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

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 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
Reviewing your GST and FBT systems

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.

Body Corporate Management

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 bodies corporate meet their obligations.

Our services include:

Arranging body corporate valuation and insurance
Preparing annual budgets
Preparing annual financial statements
Arranging for body corporate 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

Business Services

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

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

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.