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Business Services

Financial Statements Preparation

Get financially focussed

The delivery of timely, accurate and easy-to-understand financial statements is at the core of what we do.

Financial statements give a clear financial picture of your business, helping you gauge past performance and plan for the future. In some cases, they are also required for tax compliance and by banks as part of loan covenants.

We prepare financial statements to meet your specific reporting requirements that comply with generally accepted accounting practice or the financial reporting framework issued by Chartered Accountants Australia and New Zealand (CA ANZ).

Budgeting and Cashflow Projection

Look to the future 

Let us show you how a budget and a cashflow forecast can provide the right information to take your business forward.

A budget is a forecast of income and expenditure. It is an essential business tool for monitoring your business performance and guiding your decision making. Also, it is often required to secure a bank loan.

We apply our expertise to prepare budgets that can overview several 'what if' financial scenarios to help you better plan and direct spending within and on your business.

A cashflow forecast is a plan that shows how much money a business expects to receive in, and pay out, over a given period of time. We will work with you to keep your money flowing smoothly and keep your business strong. 


Know your business and industry

How much money are your competitors making?

Are you spending enough on advertising?

Are you spending too much on rent?

We can answer these and other relevant questions about your business by preparing a benchmarking report. This report quickly determines the health of your business by measuring and comparing your financial and/or production performance to others within the same sector. It also identifies strengths, weaknesses, threats and opportunities that you can use to bolster business performance.

Business Start-up Advice

Turn your bright business idea into a burning reality

If you have a good idea for a new business but lack the financial and legal expertise to get it up and running talk to us. We can help you: 

  • Decide on the most suitable structure for your business: sole trader; partnership; or limited liability company
  • Prepare a business plan, cashflow projections, budgets, and trading forecasts
  • Assess your finance requirements and advise on the best sources
  • Establish a good working relationship with your bank
  • Complete any registration procedures with Companies Office, Inland Revenue, and other regulatory authorities
  • Set up your accounting software to comply with statutory requirements

Financial Proposals

Figure your funding

We will give expert advice and opinion on the best financing options to meet both your personal and business goals. We will also structure debt to maximise tax advantages. 

Company Formation

Tick the right boxes

Forming a company and ensuring all the appropriate documentation is completed correctly and on time can be a daunting and difficult task for the uninitiated.

We can assist by ensuring that when your company is formed, all required documentation is completed quickly and accurately, and meets all statutory requirements.

Payroll Services

Pay it Smart

Save yourself the time and hassle of organising and administering the payment of staff by delegating us your payroll requirements.

Whether you employ 10, 50 or several hundred staff we have the expertise to provide a comprehensive, confidential payroll service that includes:

  • Customised payslips
  • Administration of PAYE, statutory sick pay, and annual leave
  • IR-filing to the IRD
  • Summaries and analyses of staff costs
  • Administration of incentive schemes, bonuses, and termination payments

Secretarial Services

Don't sweat the small stuff

If you're short on time or don't have the inclination to tackle office administration tasks let us help you. We'll visit you to help with:

  • Wages processing
  • Payment and processing of creditors
  • Collection and banking of debtors
  • Training in office duties
  • Cashbook completion

Strategic Planning

Keep future focussed

Failing to plan is planning to fail which is why we encourage our clients to look ahead to the future.

We'll help you develop a strategic plan that charts where you want your business to be in the short, medium and long-term, and the detail on how you'll reach these milestones.

Your strategic plan will:

  • Define the characteristics of your company in three to five years
  • Identify your competitors
  • Define your objectives and financial goals
  • Include an effective implementation strategy to achieve your goals

ACC Services

Ace your ACC obligations

Understanding and fulfilling ACC requirements can be confusing and time consuming. We can help reduce the frustration factor, and possibly your ACC levy, by taking charge of your ACC responsibilities. Our experienced staff will help you:

  • Review your ACC cover and how it works with your private workplace insurance
  • Review your ACC classification to ensure it is correct
  • Determine whether CoverPlus Extra is right for you
  • Complete CoverPlus Extra applications
  • Review your ACC annual invoice to ensure the correct amount is paid

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