Accounting - Business Advisory - Virtual CFO

Services

We deliver accounting services which allow you to manage your tax obligations including Income tax returns for individuals, companies, trusts and partnerships, GST registration and returns, PAYE withholding tax registration and set-up, preparation of financial statements, FBT compliance and management of tax payments.


We have a wide variety of services which can help you manage your business performance including the development or analysis of business plans, business structure recommendations, strategy development, creation and updating of budgets and forecasts, accounting software set-up and initial training, ongoing support and business feedback, monthly, quarterly or bi-annual performance updates and analysis

Upfront Pricing and Monthly Payments are available for all our annual or periodic services, because every business is different we don't have a one-price-fits all, if you would like an upfront fee proposal please contact us. 

We leverage technology to deliver innovative accountancy services

Annual Financial Statements

Preparation of financial statements for sole traders, partnerships, companies and trusts.

GST Returns and Bookkeeping

We can manage your bookkeeping, GST and payroll requirements.

Income Tax Returns

Preparation of tax returns and advice on payment of tax. We work in partnership with you to minimise your tax.

Management Accounting

We can provide routine reporting for shareholders, boards, banking or management purposes.

Tax Management

We will help you minimise tax liabilites and manage your tax payments.

Business Advisory

We can provide financing, strategic and governance advice to protect your assets and maximise your wealth.

Company Secretarial Services

Maintenance of company records with the Companies Office.

Company Formation

Assistance with the incorporation of new companies.

Rental Statements

We can prepare statements and tax returns for your rental property.

Xero Setup and Training

Xero accounting software setup and training to suit your individual needs

Tax Pooling

We can use tax management tools like tax pooling to help you manage your cashflow and reduce interest.

Cashflow and Accounting Forecasts

Forecasts to help you understand where your business is heading AND for bank finance

Specialist Business Advisory 

✔   Business Planning

✔   Business Turnaround 

✔   Regular Coaching / Mentoring

✔   Governance / Advisory Board

✔   Multi-shareholder

✔   Startups / Equity

✔   Due Diligence

✔   Bank Advisory and Banking Relationship

✔   Business Structuring and Restructuring 

✔   Wealth Protection / Personal Assets

✔   Finance Proposals 

✔   Business Agreement Reviews 

✔   Business and Share Valuations 

✔   Relationship and Shareholder Disputes 

✔   Business Sales 

✔   Business Acquisitions and Startups 

✔   Government Grants 

✔   Succession Planning

✔   Software Training and Support

✔   Office Systems and Process Review

✔   Profit Improvement

 

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