Our News

A new tax year brings new opportunities — with the right financial strategy, you can make the most of them.

Would you like to know more about the relationship between costs and revenue to make better business decisions? Book a session today to examine your financial reports with our experienced business advisors.

A dedicated team can be the point of difference that propels your business from good to great. Here are some tips for successful recruitment.


Our weekly newsletter has an update on the following
• Tax and cash flow planning: Your blueprint for a strong 2025
• Understanding Your Profit and Loss Statement
• Recruit a great team

#planning #profitandloss #recruitment

President Trump’s new trade tariffs are bad news for your export business. Here’s our overview of the potential impact these tariffs could have on your bottom line.

A lower Official Cash Rate (OCR) may do much to stabilise interest rates and improve business confidence. With continuing uncertainty on the global front, however, smart financial planning is still key.

Have you achieved the goal you set out to achieve as a new startup? We’ve posed 5 important questions for you to ask yourself – before you take the next step in your business journey.


Our weekly newsletter has an update on the following
• Trump's tariffs: what they mean if you export to the USA
• What the latest OCR cut means for SMEs in 2025
• Have you achieved your goal for the business?

#tariffs #ocr #scaleup

A new tax year. Lots to think about. Lots to plan. What are the first items on your to-do list?

Does your business need to improve its cash position? Poor cashflow is a problem for many businesses, whether you’re a start-up or an established family business. Talk to us about how you can get proactive with cashflow management.

We believe having a budget is essential for business success. Talk to us about creating a useful budget in your accounting software as a practical business management tool. We’d love to help you start planning for a great 2026 financial year!


Our weekly newsletter has an update on the following
• Payroll, taxes and trading rules: What you need to know right now
• Get in control of cashflow
• The Fundamentals of a Business Budget

#to-dolist #cashflow #budget

It’s that time of year, the start of the new financial year (for March balance date clients).

it’s time to start gathering the necessary documents for your year-end processing. This includes bank confirmations, loan statements, invoices for key expenses, and payroll reports if applicable. Business clients should also complete essential tasks like stock takes and recording accounts receivable/payable.

To streamline the process, we recommend uploading documents throughout the year. Click the link below for full details on what’s required and how to submit your information.

Make sure your records are in order for the end of the tax year. Acting early will save time, reduce stress, and ensure your business is set up for success in 2025.

25% of NZ businesses will sell up this decade. But will you get the return on investment (ROI) you’re hoping for? We’ve highlighted four ways to improve your ROI.

Are you confident in understanding the financial snapshot of your balance sheet?
Book a session now to analyse your reports with an experienced business advisor.


Our weekly newsletter has an update on the following
• Our top tip for the 2024-2025 tax year: Be prepared!
• 25% of NZ businesses will sell up this decade: how to optimise your ROI
• Understanding Your Balance Sheet

 #Taxyear #Exitstrategy #Balancesheet