Consulting
While plenty of accounting services come down to the numbers, it’s then what you do with those numbers that truly count when it comes to your business.
From understanding your annual accounts and taxation commitments, to helping you develop your financial skills, it’s our job to empower you with the right tools and knowledge so you can run a business you’re satisfied with.
Sometimes it’s the small things that can make a big difference and helping you to identify these (then take the appropriate action) can really assist with your overall business value.
OUR SERVICES
Consulting Services
Costings
Budgeting and cashflow forecasting
Finance applications
Tenders and proposals
Business appraisals
Business valuations
Succession planning
Assist with ACC levy management
Assistance with IRD audits and reviews
Business Services
Company and Trust formations, and statutory maintenance
Maintenance of company secretarial records
Fuel excise duty refunds
Budgeting and cashflow forecasting
When you’re operating and managing a small business, you have a finite pot of cash to work with. Because of this, it’s incredibly important to manage your cash well and to have clear budgets and spending limits for every area of your business operations.
So why is budgeting such a vital part of your financial management, and what can you do to keep your company on budget and in a positive cashflow position.
Embrace the power of budgeting
Track your budgets, income and spending
Separate your personal and business finances
Forecast for the future: don't just track the past
Get in touch now to talk about budgeting and cashflow
Finance applications
If you’re planning to found a new business, you’ll need enough startup capital to get this venture off the ground. And once you’re up and running, you’ll need additional business finance and investment at each stage of your growth and expansion along the business journey.
But where does this business funding come from? And what are the best routes for accessing the finance you need to bring your business plans to life?
Bank loans and overdrafts
Finance companies
Family
As your adviser, we can run you through the funding options available to you, with industry-specific advice on the most practical and effective routes to finance.
Succession planning
Owning a business can be brilliant, but you might not want to do it forever. Whether you’re ready to retire, want to cash up, or you just need a break, at some point you will probably want to move on from your business. Even before that time comes, you’ll need a plan for stepping back.
Having a plan in place means you can maximise your sale price, and it helps with a smooth transition to the new owner. With time to get yourself organised, you can also support a new owner to borrow, or ‘earn out’, the purchase of your business.
