Ditch The Surprise Annual Bill. Get Proactive Monthly Guidance.
We help New Zealand trade, construction, and professional businesses optimize tax, safeguard cashflow, and scale profits through fixed-fee monthly advisory and automated cloud bookkeeping.
Request A Confidential Financial Review
Find out where your business is overpaying tax or leaking cashflow.
Forward-Looking Accounting & Advisory
Traditional accountants look backward once a year. We partner with you month-by-month to grow profit, protect assets and reduce tax.
Tax & Annual Financials
Accurate financial statements, IRD tax compliance, GST returns, PAYE, and smart provisional tax management that eliminates end-of-year shocks.
Explore Tax & Accounts →Quarterly Business Advisory
Dedicated 90-day strategy sessions, cashflow forecasting, break-even analysis, and job-costing insights to maximize business profitability.
Explore Advisory →Virtual CFO Services
High-level commercial CFO leadership on a fractional basis: banking relationships, mergers, shareholder agreements, and capital growth.
Explore Virtual CFO →Fixed Monthly Packages. No Hourly Billing.
Choose the level of support your business needs. Every package includes unlimited email and phone queries.
- Annual Financial Statements
- Company & Personal Tax Returns
- Bi-Monthly GST Review & Lodgement
- Provisional Tax Reminders
- Unlimited quick phone/email queries
- Everything in Essential, plus:
- Quarterly Business Advisory Review
- 12-Month Rolling Cashflow Forecast
- Real-time KPI Dashboard in Xero
- Annual Tax Planning Strategy Session
- Priority Partner Access
- Everything in Growth, plus:
- Monthly Executive Financial Board Pack
- Monthly 1-on-1 Director Strategy Session
- Bank Financing & Covenant Reporting
- Departmental Margin & Job Costing
- Dedicated Fractional CFO