You'll never have to explain yourself twice, or wonder if there is a gap left uncovered.
We've got you covered from compliance accounting, to Virtual CFO and Legal Council with Convex Legal. So, whatever you need we've got you covered.
Hamish and Chris have grown our business from scratch, so have gone through the same journey as you.
They know hiring, firing, scaling and managing change - and they'll always accessible to our small customer base.
We know what pushes businesses forward, and what holds them back. Always with a different tweak, but always with the same theme.
Combining that with what you've learnt in the past, we can push your business ahead quicker with deeper insights, rounded analysis, and forward looking forecasting.
We’ll get your Accounts done quickly, and not bog you down in jibberish, explaining the important bits in a way you’ll understand.
Our role is to help minimise your tax within your appetite for risk. We handle all aspects of tax, from trading businesses, trusts, rentals, sole traders, contractors, and international businesses. FBT, GST, PAYE, RWT, RLT and every other acronym there is.
Every business can benefit from a Virtual CFO going over finances weekly (or in some cases daily) to help spot opportunities, mitigate risks and best practice processes. We’ll work with you to get the financial data you need and you’ll sleep-easy knowing that it’s had our robust quality-control applied to it.
Our Tax Review will look at your business from the ground up, identifying if you're paying the right amount - we'll go through things with a fine-tooth comb.
Aside from one month of the year, Annual Financial Statements are out of date. Using historical data, combined with what's happening today is the key to making informed decisions. Real time data from Xero, coupled with accurate forecasting, can highlight any issues or opportunities open to you.
Correct lending structure can pay down debt years faster. Coupled with sound tax advice (making your lending tax deductible where possible) you can save years more. We'll compare your business and personal assets with your debt . From there we'll come up with a plan to manage your taxes, and pay down debt faster.
We'll work to understand where your business is heading, and what you personally want to achieve. We'll come up with a set of recommendations for your business to help you deal with the moving parts, in an agile and emergent fashion. We'll deep dive with you to unpack each of the key performance areas of your business. Based on what we discover, you'll have a clear plan to shift your business.
The best accountability to any business strategy comes through strong governance. We’re driving both formal and advisory boards for customers to make sure their business plan happens. We’re aware of the pitfalls of these boards (sometimes they can be an echo chamber achieving nothing), so we’ll ensure you get what you need from your board.
We've seen hundreds of businesses go through similar journeys. The same things hold businesses back, the same things propel them forward. We’ll help you come up with a specific and actionable plan for your business to move you through the journey. Businesses hit their targets quickly, when combined with accountability to a specific and actionable plan, rather than just drifting towards them gradually over time.
Every business has things that've made them successful. At the same time, we’ve all got things that are holding us back from reaching that next level.
Our program is geared to hold tight to the things that have made you successful, while working through a flexible curriculum to build the skills you need to reach the next level of business. We do this through one-on-one mentoring, and small group workshops, to expose you to the concepts you need to know as a business owner.
Whether you’re ready to buy or sell a business, we can help. At the best of times, the process can be difficult and the variables at play can mean the difference between success and failure. The margin for error is slim.
If you’re about to purchase a business, our Business Purchase Program is designed to help you avoid buying a dud. Once you’ve bought it, we'll coach you through becoming a successful business owner. If you’re looking to sell your business, our Exit Planning Program is designed to help you identify who to sell to, when to sell, and help you manage your new-found cash and freedom.
We are recognised by Xero as being one of the leading advisory accountants in New Zealand.