Since 2006 our team of accountants, consultants and bookkeepers has provided Marlborough, Nelson and Kaikoura businesses and individuals with proactive bookkeeping, accounting and business consulting and marketing services. We work closely with our clients to ensure they are running their business and financials as efficiently and effectively as possible.
For us to be proactive and innovative, we ensure that we work with the latest tools, cloud based solutions, resources and information to give our clients the freedom and knowledge to achieve their goals and to focus on the success of their business.
We are committed to our values of:
- Proactive, personalised and consistent services
- Experienced and knowledgeable staff
- Superior communication
- Freedom for initiative of staff
- Absolute confidentiality
- Continuous improvement
- Internal standardisation
- Integrity and honesty
We believe our values offer our clients the best chances of achieving their goals because we are committed to helping them succeed.
- recommendations for managing tax liability
- help you understand your financial statements
- manage your monthly accounts and prepare year-end accounts/taxation
- link you as a client with IRD and manage all of your tax requirements on your behalf
- experienced staff who actively train and keep up-to-date.
Budgeting & cashflow forecasting:
- actual v budget reports that are rolling
- allows you to see how your cash will change each month
- helps you set sales targets and plan for shortfalls.
- highlight strengths and weaknesses
- track trends and KPIs
- provide comparisons to assist decision-making
- monthly, bi-monthly or quarterly reports.
Monthly accounts/ GST:
- debtor and creditor management
- bank reconciliations/GST
- financial reporting
- dedicated accounts manager
Business consulting and mentoring:
- mentoring and business planning
- process management
- HR management
- grooming business for sale
- general business advice
- website reviews, design, content-writing
- articles, press releases, brochure design, practice profiles
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