What we do


Accounting servicesAccounting services

The foundation of a successful business is accurate and timely bookkeeping. We use Xero as our platform and integrate additional tools so your back-office functions are completely automated. Keeping your accounts in the cloud means your numbers are updated in real time. No more tedious, time-wasting data entry. We can do as much or as little of your ongoing bookkeeping as you need, and we’ll train your staff so they know what to do. We’ll also keep a watchful eye on your accounts to ensure your business is operating at peak efficiency at all times.


Tax complianceTax compliance

We keep up with all the legislation so you won’t be caught unaware of any changes. Our tax-saving strategies balance tax efficiencies with your overall goals. We’ll prepare your Annual Reports and file your Income Tax, GST, FBT plus any other tax returns you need.


Tax planningTax planning

We are always looking for new ways to save you on tax while making progress on your long-term financial goals. We look at the big picture as well as the details to identify strategies that make sense for your situation and save you tax at the same time. We’ll work with you all year so there are no more year-end tax surprises.


Foreign investment funds (FIFs) taxation and adviceForeign investment funds (FIFs) taxation and advice

If you have FIFs, the rules for calculating tax are complex. Our expertise in FIFs ensures that you’ll be in full compliance with the rules as well as all the disclosure requirements. We can also advise you on the best strategies to minimise taxes while reaching your long-term financial goals.


International taxationInternational taxation

We have extensive experience in international taxation so we can help you succeed in the international marketplace. Whether you have an overseas business, foreign investments or want to expand globally, we have the expertise to guide you. As an extra advantage, Joan speaks Chinese and has extensive connections to the Chinese business community in Tauranga.


Business planning and adviceBusiness planning and advice

Whether your business just started trading this year, or it’s been around for years, your success depends on solid planning. Starting with your current situation, we’ll map out a personalised strategy to reach your goals. We’ll help you find ways to work more on your business and less in your business. You’ll enjoy a healthier work-life balance and have more time to focus on the things you love.


Cashflow management and budgeting adviceCashflow management and budgeting advice

Cash is the lifeblood of small businesses. Without proper management of the cashflows in your business, your business risks failure. We help small businesses understand how cash moves in and out of their businesses so they can grow and thrive. Developing a budget for your company is a tool to ensure you don’t overspend and that your resources are directed correctly.


Coaching and mentoringCoaching and mentoring

Many small business owners feel isolated as they spend their days on the day-to-day tasks of working in their business. And with the vast array of business advice available in books, seminars and online, it’s hard to distinguish the useful strategies from the useless ones. Your unique business means your path to success is also unique, and won’t be found in a book. We’ll work with you to develop focus on doing the right things that will bring you success quickest. You’ll have an objective sounding board for ideas and a partner to keep you accountable.