• Year-end accounts
• Tax returns filed
• Tax reminders
• Free tax updates
• One month turnaround
• Face to face Yearly reviews:
  • Key Performance Indicator (KPI) monitoring – ‘what you measure, you can manage’
  • GST & transaction reviews
  • Cash-flow monitoring
  • Provisional tax planning
• 1 Monthly GST – AIMS software – the cost effective, user-friendly alternative to banklink
• Online accounting software (Xero)
• Phone/email support
• ACC
• FBT
• Tax Planning
• Face to face monthly reviews
• Succession planning
• Expansion planning
• Weekly phone call

Benefits

• How do you monitor your business on a monthly basis through KPIs with monthly reviews benchmarked against similar businesses?
• How do you get your business to the point where you don’t have to do the day-to-day management? In other words, can you turn the business into a saleable investment that someone else will want to buy?
• How do your monitor KPIs (Key Performance Indicators)
• What KPIs should you be watching (for instance; debtor days – greater than 45 days equals management under stress).
• How can you improve your KPIs?
• How can you gain tools to use in your business that show where the strengths and weaknesses are?
• How can you improve on productivity and therefore profitability with KPI measures?
• How do you know in advance what your income and expenses are and plan in advance for irregular costs, such as replacement of equipment or taxes due?
• Does your accounting system sustain the needs of your business?
• Should you review and improve your current systems or get a fresh start with more efficient, transparent systems and software?
• Do you need assistance with banks, for provision of accurate financial data such as Financial Statements, cashflow forecasts, business plans?
• Would you like a Virtual CFO?