If you are already in business, and either don’t have an accountant or would like to consider a change, then let’s talk.
The first step is typically an initial meeting. This is where we gain an understanding of your specific circumstances and discuss how we can help. It is free-of-charge and without obligation.
To get a feel for the ways in which we can help, click each of the below tabs. You can also visit our Case Studies page for a real example.
We get to know your business and what makes it tick. Then we work with you to make sure that everything is in good order.
If there is something about your trading structure which is not quite right, we’ll explore with you how we can fix it.
If there is something about your recordkeeping or accounting software that needs attention, we’ll help get that right.
If there are outstanding income tax or GST obligations, we’ll work with you to create a plan on how to address these.
Through our advisor network, we can facilitate other important items such as Shareholder Agreements, Buy-Sell Agreements, Insurance and Wills & Estate Planning.
It can be difficult when running a small-to-medium businesses to think of everything yourself. That’s why having a knowledgeable and trusted advisor is so critical.
We can offer you an external perspective on your business, and work with you to make changes for the better.
We’ll keep you informed of the tax changes that affect you, keep you abreast of when your tax and GST reporting is due, and provide you with as much or as little assistance as you need.
If any complicated tax issues confront you, we are there if you need us.
We can represent you if ever you are audited and we can provide you with Audit Insurance to pay for professional fees in the event that you are audited.
We will work with you to decide what level of assistance you would like on an ongoing basis, and through cloud accounting, we can keep a watchful eye over your figures and raise any questions and concerns in real time, rather than after the event.
If you need regular, hands-on guidance and coaching in the area of business improvement, we can help with that too.