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Accounting & Tax

  • Preparation and helping understand of financial statements
  • Comprehensive tax advice and planning
  • ACC advice and planning
  • GST/AIM/FBT/PAYE/RWT returns

Business Valuations

  • Feasibility studies
  • Business sales and purchases/mergers
  • Business negotiations
  • Business structuring and restructuring

Commercial Property Management

  • Full management of premises
  • Negotiations of tenancy agreements
  • Tenant liaison on your behalf

Business Planning, Growth & Advice

  • Provide forecasts to assist with cashflow and growth using specialised software
  • Build budgets and customise business reports
  • Hold regular business meetings for strategic planning and accountability
  • Strategic business analysis
  • Succession planning

Cashflow Forecasting and Budgeting

  • Cashflow preparation and budget assistance
  • Regular reporting against budget
  • Loan applications including liaising with financial institutions

Secretarial and administration

  • Head office services including arranging board meetings, minute taking, administrative functions and stakeholder liaison

Software support

  • Training on programmes such as Xero and Figured
  • Assistance in reviewing and selection of business software solutions

Bookkeeping, Payroll & Additional Services

  • Creditor and Debtor management
  • Preparation and payment of wages and PAYE
  • Companies Office administration
  • Trust Administration
  • All administrative and support services

Investment & Retirement Planning

  • Wealth management and Investment portfolio review
  • Working in partnership with   

Book Your Free Review Now or Pay Account Online

Visit Us:

44 Te Heuheu Street
Taupō, New Zealand

Contact Us:

Phone: (07) 376 1700


44 Te Heuheu Street, Taupō 3330, New Zealand

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