Specialist Accounting for Professional Services

Stay on the right side of IRD while minimising tax stress. We handle:

• GST, PAYE and FBT

• WIP accounting

• Advice re GST on financial services

• End‑of‑year financial statements

• Tailored provisional tax planning to ensure you are paying the right amount at the right time

• Tax pooling

Why it matters: Expert accounting advice to save tax and give you more clarity.

We take care of your back office so you can focus on delivering high-value advice. Whether you need someone to manage your payroll and GST, or you’re after a full bookkeeping solution, our team specialises in supporting professional and financial service firms with accuracy, timeliness, and confidentiality.

Why it matters: Freeing up your headspace to focus on your clients — not your admin.

• Tailored Insights: Build forecasts that align with your fee cycles, resource planning, and seasonal fluctuations in revenue.

• Scenario Analysis: Model “what‑if” scenarios — from onboarding new staff or losing a key client, to acquiring a fee base.

Why it matters: Forward visibility helps you make confident decisions, stay agile, and sleep at night.

Turn your strategic goals into action — and make sure the action happens.

• Goal-setting frameworks that drive focus and traction

• Accountability check-ins to keep momentum strong

• Regular review of key financials and KPIs

• Experienced guidance to support growth, profitability, and team development

Why it matters: When someone’s keeping an eye on the scoreboard, plans get executed, performance improves, and you spend less time worrying about what’s not getting done.

We’re more than number‑crunchers — we’re strategic advisors who partner with you to unlock growth and performance.

• KPI dashboards and benchmarking for professional service metrics

• Growth, succession, and diversification strategies

• Mergers, acquisitions, and partner buy-ins/buy-outs

• Board-level reporting and insights using leading data analytics tools

Why it matters: Strategic clarity turns ambition into action — and opportunities into profit.

Whether you’re 6 months or 6 years away from stepping back, we’ll help you design a succession plan that maximises your firm’s value and preserves its legacy. From internal buy-outs to external sales, we’ll guide you through each step with clarity and confidence.

Why it matters: With a quarter of New Zealand SMEs expected to change hands in the next decade, succession planning is key to unlocking value, protecting client relationships, and ensuring a smooth transition.

AI is changing the way professional and financial service firms work — but it can be hard to know where to start. We help you understand what’s possible, what’s safe, and what’s worth doing.

• Advice and training on tools like ChatGPT and Copilot

• Help spotting admin and reporting tasks that can be automated

• Support to roll out AI safely and responsibly

• Easy frameworks to manage risks and protect client data

Why it matters: AI can save time and lift performance — if you use it the right way.