OUR SERVICES
Our services can be broken down into key areas. Not all clients require all services and neither do they need each item within a service offering. Typically we find that all clients at some point in time will have a need in one or more of these core areas.
Systems and Compliance
Peace of MInd - Ensuring our client meets their statutory obligations on time and in an efficient and cost effective manner.
The core services we provide in this area are typical of most Chartered Accountants and Bookkeeping firms and include:
- Annual Financial Statements and Income Tax
- Management Reporting
- GST Return Review
- FBT/RWT Returns
- IT Infrastructure and Systems Review
With the exception of Annual financial statements and tax returns our preference is that our clients have the capability to do a lot of these functions themselves with our assistance. We would typically scope these services with the clients and develop systems and processes to ensure a smooth transition regardless of who is doing the work.
Business Structure & Financing
Business Structures that are clear, flexible, future proofed and tax efficient.
The services we provide in this area are:
- Structure Review and Maintenance
- Trust Administration Services
- Company Administration
- Trust Review
- Wills Review
- Lending Reviews
- Due Diligence
- Buying and Selling Advice
Typically we find clients have structures in place that they either don't understand or have no idea what's in them or what they are for. We try to ensure all clients understand their structures or at least why they have them.
Our reviews and recommendations take a holistic view of the families position thereby ensuring that all appropriate documentation is in place and up to date rather than just the transactional documents at the time.
Our maintenance services ensure those documents are updated where required and remain relevant to current circumstances.
Risk Management
Identify areas of risk for the client and ensure they are adequately protected from those risks where possible.
The services we provide in this area are:
- Family Trusts and Corporate Structuring
- Insurance and ACC Reviews
- Risk Analysis
We utilise our networks and understanding of your business to provide an overview of your risk cover. Our comprehensive reviews cover business insurance, bricks and mortar, health and structure thereby ensuring a total review.
By being involved early we can also reduce risk in transactions by ensuring the appropriate structure is in place for you prior to the transaction occurring.
Family and Business Integration
Our aim here is to understand the family requirements and then ensure the business goals and directions are meeting those needs.
The services we provide in this area are:
- Budgeting and Forecasts
- Business Plans
- Family and Business Needs Analysis
- Goal Setting
- Directorship
- Succession Planning
- Business Valuation
Our role here is that of "sounding board" and we provide direction and guidance, after all it is your family and business. Through our needs analysis questionnaires we are able to quickly summarise the key areas that require attention and focus. In conjunction with you we set plans and targets to work through and resolve the key areas identified.
Profitability and Performance Improvement
Profit and performance improvement through our industry knowledge and focus on Key Performance Indicators that drive results.
The services we provide in this area are:
- Establishment and monitoring of KPI's
- Benchmarking and Comparison where appropriate
- Reporting and Measurement
- Utilisation of our Networks.
- Virtual CFO
- Networth Analysis
KPI's (Key Performance Indicators) are set with our background understanding of your industry and refined specifically to your needs. Monitoring those KPI's provides the awareness and focus that generally creates the results rather than significant change. If significant change is required we assist in finding appropriate solutions and providers.
