Our Services
Annual Accounting & Tax Services
As Chartered Accountants we ensure you get a professional accounting and tax service for your business, Working smarter and developing new ways of maximising opportunity and minimising risk. We can complete your annual financial statements, Income/ GST/PAYE/RWT and FBT returns, making sure of correct IRD compliance and expert tax management and advice
Business Support Services
Need help freeing up the time spent working in your business instead of on it? Some of the other services we provide include • Obtaining bank finance Monthly reporting, budgeting and cashflows• Secretarial & administration support, including to governance boards • Debtor and credit management • Bookkeeping • Supporting you with your business software (Xero, Figured, MYOB, Reckon) • Payroll bureau service, including preparing and filing PAYE returns • Human Resources and Staff recruitment
Business Development
We are Advisory specialists – it’s the reason why we are in business. Compliance work is our strong foundation, however we love to support our clients and make a real difference to their business. Delivering a high-quality, efficient compliance service is just part of that. Helping our clients to develop, improve and grow their business is the next natural step. Our Business Development offerings are practical and tangible services that create long term value for clients.
Business Planning
Our specialists are trained and have many years’ experience in developing strategic plans and annual business plans for clients across all industry types. A great Business Planning process gets to the heart and soul of your business. We’ll help you create a clear one page business plan which identifies and prioritises both short and long-term goals. We’ll develop strategies to achieve your goals, regular reviews and establish a 90-Day Action Plan
Cashflow Management
Cashflow planning is best practice in any business and critical to survival and growth. We’ll help you improve your Cash Conversion Cycle and maximise your cashflow. We’ll meet with you quarterly to monitor, analyse and adjust your key cashflow drivers to ensure you implement improvement strategies to maximise results.
Accountability Coaching
Owning and operating a business is hard work. Our Monthly or Quarterly Coaching programmes provide you with accountability and support to ensure you make the best decisions for you and your business. We’ll work together to achieve your desired outcomes.spot
Succession Planning
Succession Planning is about clarifying what you want for the future and defining the steps required to turn that vision into a reality, while taking into consideration business, personal and family expectations. A carefully considered exit strategy reflects the hard work and capital you’ve invested in your business. We want to work with you to develop your Succession Plan to ensure that the expectations of all parties are addressed and achieved.
Organisational Review
In order for a business to run effectively and efficiently there needs to be a clear Organisation Chart which visually defines departments, functions, roles and responsibilities. Not only for the current structure, but also for one that is scalable for future growth. We offer this service to give you clarity of the key functions within your business and who has responsibility for them. An updated Organisation Chart will allow your business to be more sustainable, scalable and, ultimately, saleable.
Governance
Governance it is a well-worn maxim that the ‘tone at the top’ is crucial and this is never more prevalent than it is today. Balance provide advice and support to Boards and key committees throughout New Zealand. Our Governance team delivers best practice advice on forming and sustaining Boards and Governance groups. From high level strategic advice through to assistance with secretarial services our team can tailor and deliver to your unique needs.
Specialist Maori Sector Services
Our team works with a range of Māori organisations, including, Ahu Whenua Trusts and Incorporations, providing a tailored solution to look after their varying needs. We provide a share registry service and secretarial services to complement accountancy services (year end, management) and consultancy services.
Connections
We work alongside a number of trusted advisors who specialise in other areas relevant to the success of your business. We are happy to make introductions if you think they may be beneficial to you Insurance, Human Resources and Legal
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