Our Services

Value Add

Whilst compliance is a big part of our service, we truly believe in adding value to your business in any way that we can. Our dedicated team of professionals is here to help you, from payroll services and other office duties, right through to succession planning and financial report preparation. See below for what else we can offer you

 We understand

Risk Management

  • Assembling relevant information about your business and its market
  • Identifying major risks facing your organisation
  • Developing a risk strategy
  • Implementation of the risk management procedures

Selling a Business

  • Giving your business a health check.  It is looking as good as it can for prospective purchasers?
  • Obtaining comparative results
  • Helping to establish a realistic sale price
  • Negotiating with potential purchasers

Business Start-Up

  • Decide on the most suitable structure for your business
  • Prepare a business plan, cashflow projections
  • Assess your finance requirements
  • Complete any registration procedures
  • Deal with company secretarial issues
  • Set up a recording system for your internal use for complying with statutory requirements

Strategic Planning

  • Define the characteristics of your business in three to five years
  • Identify your competitors
  • Define your objectives and financial goals
  • Put in place an effective implementation plan to achieve your goals

Succession Planning       

  • Ensure the long term success of your business
  • Establish a well-designed succession plan
  • Coordination of the transition of your business to your successors


  • Preparation of personal & business tax returns and advice on payment of tax
  • GST/FBT/ACC obligations
  • Advice on, and implementation of, tax effective structures for asset protection and tax minimisation
  • Management of any IRD audits or disputes
  • In collaboration with your solicitor, we will prepare and execute the vital documentation involved in Trust formation
  • Attend to the special requirements involved in reporting for Trusts
  • Trust administration


  • We can provide you with simple guidelines and formulae for evaluating the worth of your business