From GST or PAYE returns, to annual accounting and income tax, we will take care of your compliance needs and ensure your processes and structure are tax efficient.
Business Compliance services include:
- Accounting and Recordkeeping
- Monthly Reporting and GST
- FBT, PAYE, RWT
- Payroll and HR Service
- ACC Service
Accounting and Recordkeeping
Our team will prepare easy to read financial statements that will show you how your business has performed over the last year, half year, quarter or month. We will meet with you to discuss and interpret your accounts, and help plan future business strategies.
Monthly Reporting and GST
Our Monthly Reporting system delivers timely monthly cash flow reports so you can keep track of how your business is performing and manage your business proactively. We can include your budget to enhance monitoring of your business results.
Monthly profit reporting allows us to monitor your business performance and plan your tax liabilities carefully – avoiding or minimising interest charges.
We keep up to date with the rules and requirements for GST compliance, and our monthly reporting system will take care of your GST returns. We use Xero or Banklink for this service and will tailor this to suit your needs. Options range from you taking full control of your processing with support from us as needed, to us taking care of all the processing and providing you with reports.
We keep up to date with current laws and rulings, and work with you to structure your business operations to ensure they are tax efficient. We will keep you well informed of your tax liabilities, so you can budget for upcoming payments and avoid interest or penalties. Our service covers all tax types including GST, PAYE, FBT, RWT, as well as international tax.
Payroll and HR Services
We will prepare your wages (your place or ours) and look after your PAYE and FBT obligations. Other HR services include support with employment agreements, recruitment, performance appraisals and disciplinary matters.
We will help with your business, company and trust administration and leave you free to run your business.
From paying bills or banking receipts and arranging insurance cover or writing your terms of trade – no job is too big or too small.
We can look after compliance and record keeping for companies and trusts to maintain the integrity of the business entity, and ensure your assets are protected.
Business Start Up
Whether you need due diligence on a proposed business purchase, or are setting up a new business, we can guide you through the process and set out all the options for you.
We can produce a report detailing the opportunities and challenges presented, as well as any tax implications, in language you will understand. We can value your business for sale purposes or to review its financial strength and long-term viability.
Business Start Up Services include:
- Buying or Selling a Business
- Business Structures
- Raising Finance
- Business Monitoring
We can review your key performance indicators and advise on opportunities for improvement.
We will review your business performance, identify areas for development and provide practical advice and support to boost business performance including assistance with financing, marketing, business structure, goal setting, and team training.
Whether your need is for financing, business planning and management or business sale or purchase, we can assist with relevant business budgeting and monitor progress against budgets. Our monthly reporting provides up to date cash flow reports, giving you the confidence to run your business effectively.
Business Development services include:
- Goal Setting, Planning and Monitoring
- Budgeting and Cashflow Forecasting
- Monthly Reporting
Our farm focused team understand the rural sector and will provide relevant advice and prepare budgets, cash flows and performance statements to help set you up for success.
Our monthly reporting system will provide you with up-to-date data and advice to help you run your business. Monthly cash flow reports, plotted against your budget if appropriate, will ensure you keep your finger on the pulse, and can act quickly if issues arise.
Our financial statements and reports will reflect how your farm has performed. We will meet with you to discuss and interpret your accounts, and help you plan future strategies. We can provide comprehensive advice on farm financial management, business structuring, budgeting, benchmarking financing and succession planning.
Our service for farmers includes:
- Budgets and Cast Flow Forecasts
- Regular Monitoring and Review
- Farm Financing
- Farm Accounting
- Business Structures
- Business Development
- Succession Planning
Estate and Succession Planning
We will take the time learn about your goals for your family and your business, and help you plan for your future.
Our service includes structuring your business and affairs to set you up for the future and provide for the needs of your family members. This may include restructuring savings and investment programmes, moving your business into a more suitable entity such as a company, and moving assets into trusts or other entities.
We are accredited partners with cloud accounting provider Xero. Xero is an innovative, flexible product which can be tailored to suit your needs. It will provide you with up to the minute information on how your business is performing with daily live feeds from banks and other financial institutions. Xero also provides for inventory, debtors and creditors functions as appropriate. We can set you up on Xero to suit your particular needs, and provide you with the training and support required to become a confident Xero user.
Banklink is an established efficient product that we have used for many years. It provides financial data from banks and a multitude of other financial institutions, dairy companies and rural providers. We receive the data electronically on a weekly or monthly basis, and this forms the basis of our monthly and annual accounting. You can code your transactions as they are initiated (cheques, deposits or electronic transactions) and this information is transferred to us, making preparation of monthly reports, GST returns or financial statements simple.