A plan tailored for your business.
Everything we do is tailored to you and your business. We don't offer standard gold, silver or bronze packages - instead we craft a fixed price plan that we'll work to alongside you.
We will:
Take care of the everyday essentials – you know, all those financial must-dos like IRD compliance, GST, Payroll, and smart tax planning.
Make sure you're efficient – we're masters at leveraging cutting-edge software, think Xero and Dext and more, to simplify your business operations.
Let you treat us as your trusty guides on the journey of business growth. We don the hats of mentors and coaches, walking beside you as you scale sustainably.
Tackle the big picture – we're in your corner. From succession planning to navigating Boards, or managing relationships with banks, we've got your back.
Our Services
Depth of insight.
Breadth of experience.
Compliance Accounting
Fixed Annual Fees
Tax best practice, streamlined processes, and clear financial reporting. We’ll get you the information you need, when you need it. We’ll also ensure you pay the tax you need to, without paying more than you should.
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We’ll get your Accounts done promptly, clearly communicate, and make sure you understand the important bits (without bogging you down in detail).
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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.
It’s about paying what you should, without paying more than you need to.
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We’re Xero specalists, and know the addons inside and out.
This means we can help you integrate tech into your business, improve productivity, and get the most from what’s available.
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Your Annual Financial Statements are out of date one month after the end of the year.
We’ll take your historical data, and combine that with actual performance today, to help you make more informed financial decisions.
Virtual CFO Service
Quoted Scope of Work
Precise and timely financial data, a dynamic budgeting process, and routine bookkeeping handled without fuss. We’ll help your organisation make well-informed decisions and have your back as your organisation evolves.
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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.
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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.
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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.
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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.
Business Advisory
Set Monthly Retainer
Practical and pragmatic advice to push your business forward. We know what’s worked for others, so will help you follow suit. We’re focused on getting you the highest return, quickly, with as little risk as possible.
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Timely Monthly Management Reporting, adjusted for real world business conditions, lets you earn more and take risk off the table.
We’ll give you the insights, KPIs and data you need to make informed business decisions.
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Our budgeting will give you direction, accountability and a benchmark. When coupled with in-year reforecasting, your plan can evolve as your business changes throughout the year.
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Governance need clarity in how Management will operate. Management need to know what they’re safe to do.
Our full policy suite will make sure everyone in your organisation knows what is expected of them.
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We are your one stop shop for all your financial management. From issuing an invoice, to managing payroll and creditors - we can take care of your full finance function from beginning to end.
Think of us as your outsourced finance function or VCFO.
Our Technology
Best in breed Apps.
Real world understanding.
More than Accounting