Improve your business

The complex business environment we operate in means that small to medium size businesses need professionals who work with them to improve their business, to help earn more income and provide them with more time to enjoy this income.





Tax, trust and estate planning

Tax planning

There are many different tax payments that are required for business these days. Planning for the filing and payment of these tax amounts can be a daunting task. We can assist businesses with their tax planning, ensuring that they make the right tax payment at the right time.

Trust planning

A trust provides a valuable way of protecting the assets that you have accumulated for the benefit of those you love. However, ensuring that the timing of the transfer of these assets is done at the correct time can be a challenge, then there is the trust administration. We have the experience to assist with all forms of trust planning and administration matters.

Estate planning

This is the process of disposing of an estate. Estate planning typically attempts to eliminate uncertainties over the administration of the estate, which we can assist with in conjunction with your legal advisors.


Management accounts

Preparation of regular management accounts assists owners to evaluate the progress of the business and make any changes required to improve business performance in a timely manner.

Rather than just crunch the numbers, we analyse and explain them so that the owner can keep their finger on the pulse of their business.


Budgeting and forecasting

As they say in the business world “what gets measured, gets managed”.

We can assist with the preparation of cash flows and forecasts for banks or as part of the planning process. We have tools that can prepare comprehensive budgets and cash flows, and ensure that at regular intervals these budget figures are tied back into the actual numbers for the year.


Business and strategic planning

“If we don’t know where we are going, every road leads there”. This is true in business as well. Unless you have a clear short and long term vision for the business, written down and referred to on a regular basis then it makes it hard when looking at possible business options in terms of what will help you arrive at your end goals.

We can assist organisations with the preparation of business plans (short term: 1-2 years) and strategic plans (long term: 3-5 years). Our team can assist with the whole process from putting the plan on paper, to regular monitoring of progress.


Company formations

The limited liability company has proved to be the most popular and successful form of business structure. However, there are pitfalls for the unwary.

We work with you throughout the company formation process from ensuring that the structuring achieves the desired results, to ensuring that all appropriate tax types are registered with IRD at the appropriate times.


Software support

There are many accounting software packages on the market, and we have had exposure to a large number of them. We can assist at reviewing your software needs, installation and implementation of the software, and ensuring that you can get the desired “feedback” from your system.


Company valuations

An independent valuation provides you with answers to the questions you often need to ask about the value of a business.

We are experienced in business valuations and are able to provide you with simple guidelines and formula for evaluating the worth of a business.


Payroll services

With the increased complexity surrounding the payment of staff for their services you need experts experienced in all manners of payroll matters. Over the last few years there has been the addition of Kiwisaver and Payroll giving, all have their own sets of rules, and all can result in costly penalties if not managed correctly.

We provide full payroll processing services for clients. Alternatively, for those who prefer to keep this process in house, we are happy to consult on an “as needed” basis.


Business acquisitions and disposals

Whether you are considering buying a business or merging with another business, we have the experience and the expertise you need.

The services we provide incorporate every stage of the process – from identifying potential acquisitions, through to the negotiations of the commercial elements of the transaction, through to forecasting the future of the business.


Business development

Through the use of some of the above mentioned tools, and our broad experience we can assist in your business’ development. A few keys to growing and developing your business might be ensuring you are aware of the key numbers for your business, and keeping you honest on your goals and budgets.


Business coaching

We see Business Coaching as a two-way street process, not one where the coach presents 101 different business ideas to a client, throws them all in the air and see what sticks.

As a business owner you will want to move at a pace, in a direction which is different, and with the goal of achieving a different outcome to other business owners, therefore you need a customised offering and approach.

We will assist with;

  • Helping you create visibility in what you are doing (the now), and where you want to go
  • Helping you to identify what you need to do to take the business from the now to the where
  • And then importantly we will hold you accountable via regular sessions to help keep the plan on track

We find that the above approach is a great foundation and works. The variables are then where do you want to go, and how fast do you want to get there.


Personal coaching

Whilst tied in, your personal dreams and goals will be different from those of the business. We normally find that the business goals allow the time and financial resources to drive the personal goals, be those personal goals of travelling the World, buying that nice sports car or boat, or dropping your golf handicap, either way they will be very different to the business goals.

We use the same approach that we use for business coaching as we do for personal coaching, so focusing on the Now-Where-How, with the only difference being that we focus on you rather than the business.