Services

Annual and Compliance

• Annual Accounts and Tax Return Preparation and filing
• Monthly accounts and GST, to suit client skills and time
• Full payroll services
• Orchard and Farm Reporting
• Company Annual Returns
• Tax Planning for Companies, Partnerships, Individuals and Trusts
• Actively promote, install and teach the BankLink system
• Software assistance, recommend and sell Cashmanager and Quick Books (QBi Series)

Specialist and Business

• Property purchases and sales advice
• Cashflows and borrowing applications
• New Company start-up procedures
• Debt restructuring
• Development, installation and review of management systems
• Taxation and business advisory services
• Succession Planning / Exit Strategy Planning
• Business and Share Valuations
• Rental Property Investment Advice
• Business sale and/or acquisition appraisal and advice
• Estate and Tax Planning
• Entity restructuring
• Strategic financial analysis and development planning

Other

• Provide a Trust and Company Secretarial Service
• Placement of funds with a small selection of finance companies and mortgage funds (we return all brokerage to our clients)
• Specific Review Engagements

Using

• Three Partners who work closely to share knowledge base and individual strengths ,to ensure each client receives best advice possible.
• Strong Professional Team Work
• Technical Back-up Services within industry (CCH and WHK Taylor)
• Real interest in investments