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OUR SERVICES
BUSINESS SERVICES
ACCOUNTING
We will prepare your annual financial statements as well as monthly, quarterly and other periodic management accounts for tax and business planning purposes.
BENCHMARKING
Wouldn’t it be useful to know how your business is performing against your competitors? We can provide you with invaluable reports highlighting comparative performance and key industry performance indicators and ratios, which you can use to develop strategies to improve your profitability.
BUDGETS
Proper budgets are critical to enable you to measure your actual performance against pre-determined financial targets. We can help you create appropriate budgets for your business situation and critique the assumptions used.
CASHFLOW FORECASTS
Cash flow is the lifeblood of any business. We can design meaningful cash flow forecasts that integrate with your profit and loss and balance sheet which will highlight any looming cash flow issues, as well as provide you with “What if” capabilities.
BUSINESS START UP
So you have a good idea for a new business venture but are not sure how to translate that into a commercial reality? We can help you:
Decide on the most suitable structure for your business whether that be a sole trader, partnership, trading trust or company
Prepare a business plan, cash flow projections and budgets
Assess and advise on your finance requirements
Complete any registration procedures with the Companies Office and Inland Revenue
Ensure all statutory requirements are complied with.
BUYING OR SELLING A BUSINESS
The services we provide incorporate every stage of the process - From identifying potential acquisitions and negotiating the commercial elements of the transaction to forecasting the future of the business.
Our services include:
A review of your goals and objectives
Due diligence services
Preparation of financial forecasts
Advice on potential pitfalls and rewards involved in a merger
Assistance with purchase negotiations
Advice on planning
Assistance with preparing a business plan
The services we provide for preparing to sell a business include:
Obtaining comparative results
Establishing a realistic sale price
Taking the business to the market
Negotiating with potential purchasers
Drafting a contract
COMPANY FORMATION
We take the hassle out of forming your company and ensure that it has the optimal shareholding structure and directorship from both a business and taxation point of view.
Business Consulting
BUSINESS CONSULTING
MANAGEMENT CONSULTING
We can identify key performance indicators in your business and help you to leverage off those to improve both the top (revenue) and bottom (profit) lines.
INFORMATION TECHNOLOGY
Selecting the right accounting software for your business can save you time, money and heartache and we can help you make the right decision, whether it is a desktop or internet based solution.
We also have extensive experience in spreadsheet applications for small businesses.
We are licensed advisors for both MYOB Live Accounts and Xero and have considerable experience in both internet “cloud based” products
Taxation
TAXATION
TAX AND COMPLIANCE
Preparation and filing of all types of Inland Revenue forms including income tax, GST, PAYE, FBT, etc.
Effective tax structuring advice
Liaison with IRD on all tax matters on your behalf
Management of all tax disputes and audits conducted by IRD
INTERNATIONAL TAXATION
We have a thorough understanding of the taxation regimes of may of our trading partners so if you are thinking of expanding your business into offshore markets, we will undertake the appropriate research in the overseas country and ensure that you have the right structures in place internationally to minimize your overall taxation exposure.
PROPERTY TAXATION
Land and property taxation is a minefield for tax purposes. Contrary to popular belief, capital gaines tax does exist in New Zealand and it is vital that you receive professional, tailored advice in this area efore undertaking property transactions. We have extensive knowledge and experience to assist you in this area
TRUSTS
TRUSTS
Trusts, Business Structures and Asset Protection Plans require careful planning and preparation to achieve their objectives.
We will work with your lawyer and you to determine your needs and design and implement a plan for you.
A well-designed plan should:
Minimize your tax
Protect your assets from claims by creditors, predators and matrimonial property claims by a future spouse
Protect your children from matrimonial property claims by their spouses
Protect your wealth for passing on to your children and grandchildren
Provide a smooth transaction under the Property Relationships Act and other laws
Exclude assets from the means tests for Government assistance such as medical care and rest-home subsidies
Provide flexibility to adapt to changing circumstances
Trusts
TRUST ADMINISTRATION
Trusts are a long term commitment. Their purpose is to protect your assets against risk and provide a smooth transition of your wealth to future generations.
Trustees have a duty to ensure that the trust is managed efficiently and to keep full and proper accounts. Our trust administration service attends to the special recording and reporting requirements of trusts.
Decisions of trustees must be recorded in a minute book and often require supporting documentation.
Our Services Include:
Preparing financial statements and tax returns
Preparing minutes of trustees
Keeping a trust register to record details of trustees and beneficiaries and keep track of significant events and important documents
Monitoring your gifting programme
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