Let’s work together

Before you onboard with us, we will provide you with a quote for our services as required.

Our core value is transparency, and we make sure to inform you about all charges before they are applied, giving you complete control over the process.

While you are able to prepare your own financial statements and tax returns, it's important to note that tax laws and deductions are frequently updated.

By having an accountant handle your tax returns, you can ensure compliance and potentially save money, as they are knowledgeable about the latest claimable expenses.

Having a skilled accountant on your team can be beneficial for many business owners.

Absolutely, we do. It's crucial that you feel at ease with your accountant, and finding the right match is essential. We schedule meetings with all new clients to grasp their business, vision, goals, and personal preferences.

In this meeting, we will share our expertise with you, regardless of whether you choose us as your accountant.

We will also give you an overview of our services and a cost estimate after our meeting because we understand talking about financials can be overwhelming for some.

The process is effortless. If you choose to join us, we will handle the task of informing your current accountant by issuing an ethical clearance letter and requesting your records. Rest assured; it is a straightforward procedure!

We pride ourselves on being highly organized, therefore, during the months of February/March, we will reach out to you to inform you about the specific month when we will be handling your annual accounts and tax returns.

If your circumstances have changed and there is an urgent need, we are flexible and can reschedule accordingly.

Additionally, one month prior to the month designated for your reporting, we will contact you to gather all the necessary information for your end-of-year reporting.

Tax saving is extremely important, and we will guide you on what to put aside based on your financial position.

Our team has collaborated with numerous individuals who have fantastic ideas but struggle with taking the first step.

It's crucial to establish a strong foundation, and we'd be delighted to help guide you through the process.

Depending on your circumstances, below are some of the items that we may discuss.

Company structure, what structure is right for you?

IRD registration
GST & Other types of tax registration
Guidance on record keeping and bookkeeping
Assist with cashflow forecasting

We provide support to review your business performance, expenses and cashflow to help you plan what is available for you, as wages.

We will take into consideration your business structure and activity.