financial + accounting services

Succession Planning and Personal Wealth Strategy

We see our role as listening to what is important to you from life, what you want from business, helping you formulate a plan, and working alongside you and your other advisors to achieve this.

Commercial Advisory

We work alongside you, the business owner, as a trusted business partner to support your commercial decision making by bringing a qualified and independent view to the table.

Governance

Good governance and direction is the foundation of every successful  organisation and provides confidence for all stakeholders. We will help you develop a governance framework that fits your business and stage of the journey. We are experienced in advisory board and constitutional board appointments and specialise in family business governance structures.

Business Transformation and Finance Function Roadmaps

Encompassing people, processes, and systems we will help you evolve business to the next level. We have assisted many organisations put the roadmap in place and then execute on that plan to ensure the business is opportunity ready with the platform needed to maximise enterprise value.

Business Valuations and Transaction Support

Whether you are looking to sell, invest or take stock, we can help you evaluate a business’s earning power and navigate the route in or out. From high level calculations of value, to detailed business valuations and due diligence, we have the experience and transaction credentials to help you achieve maximum value from your transaction.

Business Growth & Working Capital

The ability to manage the capital requirements of your business will determine your ability to sustain and grow. We will help adapt your funding strategy to fit your goals. We are highly experienced in working with debt and equity funders and in providing the necessary financial information in the form they require.

Restructuring & Insolvency and Company Windups

Seeking advice during the first stages of difficulty can make complex processes smoother and ensure you reach the best outcome by using the right process and approach. We are experienced in working through the options available with all stakeholders to help preserve and maximise value, with the support of having an accredited insolvency practitioner highly experienced in taking formal insolvency appointments should that be required. At the end of the lifecycle for a company or legal entity we can assist you with the formal windup process.

Monthly Accounting Support

Being fully informed is a must, no matter the size of your business or organisation. Ensuring you know exactly where you are at is critical. Fit for purpose real-time financial information is a necessity to keep all stakeholders informed. We will tailor monthly reporting information to fit your business and ensure the information is presented in an easy to interpret format.

Annual Accounts

Having an annual accounting process that is timely, accurate and above all efficient will ensure that your stakeholders get the annual financial information they require when they require it. Our preference is to work with you regularly during the year which will help ensure that the year-end process is a smooth one.

Taxation Advisory

With over 30 years of International Firm Tax expertise on our team we are well positioned to ensure you have the right structure in place and advise you on any complex taxation issues.

Taxation Compliance

As your tax agent with the Inland Revenue, our experienced team will ensure you remain compliant and up to date with all income tax and indirect tax, such as GST, requirements.

Company Secretarial and Trustee Services

Delivered in conjunction with our Business Succession Planning and Personal Wealth Strategy services, we will work alongside your other professional advisers to ensure your assets are protected and your compliance is well managed as efficiently as possible.