Services built around how you actually work.
04 areas of practice
Compliance, advisory, structuring, and the day-to-day. We keep the engagement small enough that the people doing the work are the same people you've spoken to.
Business advisory
Choosing the right structure and plan early saves a lot of pain later. We help you make those calls — and the ones that come after.
- Picking the right trading or investment structure (trust, company, LP, LTC, partnership, sole trader)
- Setting up new family and business trusts
- Business plans and strategy work
- Budgets and cash-flow forecasts
- Due-diligence support for acquisitions
Taxation
NZ tax law moves around. We keep on top of it so you don't have to.
- Income tax planning across companies, individuals, trusts and other entities
- Structuring business entities
- Annual tax returns, GST, PAYE, RWT and other indirect taxes
- Inland Revenue audits and disputes
- Ongoing tax advice and legislation updates
Accounting
The fundamentals, done properly, on time, every time.
- Choosing and setting up the right accounting system for your business
- Recording and allocation support for transactions
- Monthly, quarterly or interim management reports
- Annual financial statements
Companies office
The administrative side of running a company, handled.
- Incorporating new companies
- Filing annual returns
- Updates on director and shareholder changes
A four-step engagement that respects your time.
Discover
A first conversation — no commitment — to understand what you do and where you want to go.
Set up
We agree scope, pricing and tools. If you're moving from another firm, we handle the transition.
Run
Day-to-day accounting, tax and advisory work — clear comms, no surprises.
Review
Quarterly check-ins to make sure the work is still serving the business.
They restructured us into an LTC last year and the way they explained the tradeoffs was the clearest financial conversation I've had with anyone.
