Our Services

We do all the accounting work you’d expect us to. We’ll get your Accounts done quickly, and not bog you down in jibberish. We’ll explain the important bits you need, in a way you’ll understand.

Don’t panic if your records are a mess, if you’ve got a few years to catch up on, or if you have an uncommon accounting system. We’ve seen it all before.

On the tax front, we’re all happy to pay our fair share of tax – we just don’t want to pay more than we need to under law. Our role is to help you understand what you need to pay, and nothing more. Put another way, we’ll help minimise your tax within your appetite for risk.

We handle all aspects of tax, from trading businesses, trusts, rentals, sole traders, contractors and international businesses. FBT, GST, PAYE, RWT, RLT and every other acronym they throw at you.

Every business can benefit from the insights of a Virtual CFO. This means we’re over your finances weekly (or daily in some cases) to help you spot opportunities, mitigate risks and best practice processes.

We’ll work hand-in-hand with you to get the financial data you need in real-time. You’ll sleep-easy knowing that it’s had our robust quality-control applied to it, and that you’re making your decisions off sound data.

Everyone is happy to pay their fair share of tax. On the other hand no one wants to pay more tax than they should. 

Our Tax Review will look at your business from the ground up to identify if you're paying the right amount. Vehicles, lending, salaries and more all come into the mix. We'll go through things with a fine-tooth comb.

Aside from one month of the year, your Annual Financial Statements are always out of date. Using the historcial data, combined with what's happening today is the key to making more informed decisions.

Real time data from your Xero account, coupled with accurate forecasting, can immediately highlight any issues or opportunities open to you. We'll help you get accurate data, in real time.

Every business has things which have made them successful to date. At the same time, we’ve all got things which are holding us back from reaching that next level.

Our program is geared to hold tight to the things which have made you successful, while working through a flexible curriculum to build the skills you need to reach the next level of business.

We do this through one-on-one coaching and mentoring, plus small group workshops to expose you to the concepts you need to know as a business owner.

The best accountability to any business strategy comes through strong governance. We’re driving both formal and advisory boards for customers to make sure their business plan happens.

We’re well aware of the pitfalls of these boards (they can be an echo chamber achieving nothing at times), so we’ll make sure you get what you need from your board.

We've seen hundreds of businesses go through a very similar journey. The same things hold businesses back, while at the same time the same things propel them forward. We’ll help you come up with a specific and actionable plan for your business to move you through the journey.

When combined with accountability to a specific and actionable plan, businesses hit their targets quickly – rather than just drifting towards them gradually over time.

Whether you’re ready to start, buy or sell a business we can help.

The process can often be difficult at the best of times, and the and the variables at play can mean the difference between success and failure. The margin for error is slim.

If you’re about to embark on the business purchase process, our Business Purchase Program is designed to help you avoid buying a dud. Once you’ve bought it we coach you through becoming a successful business owner.

If you’re looking to sell your business, our Exit Planning Program is designed to help you identify who to sell to, when to sell, and to help you manage your new-found cash and freedom.

Many people become accidental landlords - they convert a family home into a rental, or buy a property for a child to live in while at University. Alternatively they've had a property for years and aren't quite sure about the numbers on it. Or for some doing the math is hard - the variables (price, rent, interest rate, insurance and more) can make it hard to decide what to buy.

We'll help you evaluate what you've already got, or what you're looking at buying. Based on what we've done ourselves and how we've helped others, we'll help you create a plan for your property portfolio.

Correct lending structure can pay down debt years faster. Coupled with sound tax advice, making your lending tax deductible where possible, can save years more.

We'll look at your business and personal assets, and then compare them against the debt you've got. From there we'll come up with a plan to shift anything which needs moving to manage your taxes and pay down debt faster.

Crafting a plan to hit your financial goals is the key to generating real wealth. It’s about understanding the basics of finance (opportunity cost, compound interest and more), alongside viability of your spending and direction.

This isn’t budgeting – just accountability to a plan. We’ll guide you to create a plan for your financial future, agree what you need to spend money on (spending isn’t bad, it just needs a plan), and then hold you accountable to it.

The plan could involve selling or buying property, looking at mortgage structures or buying shares. It’s up to you – the key thing is to have a plan and to stick to it. That’s where we come in.

We'll help you budget without budgeting. It's about creating a deliberate plan to spend your money - rather than creating constraints around what you can do.

With this we'll help you see a clear plan to pay down debt, buy property, buy shares, or hit whatever plan it is your chasing. We'll help you manage your money by answering the questions you didn't know to ask.