With you at every step
SERVICES
Comprehensive support that scales with your journey.
From everyday accounting and tax compliance to strategic advisory and succession planning, we tailor our services to match your needs today.
No one-size-fits-all. Just considered, consistent partnership.
Accounting Services
Solid foundations. Strategic insight. No surprises.
We’re here to make accounting clear, proactive, and stress-free.
Whether you’re a start-up, a trust, or an established business, our services are built to deliver accuracy, peace of mind, and strategic value, all backed by real relationships, not just reports.
You’ll always have at least two dedicated team members who understand your business, your industry, and your goals. Our collaborative model means we don’t work in silos, so you’re never relying on a single contact. Instead, you get consistent support, informed advice, and a team that’s genuinely invested in your success.
Annual Financial Statements & Year-End Compliance
We take care of the annual “must-dos” – accurately and on time.
- Preparation of year-end financial statements for companies, trusts, and sole traders
- Reconciliations and supporting work papers
- Statutory notes and disclosures
- Filing of company and personal income tax returns
- Provisional and terminal tax calculations and reminders
- Tax claim review – uncover missed opportunities and avoid risks
GST, Income Tax & FBT
We handle your tax obligations, so you don’t have to sweat the deadlines.
- GST return preparation and filing (monthly, two-monthly, or six-monthly)
- Income tax returns – company, trust, partnership and individual
- Fringe Benefit Tax (FBT) assistance
- IRD liaison and support
- Optional tax review to ensure correct structuring and claims
Payroll & PAYE
We keep payroll running smoothly and your staff paid correctly.
- PAYE filing and payday reporting
- Leave tracking and KiwiSaver deductions
- Payroll setup, checks, or full processing (including filing)
- Help with payday filing compliance
Bookkeeping & Cloud Software Support
Flexible, practical help, from full-service bookkeeping to upskilling your admin team.
- Xero setup, file clean-up, and troubleshooting
- Bank reconciliations
- Invoice generation and creditor payments
- GST and monthly processing
- Training and support for your internal staff
- Compatible with Xero, MYOB, and more
Monthly / Quarterly Reporting & Compliance Health Check
Know exactly where you stand. No guesswork.
- Monthly or quarterly management reports
- Variance analysis on profit, tax, and cashflow
- Commentary and insights for smarter decision-making
- Reconciliation reviews and coding corrections
- Recommendations to streamline admin and cut time costs
Companies Office & Registered Office Services
We manage your compliance obligations with the Companies Office, including:
- Annual return filing
- Registered office address
- Company documentation updates and record maintenance
ACC Invoice Reviews
We’ll check your ACC charges are accurate – no more overpaying.
- Review of classification codes and invoice amounts
- Guidance on ACC cover types and timing
- Referral to independent financial advisers when appropriate
Additional Support Services
We offer a range of specialist accounting and admin support:
- Trust accounting and trustee support
- Dividend planning and payout schedules
- IRD audits, disputes, or refund support
- Due diligence for buying/selling a business
- Customisable support for property investors, tradies, trusts, and more
Corporate Advisory
Confident decisions start with clear advice.
Making significant business decisions, whether you’re buying, selling, restructuring, or planning ahead, requires trusted insight. Our Corporate Advisory team is here to provide independent, expert support across four key areas: business valuations, due diligence, financial modelling, and forensics.
We work closely with clients across New Zealand to provide practical, high-level advice that helps you see the whole picture and reduce risk, giving you the clarity and control you need to make confident decisions.
Business Valuations
Whether you’re selling, buying, planning succession, or navigating a dispute, we provide independent business valuations you can trust.
Our team comprises some of the sharpest minds in the business, led by one of the few accredited Business Valuation Specialists in the country. With rare expertise, deep industry insight, and strong commercial understanding, we deliver valuations that are tailored, defensible, and grounded in real-world relevance.
- Business and equity valuations for transactions or restructuring
- Shareholder or relationship property disputes
- Valuation of intangible assets and impairment testing for reporting
- Independent valuations for regulatory or administrative requirements
Due Diligence
Thorough due diligence is crucial when making significant business decisions, such as mergers, acquisitions, investments, or partnerships. Our team provides a detailed and systematic review to identify risks and opportunities, ensuring you have a clear, accurate picture before committing.
We help you verify key information, assess feasibility, and identify potential challenges, enabling you to negotiate with confidence and minimise surprises. Our approach is practical and tailored to your specific business context, supporting smarter decisions that protect your interests and future growth.
Whether you’re acquiring, investing, or entering a new partnership
- Purchaser or Vendor due diligence
- Pre-transaction assessments and risk reviews
- Validation of financial and commercial data
- Identification of red flags and value drivers
Financial Modelling
We build tailored financial models designed to give you a clear view of your future. Whether you’re raising capital, managing cash flow, or evaluating performance, our models help you test scenarios and make strategic decisions based on solid insights.
- Forecasting and cash flow analysis
- Scenario and sensitivity modelling
- Business performance planning
- Support for funding and finance structuring
- With us, you get reliable, practical tools to navigate uncertainty and keep your business moving forward with purpose.
Forensic Accounting
From disputes to investigations, our forensic experts bring clarity to complex situations. We apply a structured, evidence-based approach to uncover facts, explain variances, and support legal or commercial outcomes.
- Investigation and analysis for disputes or suspected irregularities
- Independent expert reporting and testimony
- Tracing of transactions and financial activity
- Clear communication of complex findings
Business Advisory
Smart decisions need the right information at the right time and the right people to guide you there.
You need a team who knows your business, cares about the outcome, and delivers advice that’s both strategic and usable.
From financial reporting to forecasting and finance structure reviews, our Business Advisory team brings clarity, structure, and direction to your decisions, in real time and for the long term.
