"Everything starts with a dream. However, few business owners start with the tools necessary to achieve the dream. Thankfully they don’t need to"

If you are in business and own a trade orientated business you need to know that you are dealing with people who understand the in's and out's of your business and that the people you deal with are not afraid of rolling their sleeves up themselves.

The same can be said for those in retail. We know there are specific challenges in the ever changing retail environment and we have years of experience that we can bring to your business to help with strategic direction and cash flow management. 

  • +Trade and Retail - Business Support Specialties

    • Budgets, rolling forecasts, cash flow preparation and periodic reporting.
    • GST / PAYE / FBT / ACC  – return preparation and support transactional queries and assistance, specialist tax and compliance advice.
    • Administration support services. Paying monthly accounts, invoicing customers, banking income and reconciling debtor ledgers.
    • Transactional matters, capital expenditure and restructuring decisions - contract negotiation & evaluation, finance sourcing and negotiation, cost benefit analysis for asset acquisition or disposal.
    • The preparation and presentation of End of Year Financial statements.
    • Preparation of full-scale annual reports including management commentary, trend and comparative analysis, graphically illustrated outcomes.
    • Tax consultancy & specialist tax services - providing tax health checks & exposure reviews, dealing with international tax matters, working with transactional and contractual tax issues, specialist tax minimisation and structure based advice.
    • Developing strategic plans, business plans, competitive advantage strategies – implementation, management and monitoring support.
    • Benchmarking, competitor and comparative analysis. Key Performance Indicator development, management and reporting.
    • Company legislative and administrative requirements.
    • Tax Disputes - addressing payment and/or return error issues, assisting with IRD enquiries, audits or investigations
    • Business health-checks, competitor analysis, SWOT analysis and strategy alignment. Risk analysis and running what-if scenarios to evaluate your capacity for cash flow and overall financial risk. Project analysis and capital Expenditure cost benefit and payback analysis.
    • Customised virtual CFO and/or board/management team advisory services, business mentoring and coaching.
    • Business Structure evaluation – assessing structuring options. Evaluating, functionality, flexibility, asset protection, and tax efficiency. Future proofing the business structure(s).
    • Buying a business – due diligence, value assessment and negotiation, financing and structuring.
    • Preparing a business for sale – building a strategy, financially presenting the business for sale, marketing its strengths, valuing the business and negotiating a sale. Succession planning and inter-generational business transitions. Grooming internal or external successors to takeover.
    • Accounting and business software support - Selecting and sourcing the right software, providing training and support, business software integration, add-on software implementation and support.
    • Technology support and Education – on-site tutorial sessions, technology integration and purchase recommendations, hardware set-up, general software installs and upgrades, back-ups, network management, security installation and upgrades, and general I.T. support from a specialist team.
    • I.T. remote access support over the internet - securely accessing your computer to provide a wide range of support services, fixes, upgrades, and all forms of general I.T. assistance.