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”helping you to make informed decisions”


Services we provide include, but are not limited to:

Taxation Accounting
Preparation of all types of tax returns (income tax, GST, FBT etc), tax planning and structuring and use of tax minimisation methods. Tax and legislation is a constantly changing area, we are continually ‘fine-tuning’ our approach and methods to suit the client situation and the evolving world.

Taxation Issues
Advising of provisional and terminal tax payments due and handling of all types of Inland Revenue audits.  Setting up arrangements to clear outstanding taxes and preparing applications for write off of taxation (e.g. under humanitarian grounds). We are fluent in the use of Tax Pooling and can advise how efficiencies can be obtained by using Tax Pooling both as a forward looking planning tool and as an ambulance when things fall behind (subject to legislated timing and tax type boundaries).

Management Accounting
Regular monthly/quarterly/6 monthly reporting.  Preparation of annual financial accounts, projections (profit & loss, cash flow, balance sheet), budget development including HR capacity modelling, bank finance applications and management advisory roles. This is an area where we can really add value and wisdom

Corporate Structuring
Companies, trusts, trading trusts, sole trader and partnerships. The structure is the business’s foundation, designed to minimise risk and be tax efficient. We know structures and we know what works. We listen to your needs and develop the ideal structure in concert with you and your long term desires.

Corporate director and secretarial roles, attendance at monthly board meetings, delivery of reports, minute taking and drafting resolutions etc. Professional directorships can be undertaken, we bring knowledge and wisdom to the Board..

Purchasing a Business – Due Diligence
Review of business pre purchase to identify if what the vendor is selling meets with your expectations.  This might be a light overview or an in depth review, depending on your requirements. We can also provide training and coaching through to launch of your business. Similarly, if you are selling your business, we know what Purchasers are looking for, we can carry out valuations and prepare information memoranda for potential purchasers

As we are not emotionally involved in your transaction and bring our years of experience to the negotiating table. We can assist with negotiations in most aspects of business and in many relationship property matters where businesses and / or Trusts are in the mix.

Expert Witness Service
Litigation support services including matrimonial, business valuation and evaluation, investigations (civil/criminal support.).  We have experience in matters relating to the Family Court, District Court, High Court and the Court of Appeal.

Systems Development
We can assist in the building and refinement of your accounting systems to assist with information flows, document flows, reconciliation points etc. Also the development of tailor made reports accessing your databases and designed to suit your particular business. This is accounting applied to the business, proactive design of systems and reports will help your systems work for your business and the transactions it does tomorrow, not just report the transactions that happened yesterday.

Training and Education
We are happy to provide training in the use of accounting programs within your organisation. We enjoy the opportunity to up skill our clients in their understanding of accounting concepts and the various types of reports that are available to them.  In this way we can assist you in making your own informed business decisions.

We are able to form your family trust and memorandum of wishes. If you already have a trust that needs updating, we can take care of this for you. We can also prepare annual gifting documents.

As chartered accountants and business advisors, we are deeply passionate about people and business.