What We Do

Check out the range of services I offer to help you reinforce your business foundations. 

Behind on your tax?

Don’t be embarrassed by the state of your accounts, I’ve seen it all before. From one GST return to over five years of Tax and GST to catch up on, I can get you tax compliant and future proof your business.

Alternatively, for a smaller budget we can work together to produce a ‘do-it-yourself’ checklist and templates that’ll enable you to complete the returns yourself.

Accounting software implementation and training

Modern cloud accounting software allows freedom and flexibility for all small businesses. I’m Xero Certified and proficient in all the main accounting platforms including MYOB and MoneyWorks. To help you get trained, update your software or set up I offer:

  • A customised assessment of your needs

  • A recommendation of software

  • Tailored training for you and your team

  • 12 month phone/email support

Help with a new business

There are so many aspects to getting yourself up and running as a new business so don’t let your accounting be something that weighs you down. My new business support provides:

  • Initial discussion regarding structure, financing and ongoing compliance required

  • IRD registration

  • Accounting software setup and training

  • General advice on next steps

Help with an established business

If you’ve become overwhelmed by your business needs but don’t have the time to dedicate to your accounts I can provide one off services to get you back on track:

  • Review of finances and business structure

  • Trust and company administration review

  • Restructure and succession planning

  • Cashflow forecasting and budgeting

  • Performance improvement and KPI setting

  • Accounting software review and implementing systems and training

  • Tax planning and advice

  • Compliance and IRD requirements

  • General advice and support

Paperwork out of control?

From invoices thrown in a shoe box to trouble with accounting software.  It’s hard to make day to day decisions or apply for financing when you don’t have the details at hand, and can be overwhelming when you don’t have time. 

I can help with getting you up to date and making it simple and less time-consuming going forward.

Continued support

If you want the continued security of an extra pair of hands then I can work with your business in an ongoing capacity to aid with:

  • Forecasting and budgeting (including ongoing monitoring)

  • Performance improvement and cashflow monitoring

  • Bookkeeping services

  • GST, FBT and PAYE return preparation, filing, or assistance

  • Regular meetings to provide business income support

  • Annual financial statements and tax returns

  • Tax administration

  • Company and Trust administration

  • Discussions around adhoc queries and/or business development

  • Continued phone and email support