Let’s talk dollars

What's available in our financial toolkit

Our astutely packaged solutions will get your business in the mode
(and put you in control!)

We specialise in working with business owners to develop their business, and so our combination of accounting, education and bookkeeping services and reporting, combined with the right software products ensures we work collaboratively with you on an ongoing basis, and not just once a year in order to keep the IRD happy.

Choose from three different levels of service, to fit your business now (and where you want to take it):


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For the start up business

  • Hassle Free, simple compliance
  • Timely forecasts and advisement
  • Established, easy, user friendly smart business systems
  • Twice yearly business reviews
  • Annual operating budget that you can understand
  • Best software tools for your processes and job management
  • Empowerment to focus on your business




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For the business already in full swing!

Includes everything on our Ready To Launch level of service, plus:

  • Quarterly business reviews
  • Review and costing of software tools to ensure the best fit, and they’re being used to the best of their ability
  • No surprises with your books
  • Actual understanding of the financials in your business
  • More time in your week to refine your business




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For the business ready for growth

Includes everything on our Found Your Stride level of service, plus:

  • Monthly business reviews
  • Confidence to take on new, bigger and better opportunities
  • Continual, accelerated understanding of the financial indicators in your business
  • Ability to trust in your Key Performance Indicators fully


The individual services you can choose from include:


  • Business performance monitoring
  • Performance reviews
  • Growth planning
  • Income tax planning
  • Income tax returns
  • Financial statements prepared
  • Company Office liaison
  • Management reporting



  • Identifying strategic areas for business growth
  • Learning the key drivers in your business
  • Business planning
  • Financial awareness comprehension
  • Cashflow planning
  • Review your business structure


  • Bank reconciliation
  • Payables management
  • Receivables management
  • GST filing
  • Monthly reporting
  • Payroll
  • PAYE filing

Software solutions

  • Consult to understand your business and its needs
  • Discuss cloud software options
  • Help you choose the best cloud solution for your business
  • Set up, support and train you through your software change
  • Integrate your systems so that they work together seamlessly
  • Educate your team on an ongoing basis so that they get the best out of your chosen software