Our services.

Our goal is simple: to help you be financially fit.

Everything we offer is designed with that outcome in mind. Our services are flexible, so you can choose the support you need, when you need it.

We typically work on an estimated cost basis rather than fixed fees, tailored to the services you have requested. These will be outlined in your engagement letter.

Most of our clients prefer to pay when work is completed. If you prefer to pay monthly, that’s no problem, we can combine the services you would like with an estimated monthly fee, reviewed annually.

  • Getting your accounting and tax compliance obligations sorted.

    • Business Annual Accounts and Tax Returns

    • GST Returns & Payroll

    • Rental and Short Stay Accommodation Schedules

    • Investment Returns

    • Paying Tax on time and the right amount

    • Q&A

  • As life happens you need advice along the way.

    • Sounding board meetings

    • One off advice - structuring, property, buy/sell a business and dealing with IRD

    • Tax risk review - new clients and property development

    • Connections to our advisor network

  • The skills to run Xero effectively and understand your numbers.

    • Xero Set up and Training

    • Performance Reporting,

    • Cashflows and Budgets

    • Sharing our favorite resources to help you tackle challenges (see our resources page on our website and ask us about our favorite podcasts and AI tools)

  • Financial fitness is a lifelong journey

    • Budget – a budget is telling your money where to go, versus wondering where it went

    • Retirement – have you thoughtabout it

    • FIRE movement – Financial Independence, Retire, Early. Is it possible?