Services

Our Aim

 

To provide you with advice when your business needs it - not just when you ask for it. We'll help you manage every aspect of your business, and because we establish a one-on-one relationship with each of our clients, our advice will be tailored for your business. 

Accounting and Bookkeeping

 

Modern business demands up to date accurate financial information. We can relieve you and your staff of an enormous burden by taking care of all your bookkeeping and accounting needs, including the preparation of your annual accounts and periodic management accounts for tax, business appraisal and planning purposes.We will discuss your requirements with you and provide you with tailored information and constructive advice on a regular basis.

 
Budgeting

 

A good budget is a necessity in a good business plan. It is one of the best business tools we have, allowing us to set financial targets and measure our performance. The techniques we utilize in the formation of financial projections will allow you to consider future scenarios and give you goals to strive for in your business.In addition to goal setting value, budgets will often improve your chances of acquiring funding as financers often require forecasts as a prerequisite for funding approval. Cash flow forecasting is a vital part of ensuring your business will always have the cash it needs, because profits don't pay bills - cash does.There are many types of budgets and we can help you design the right budget for your needs and requirements. Let us show you how a budget and a cash flow forecast are able to provide feedback to allow you to prepare for the future of your business.

 
Taxation

 

Taxation can be a major cost to your business. We will work in partnership with you to minimise your tax and help you achieve your key objectives. We provide a complete service of help and advice in all of the following areas:

 

  • Preparation of personal & company tax returns and advice on payment of tax

  • GST/FBT/ACC obligations

  • Advice on and implementation of tax effective trust structures for asset protection and tax minimisation

  • Management of any IRD Audits or disputes

 
GST

 

GST legislation is an area we know like the back of our hand. We are able to offer accurate, timely assistance in a number of areas. These include:

  • Registration queries

  • Preparation of GST returns

  • Filing and adjusting GST returns

  • IRD audit assistance

  • Specialist events involving GST e.g. sale or purchase of property

 
Cash Flow Forecasting

 

Have you ever wondered if you are holding too much inventory? Is this the right time to expand your business? Are you going to have enough cash to pay all expenses every month? Survival in today's business climate requires you to spend more time working on your business rather than in the business. We can provide you with accurate, timely and informative cashflow forecasting reports - allowing you to:

 

  • Realize and understand when cash is available

  • Plan and prepare for expansion, stock control, and taxes

  • Analyse and anticipate key expenses

 

Armed with this information, we'll work with you to develop action strategies to improve your bottom line

 
Inland Revenue Issues

 

We can deal with all sorts of Inland Revenue issues on your behalf. Let us take the stress away by assisting with:

 

  • Payment Arrangements

  • Hardship Write offs

  • GST audits

  • Income Tax audits

  • Child Support Assessments & Administrative Reviews

  • Error corrections

  • Getting you up to date with returns

 
Business Start-Up

 

Let us help you turn your business idea into a reality.If you have a good idea for a new business venture but don't have expertise in the legal or financial aspects of creating a new business, we can help you:

 

  • Decide on the most suitable structure for your business - sole trader, partnership, or limited company

  • Prepare a business plan, cash flow projections, budgets, and trading forecasts

  • Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals

  • Establish a good working relationship with your bank

  • Complete any registration procedures with Companies Office, Inland Revenue, or Customs

  • Deal with company secretarial issues

  • Set up a recording system for your internal use and for complying with statutory requirements

 
 
Company Secretary

 

Company legislation requires businesses to perform many administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you are complying with the Companies Act 1993. The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.At Accounting by Design we are able to relieve this burden for you. Our services include:

 

  • General advice on company law

  • Company formations

  • Filing of annual returns on your behalf

  • Preparation of all documentation related to minutes and resolutions

  • Maintenance of statutory books

  • Assistance in changes of directors, shareholders, addresses, and office details

Strategic Planning

 

The pressures of daily business can often mean strategic planning takes a back seat - but to have a successful business you must plan ahead.

 

We'll help you establish a strategic plan that looks at where you want your business to be in the future and exactly how you and your team can achieve these aims and objectives.Y our strategic plan will:

 

  • Define the characteristics of your company

  • Identify your competitors

  • Define your objectives and financial goals

  • Put in place an effective implementation plan to achieve your goals

 
Trusts

 

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others. Obligations for trustees can often be onerous, and our assistance in Trust administration will be invaluable. We are able to:

 

  • Attend to the special requirements involved in reporting for Trusts

  • Trust administration

Minute keeping service

Annual accounts

  • Taxation

Asset management

Investment monitoring

Income distribution

 
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28 Lee Street

Whitianga

gbalme@xtra.co.nz

Chartered Accountants

Tel: (07) 866 5891

Cell:  (027) 495 8923

© 2018 Accounting by Design Ltd.