Our Services

Our aim is to provide you with advice when your business needs it - not just when you ask for it.

We'll help you manage every aspect of your business, and because we establish a one-on-one relationship with each of our clients, our advice will be tailored for your business.

We've developed our traditional accounting practice into innovative client-focused services. Our flexibility & adaptability will ensure we can help you get the best results

Below we have listed the services that we offer to our clients. This list is by no means exhaustive, and our team of friendly staff would be more than happy to take enquiries about any services you do not see listed.

Business Services Taxation Specialist Services
  • Benchmarking
  • Annual accounting
  • Budgeting
  • Business start-up
  • Cashflow Forecasting
  • Financing
  • Management Consulting
  • Office Duties
  • Payroll Services
  • Software Solutions
  • Strategic planning
  • Trust Administration
  • Farm Accounting
  • FBT
  • GST
  • Taxation
  • Acquisitions & Mergers
  • Charitable Trusts
  • Company Secretary
  • Estate Planning
  • Human Resources
  • Information Technology
  • Rental Property
  • Retirement Planning
  • Selling a Business
  • Succession Planning
  • Trusts
  • Valuations
  • Arbitration and Mediation
  • Business Advisory

    • Total Income Tax compliance services.
    • GST processing and compliance services.
    • Payroll Maintenance and support.
    • Debtor and creditor system operations and support.
    • Business plans, Marketing plans, Operation plans, Profit improvement plans.
    • Budgeting and financial monitoring.
    • Trustee and directorship services.
    • Business succession & retirement planning.
    • New business advisory services.
    • Advising on appropriate business structures and effective use of trusts, companies, partnerships.
    • Training services on accounting matters

    Information Technology

    • Advice on total technology usage in a business environment.
    • System security maintenance & review.
    • System selection and installation.
    • Selection and training on software applications and effective use.
    • Support services by phone link, data dial up, or on-site.

    Taxation

    • Assistance with IRD tax audits, Objections and Appeals.
    • Assistance in advising on areas of difficulty to sustain "a reasonably arguable position".
    • Tax effective financing and business structures.
    • Tax Planning for company groups including effective use of losses.
    • Tax litigation support.
    • Planning and advice on acquisitions, takeovers and mergers.

    Dunedin Office
    Level 5
    229 Moray Place
    Dunedin 9016
    Ph: 03 477 5005
    Fax: 03 477 5447

    Oamaru Office
    27A Coquet Street
    Oamaru 9400
    Ph: 03 434 8519
    Fax: 03 477 5447

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