Management & Financial Reporting
Clear, tailored reports that track performance, highlight variances, and keep you focused on the metrics that matter, including KPIs, profitability, cash flow, and tax.
We’re also here to support your internal finance team during busy periods or staffing changes, maintaining consistency and quality across your reporting.
Forecasting & Budgeting
We build integrated, three-way forecasts and scenario models that help you plan for growth, manage risk, and stay agile.
With clear, stakeholder-ready outputs, our forecasts often play a key role in helping clients access funding and make confident decisions about the future.
Finance Structure Review
A comprehensive review of your financial position, encompassing assets, liabilities, equity, and funding, helps identify areas for improvement, mitigate risk, and inform long-term strategic planning.
Business Planning
We help define your goals, identify key performance drivers, and turn strategy into action.
Whether it’s HR, marketing, or operational improvements, we work alongside you to create a roadmap that’s practical, measurable, and achievable.
Government & Industry Grants
Funding exists — we help you access it.
From identifying relevant opportunities to guiding the application process, we support your growth at every stage.
Our proven track record and client outcomes speak for themselves; we stand apart by delivering results, not just recommendations.
Clarity
INNOVATION NEWS
https://www.westpaciq.com.au/economics/2025/06/nz-agri-bites-3-june-2025
Agricultural export prices on the move.
Farming News
Strategic
Production stuff
Digital Advisory
Strategy & Enablement for Smarter Business Tools – we don’t just recommend digital solutions; we help you put the right tools in place and use them well.
Cloud systems provide real-time visibility, enhanced control, and reduced administrative overhead. But the results only happen when you connect the right tools to the right strategy.
Our Digital Advisory team works with you to embrace more innovative ways of working, enhance efficiency, and support confident, sustainable growth.
With extensive experience in New Zealand business environments and compliance, our proven track record includes helping teams work more cohesively, improving workplace systems, and streamlining workflows, making day-to-day operations smoother, boosting productivity, freeing up time, and lifting team morale along the way.
Whether you’re reviewing your current systems, exploring new tools, or need day-to-day support with your accounting software, our Digital Advisory team provides practical, people-first advice focused on what works for your business.
Our Digital Advisory Services:
- Independent reviews of your current digital systems
- Tailored recommendations based on your business goals
- Cloud-based setup & implementation (Xero, MYOB, WorkflowMax, PayHero, Figured, Droppah, and more)
- Tools for inventory, job costing, scheduling, and workflow management
- Reporting, automation, and process improvement strategies
- Team training and everyday troubleshooting
- Ongoing strategy, support, and system optimisation
Smarter Tech. Stronger Business. With you, every click of the way.
Tax Advisory
With you through complexity.
Clear, confident guidance – tailored to you.
As New Zealand’s tax environment becomes more complex, expert, easy-to-understand advice is more important than ever. We make tax clearer, simpler, and more strategic.
Our specialist tax advisory team delivers high-level, technically sound advice in plain English and with commercial pragmatism and deep sectoral insight. Our combined experience means we have been providing specialist tax advice and solving complex tax problems for over 60 years.
We are trusted advisers to high-net-worth individuals, SMEs, family businesses and groups, corporates, and multinational enterprises, providing tailored tax solutions across complex domestic and cross-border matters.
Specialist Tax Services
Our team provides expert advice across a wide range of specialist tax areas. Explore our core strengths below:
- Major transactions and restructuring
We advise on the full range of tax issues arising in the course of acquisitions and investments, divestments, and group reorganisations, including structuring, due diligence, and exit planning.
- Migration and relocation advice for individuals
We have considerable experience supporting and advising individuals and families moving to or from New Zealand, advising on matters including tax residency, transitional resident tax relief, treatment of foreign-sourced income, and the impact of double tax agreements.
- Land transactions
Our team is highly experienced in advising on all aspects of the taxation of land transactions. We regularly assist developers, investors, and landowners in understanding and planning for income tax implications of subdivisions, developments, construction projects, and rezoning.
- Agriculture, horticulture, aquaculture and fishing
We bring deep expertise to primary industries, including agriculture, horticulture, viticulture, aquaculture, and fishing. This includes taxation issues and more general structuring and asset planning for succession or eventual exit.
- Business structuring and restructuring
We regularly advise on structuring of new business or investment operations and the restructuring of existing businesses and groups. These projects are often multifaceted and involve several stakeholders with different tax profiles, investors or owners in different jurisdictions, or owners and investors in different life stages. Asset protection and risk management are often paramount, together with tax efficiency. Our experience enables us to take various roles in such assignments, from sole or lead adviser to working on specific matters in conjunction with other advisers.
- Cross-border structuring for businesses
Whether expanding into New Zealand or into offshore jurisdictions, we advise businesses on relevant matters including permanent establishment risks, source rules, withholding tax obligations, transfer pricing, and the application of double tax agreements. We assist with robust structuring to support international growth, maximise after tax returns to investors, and ensure IRD compliance.
What Sets Us Apart
- Strategic Insight, Technical Precision: We combine credible specialist tax experience with a commercial mindset to deliver tax solutions that meet legal requirements and which are practical for the client.
- Sector Knowledge: Our work across land taxation matters, primary industries, and international taxation is recognised as being at the leading edge within the industry.
- Client-Focused Delivery: Above all we are responsive, approachable, and committed to understanding our clients’ commercial drivers and long-term goals. Our aim is always to deliver a practical solution that they understand, rather than just pointing out the issues or problems.
Interested in joining our team?
We’re always on the lookout for good humans and great experts. If you’re someone who brings both skill and integrity to the table, and you want to be part of a team that actually delivers, let’s talk.