OUR SERVICES

Accounting

We make sure you get quality and timely financial information to help you manage, plan and grow your business. You need your annual financial accounts, management accounts and other financial information for business, banking, and compliance purposes.

Our services include preparing:

  • annual financial accounts
  • management accounts
  • budgets and cash flow forecasts
  • financial information for borrowings and sale and purchase of business
  • trend analysis of financial results

Contact us today to find out how we can help.


Taxation

This means completing and filing your tax returns on time. You want to minimise your tax payments while meeting your tax obligations - not paying penalties and interest.

We help you plan and minimise your tax by clearly understanding your business and personal situations.

Our key services include:

  • Advising and helping you plan and minimise your tax
  • Preparing income tax returns
  • Advice on registration for taxation
  • Preparing Goods and Services Tax (GST) and Fringe Benefit Tax(FBT) returns
  • Advising you when tax payments are due
  • Managing Inland Revenue audits
  • Review your GST and FBT systems
  • Advice to clients living overseas

Contact us today to find out how we can help.


Real Estate Agents Audit

We are an approved qualified auditor for real estate agents trust accounts.

Real estate agents are required by law to keep separate trust bank accounts for client monies. The trust bank accounts are required to be audited under the Real Estate Agents (Audit) Regulations 2009.

As a real estate agent, you want the most efficient and cost effective audit. You can benefit by choosing us as we do what we do best for many years.

Contact us today to find out how we can help.


Body Corporate Manager

 

Business Services

 

Moving To New Zealand

We act as the Body Corporate Manager to bodies corporate mainly in the North Shore as well as throughout Auckland. The owners of the units in the body corporate are members of the body corporate in terms of the Units Titles Act 2010. 

Our body corporate clients choose to have the benefits of having us as their professional manager. We are totally independent, cost effective and proactive in helping make sure that the obligations of the bodies corporate are met.                                                          

Our services include:                                                                      

  • Arranging body corporate valuation and insurance
  • Preparing annual budgets
  • Preparing annual financial statements
  • Arranging for body corporate annual general meetings
  • Collecting body corporate levies and payments to suppliers
  • Organising for property maintenance
  • Maintaining body corporate funds in trust accounts
  • Preparing disclosure statements for sale of property          

Contact us today to find out how we can help if you want a change of manager.


Setting up new business

A successful new business needs solid business and financial planning upfront. You need a dedicated and experienced advisor who can help you through your journey to making profits and growth.

We can help you with:

  • Advice on suitable business structure – sole proprietor, partnership or limited company
  • Preparing business plan, budget and cash flow projections
  • Incorporation of company
  • Advice on company office requirements
  • Advice on legal obligations when employing staff
  • Registering you with Inland Revenue
  • Preparing financial reports for bank borrowings
  • Setting up a recording system for your own use and for complying with legal and tax requirements

Contact us today to find out how we can help.


Company secretarial services

A limited company must keep statutory records and also file documents with the Companies Office. You can be stress free in meeting your obligations in a timely manner by talking to us. 

Our services include: 

  • Incorporation of company
  • Maintaining Minutes Book
  • Maintaining Share Register
  • Filing Annual Return
  • Filing changes to shareholders, directors, addresses and other requirements

Contact us today to find out how we can help.


Process improvement

Every business has its own processes in creating products for sale or delivering services to customers.  As the business grows over time, the processes may need changes and improvements to help the business increase efficiency and productivity.

As business owners you know you need to have a fresh look at your current processes but may not have the time and resources to do so.

Contact us today for more information on how we can help you identify and make those improvements while you concentrate on growing your business.


We care and understand as we were once migrants ourselves.

People move to New Zealand for a variety of reasons – lifestyle, children’s education and family reunion. 

Migrants may retain overseas financial assets and investments and will need advice regarding how New Zealand tax laws apply to those assets and investments.

You need to get the right business and financial advice from the start before you think of coming to New Zealand. There are a lot of free information on the website but you can benefit most by talking to us even before you arrive.

Our clients have benefited from our advice on buying property for own use, investment and setting up new business. They have successfully settled here.

We can get you connected to lawyers, bankers, real estate and other professionals for your personal and business needs.

Our range of services include:

  • Setting up new business
  • Accounting
  • Taxation

Contact us today to find out how we can help.