Accounting
Preparing annual returns to give you an accurate picture of how your business has performed in the previous year. This is an important part of running any business at any stage whether you are just starting off, have been running for a while or are looking at moving on to your next venture. We can help make understanding the numbers simple.
Accounting services involves:
- Review and analysis of your financial accounts
- Annual Payroll Reconciliation
- Annual GST Reconciliation
- Required Company/ Trust resolutions
- Bookkeeping
- Finalisation and compilation of all documents as required for your signature and for lodgement with the Inland Revenue where required.
- Dividends: Completing all statutory requirements to document dividends paid, including Resolutions, Minutes, journal entries and IRD Forms
- Access to our Quick Queries Advice Line - Complimentary phone calls and email queries for issues that can be raised and resolved within 10 minutes
Taxation Services
Taxation is a vital part in making sure that your business
is compliant. Our taxation services range from preparation of tax returns
(income and GST) as well as taxation planning, to help you meet your tax
obligations. As part of this we act as your Tax Agent with IRD, including
checking all Notices of Assessment and Statements of Account for accuracy.
Taxation Services involve:
- IRD registration
- GST review and filing
- Income tax return for business and
shareholders
- Engaging the IRD on your behalf
- Taxation advice
- Provisional and Terminal tax
reminders and assessment
Payroll Services
As your business grows so do your obligations as you are now
responsible for employees. We help make sure that you stay compliant and help you
navigate your new responsibilities for leave and other requirements that come
with employing staff
Payroll Services involve:
- Set up of payroll software
- Processing periodic wages
- Calculation of superannuation
- Calculate and track sick leave and
other benefits
- Online access/emailing employees’
payslips
Business Advice
We pride ourselves on being a part of your team and want to
help you get the most out of your business in order to achieve both your
professional and personal goals. Business advice is a very broad service
ranging from preparing business plans to ongoing accountability and coaching.
As a business owner it is important that you understand your numbers and have a
plan that enables you to create a resilient business to navigate through
uncertain times.
Our business advice services involve:
- Finding the best business
structure for you
- Business Planning
- Goal and mindset setting
- Key Performance indicators advice
- Periodic management meeting to
gauge how you are tracking
- Accountability and cashflow coaching
Budgeting and Forecasting
Once you have defined a clear plan and goals it is important to then set yourself a roadmap of how you will get there. A budget can help you do this. Using this data we can help estimate how certain decisions in your business will impact your business in the long run. A Budget gives you a measuring stick to allow you to continuously report against and see how you are tracking.
Our budgeting and forecasting services involve:
- Review of sales, expenditure, short and long term goals
- Cashflow forecast for the period
- 3-way forecasting
- Cashflow forecast
- Profit and Loss forecast
- Balance sheet forecast
