash Manager
    MYOB Bank Link
      Xero
        Infusion
          MYOB
            Cash Manager Rural
               

              ARE YOU HAPPY WITH YOUR BUSINESS PERFORMANCE OR COULD IT DO BETTER?

              "In the middle of difficulty lies opportunity." - Albert Einstein
              ARE YOU HAPPY WITH YOUR BUSINESS PERFORMANCE OR COULD IT DO BETTER?
               
              • Tax planning – Helping you plan ahead to ensure you have enough funds set aside to pay tax as it falls due
              • Dealing with the IRD so you don't have to
              • Assist with any compliance issues or concerns that you may have

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              Some people just starting out or in business think they are too small to need an accountant or that they will be overlooked. They wonder if their questions are too silly to bother the accountant with. We help all businesses with the same passion and professional standards. We are here to help with any of our clients questions. If we can’t help you we will put you in touch with someone who can.

               
               

              Our knowledgeable and practical staff are experienced in listening to your concerns and providing the best methods for improving your cash-flow, setting up a budget, assisting with refinancing and finding solutions to problematic management issues.

               
              "I was very pleased to have taken up David's offer of a business planning session.

              The outcome was a clear set of business goals for growing Leisureline Clothing and the specific actions needed to achieve that growth.

              All aspects of my business were covered in a practical and realistic manner, covering a number of areas including sales, marketing, financial requirements, operations and staff.

              I now have an uncomplicated plan as a useful guide to preparing for the future and delivering growth.

              Any business owner who takes the opportunity to use David's business planning skills is sure to get real benefit from it.

              David's open sharing of knowledge combined with genuine and trustworthy personal service and support, sets him apart from the pack."

               
              Graeme Dick
              Director
              LEISURELINE CLOTHING LTD
               
               
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