How we operate

We know that being personally accessible to our clients is important. It is our priority and policy to be available to take client phone calls and respond to enquiries personally.

We have exceptionally low overheads because we are able to operate remotely. These cost efficiencies are passed directly on to clients.
Our fees are extremely competitive and do not compromise our quality of service and ability to provide our clients with assured accessibility.

Contact us to discuss your requirements.

What we do

✓ Commit and deliver to tight deadlines
✓ Make ourselves accessible. We will come to you or liaise by phone, in the cloud, or email.
✓ Treat all our clients individually and tailor our services to suit.
✓ Provide a professional and accurate service with a personalised approach.
✓ Have affordable fees and communication processes that ensure there are no surprises with our billing system.
✓ Speak an accounting language that our clients will understand.
✓ Have open and active communication with our clients.
✓ Work with all industry sectors.

To achieve streamlined, effective results we have developed a range of packaged services which include the following services.

Preparation of Financial Statements

    • Annual
    • Quarterly
    • Monthly Taxation

Taxation

  • Income Tax Advice & Preparation
  • GST Management
  • PAYE Management
  • FBT Management

Accounting Systems Management

  • “Xero” Packages to suit your business
  • Payroll Services
  • Software Solutions— Installation & Evaluation

Trusts & Estates

  • Retirement Planning
  • Estate Planning

Management

  • Cashflow Forecasting
  • Budgeting
  • Strategic Planning
  • Company Secretary
  • Management Consulting
  • Business Purchase
    & Reconstruction
  • Business Sale & Merger
  • Product Costing
  • Statistical Reporting
  • ACC Advisory
  • Rental Properties
  • Succession Planning

Our preferred operating system is “Xero”. Xero is an online (cloud-based) accounting software making all client locations and data access barrier-free. Xero allows us to correspondence, access your information and act as your accountant online, ultimately, minimising the use of precious time and resources.

With a 100% clear record for upholding the highest level of security, Xero is supported by a world-class network, data and physical security environment and continuously evaluates and reinforces security policy and practices.

 

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