We have 30+ years expertise with owner operator businesses and large corporations in many different industries.

Forecasting & Budgeting

Understand where your business is heading with forecasts and/or budgets. Reporting against budgets allows you to take corrective action sooner rather than later.

Business & Capital Expenditure Analyses

We recommend clients perform financial analysis on business ventures and capital expenditure as part of their due diligence - before committing to such expenditure.

Financial & Management Reporting

Financial reporting should include regular profitability and cashflow reporting. The Balance Sheet can also yield value to business owners with relevant KPIs.

Management reporting dives deeper into the data to look at the profitability of product groups, types of clients, regions or any other metric to assess relative performance. Get a deeper understanding of your business financials.

Monthly financial reporting should be similar to year end financial reporting. No surprises.

Business Process Improvements

All business processes impact the financial results and should not be viewed in isolation. If you measure the wrong KPIs, then you will encourage the wrong behaviours. Improve productivity by eliminating ‘dead end’ processes and having staff focus on what is important.

Excel spreadsheets & automation

Unlock further potential with your data using Excel spreadsheets. Excel can be used for process automation, problem solving and it provides fantastic reporting tools. Talk to our Excel guru.

IRD Compliance

We can assist with your IRD filing obligations. Talk to our registered tax agent to see how we can help.

Flexible time frames

Resourcing as and when you need it. We can assist with regular or one-off tasks.