Our Accounting & Advisory Services

  • Tax

    With our tax services we can make your business more efficient and save you money. Ensuring you stay compliant and meet all your tax and regulatory obligations, and most importantly, making sure your tax bill is as low as it can be.

  • Reporting

    We create financial statements and reports that are easy to understand and use, giving you the right information that is essential to helping you make informed business decisions, at the right time.

  • Business Advice

    Whatever your goal, we offer practical business advice and innovative solutions to help you achieve your intended outcome. We offer a range of services including business plan development, business expansion advice, and more.

Your Local Chartered Accounting 
and Business Advisory experts.

An Auckland based Chartered Accountancy firm, our focus is on helping small to medium businesses in our local community. With over 25 years of experience, we provide bespoke personalised services, not only to help our clients dot the i’s and cross the t’s with tax and financial reporting, but to add value to their business with innovative, creative and profitable ideas. Business advice you can trust.

Rodney Heimuli
Director

 
 
 

Chartered Accountants Australia and New Zealand (CAANZ) member & Registered Tax Agent with Inland Revenue.

What this means for you:

Chartered Accountant’s complete a rigorous post-graduate process to gain their qualification, a total of seven years of solid study and hard work, and are bound by professional ethics to observe the rules and the code of conduct as established by the Chartered Accountants Australia and New Zealand (CAANZ) institute. AKA. qualified, knowledgeable, and reputable. 

In contrast, anyone in NZ can call themselves an “accountant” without any formal training, qualification or experience. Working with a Chartered Accountant means you can trust that the advice you’re receiving is coming from a specialist with a deep and broad understanding of finance and business, to provide you with the right advice for your business. 

We’re also Registered Tax Agents with Inland Revenue, allowing us to prepare and lodge your tax returns directly with IRD. Registered Tax Agents are more trained and higher-qualified than normal accountants in all things tax – we study tax so that you don’t have to. Registered Tax Agents also have the advantage of extended timeframes for filing tax returns and later payment due dates.

CAANZ has a code of ethics and a disciplinary process to control members professional behaviour.

  • Members practices are subject to random practice review by CAANZ.

  • It is compulsory for members to carry professional indemnity insurance cover.

  • Members must complete 30 structured and 10 unstructured hours of continuing education yearly.

Non-members cannot offer these assurances to you!