Accounting Services

Annual financial statements (your year-end accounts)

• Income tax returns (filed with Inland Revenue)
• GST returns (filed monthly, two-monthly, or six-monthly)
• Payroll & PAYE filing for your staff
• Fringe Benefit Tax returns (if you provide perks like company cars)
• Company Office filings (keeping your company details up to date)

Tax planning to make sure you’re not paying more than you need to.

• Help with provisional tax payments
• AIM (Accounting Income Method) setup and support
• Using tax pooling to spread payments if cashflow is tight
• Dealing with the IRD on your behalf (payment plans, penalty relief, queries)

Regular management reports so you know how your business is tracking

• Cashflow forecasting to plan ahead for bills, tax, and growth
• Budgets to help you stay on track
• Business coaching and advice to help you reach your goals
• “Virtual CFO” services — high-level financial advice without the cost of a full-
  time CFO

Day-to-day bookkeeping (bank reconciliations, paying bills, invoicing support)

• Payroll services (paying staff and filing PAYE/KiwiSaver)
• Xero setup, training, and support
• Advice on apps and add-ons to make your business run smoothly

Help starting a new business (company setup, IRD/GST registration, choosing
the right structure)

• Business valuations (for sale, succession, or growth planning)
• Due diligence when buying a business
• Succession and exit planning
• Trust accounting and tax returns
• Not-for-profit and charity reporting

Training and coaching so you understand your numbers

• Acting as your representative with Inland Revenue
• Preparing financial information for bank loans or grants