Services Overview

  • “You must pay taxes. But there’s no law that says you have to leave a tip.”

    We make tax time less taxing. From staying ahead of the rules to finding smart strategies, we handle the heavy lifting so you can sleep easy (and stay out of trouble with the IRD).

  • “Financial reports tell your business story—make sure it’s one you’re proud of.”

    Need to impress a lender, board, or just make sense of the numbers? We’ll turn your data into stories that matter, with reports that tick all the boxes and then some.

  • “If you're not making a profit, you're just running a very expensive hobby.”

    More profit, less chaos. We dig into what’s working, what’s not, and where you’re leaving money on the table. Then help you fix it.

  • “You can’t manage what you don’t measure.”

    What gets measured gets managed. We deliver tailored reports that show where you're winning (and where to work harder).

  • “Revenue is vanity, profit is sanity, but cash is king.”

    Cash is king—but planning is emperor. Whether you're growing or just trying to breathe easier, we’ll help you manage money smarter and build a rock-solid financial base.

  • “Price is what you pay. Value is what you get.”

    Want to know what your business is really worth? We provide clear, defensible valuations—whether you’re selling, buying, restructuring, or just curious.

  • “An investment in knowledge pays the best interest.”

    Feel lost in the numbers? We break down your financials in plain English, so you can make confident, informed decisions (without the finance degree).

  • “Coaching is unlocking a person’s potential to maximise their own performance.”

    Four times a year, we sit down and get real about your progress, challenges, and opportunities. It's like a performance review for your business—with actual support.

  • “The best investment you can make is in yourself.”

    Regular check-ins keep things on track. With monthly coaching, you're never alone in steering your business through its ups and downs.

  • “What got you here won’t get you there.”

    KPIs aren't just corporate buzzwords—they’re your business pulse. We help you track the right ones and actually improve them.

  • “A big business starts small.”

    Got a big idea? We’ll help you build it on solid financial ground. From structure to strategy, we’re your co-pilots from day one.

  • “A goal without a plan is just a wish.”

    Your map to success. Whether you're aiming for growth, exit, or just better Mondays, we'll help you plan with purpose—and numbers that back it up.

  • "Trusts: for when you want to keep the peace, protect the assets, and avoid awkward Christmas conversations."

    Trusts can be tricky. We’ll review your trust structure to make sure it still works for you—and ticks all the tax boxes too.

  • "Insanity is doing the same thing over and over again and expecting different results."

    Is your business structure helping—or holding you back? We take a fresh look and help you redesign for growth, clarity, and efficiency.

  • “Someone’s sitting in the shade today because someone planted a tree a long time ago.”

    Thinking about handing over the reins? We’ll guide you through the who, how, and when—so you (and your business) are ready when the time comes.

  • “If you don’t know where you’re going, you’ll end up someplace else.”

    Good governance isn’t just for big corporates. We help you build the structures and habits that keep decisions smart and stakeholders confident.