Services For You

PROFESSIONAL SERVICES AUCKLAND

Business Advice & Management Reporting

We provide management advice and business development services for firms wishing to grow their business and allowing the owners more freedom.
You understand your business well, and need a hand to expand or grow in a new direction.
We are here to help you develop new reporting systems, understand them, and follow them to meet your goals.

Budgeting

Budgeting

A blueprint for where the business is going. A detailed & realistic budget is one of the most important tools for guiding your business.
Cashflow Management

Cashflow Management

A good forecast links with the budget and business plan to determine future cash needs, lease vs buy decisions, and is needed by lenders to assess your eligibility for a loan.
KPI's

KPI’s

What you can measure, you can manage. We will develop key metrics, set targets and measure progress.
Systems Review

Systems Review

We will work with you to ensure your accounting and IT systems reflect best practice, remove duplication and wasted processes, and ensure the integrity of your IT systems and backups. We also offer an organisational review, and effective governance planning and coaching. An Organisational Review will help you build a functional Organisation Chart which visually defines departments, key functions, roles and responsibilities. We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.

Effective governance is the cornerstone of business success and longevity. Good governance is about structuring, operating and controlling a company with a view to achieving long-term strategic goals for shareholders, creditors, employees, customers, and suppliers.

Trust Review

Trust Review

Trust Deeds are living documents and it’s important to make sure they are regularly reviewed and updated. Changes in circumstances and legislation can impact existing Trust structures. Our Trust Review service ensures your existing Trust reflects your current intentions using the simplest structure possible and meets statutory requirements. Our Trust Review service gives you the chance to:

  • Review your Trust Deed and associated documents
  • Discuss what you want your Trust to deliver
  • Make recommendations according to these objectives
  • Establish instructions for your lawyer for any proposed changes
Professional Trustee Service

Professional Trustee Service

Quality advice is essential during the set-up of a Trust and throughout its administration. The role of a Trustee can be extremely daunting for an untrained person. As your Professional Trustee, we will advise you on the best way to protect Trust assets and minimise income tax. We can also act as an independent party should family conflict arise.

Our Professional Trustee service involves:

  • Making sure you are aware of any legal responsibilities as a Trustee
  • Ensuring your Trust Deed and Memorandum of Wishes are in your best
    interests
  • Targeting any asset protection and planning opportunities
  • Addressing any concerns and potential risks
  • Ensuring accountability for achieving your Trust’s objectives

If you don’t have an independent Trustee, we recommend contacting us as soon as possible

Testimonials

What Our Clients Say

MY FIRST DNA EXPERIENCE

My dad died unexpectedly last year, while in hospital, at the time he was drawing up plans on a serviette for me so I could continue his camper van project he bought for mum.
When dad passed away he left everything to mum, but she is now going downhill, my brother is special needs, I had to take over everything.
I've never done a tax or gst return because I was always in paid employment, now I'm starting my own business, plus I need help with the estate, it was time to get an accountant.
I had to step up for my dying mother and special needs brother, they were unable to help or advise me, so got on google and had a look online.
When I rang David for the first time, it was hard because I had just lost my dad, I didn't know what to do, who to turn to or trust.
I explained the situation to David and he listened attentively. His attention to detail and customer service surprised me because when he asked questions they were in depth with further follow up questions. The demonstration of good old fashioned customer service, I felt like David really understood me.
At our first meeting, there was lots of accounting mumbo jumbo words which I didn't understand, however David took the time to explain things in a way so I could visualize it. With my physical disabilities and chronic pain, David was very patient, he made me feel comfortable at the meeting, and stopped immediately when things got too bad for me. There was no awkwardness like you get in some places where people stare and do nothing, in the moment David was amazing, he was helping me as if he had been a support worker for years.
When gathering documents for the accountant it got confusing as the financial year is different from a standard calendar year, then there’s different documents for different things, David gave me a checklist with everything on it, now I know what to have ready for him next year.
I’m no computer geek, never used zero or anything accounting related. David is guiding me through the process to setup zero and explains why this is the preferred method with clients now....I just want to make things easier and faster for me! My dads method was always cursing and swearing at the dining table sorting piles of paper then off he went to hand it all over to his accountant. He did that all his life I want an easier way and David is showing me how.
The first lot of tax and gst returns have been filed, it was a huge relief because it’s been done properly. I can sleep at night not stressing about IRD coming for me because I went through a chartered accountant, didn’t cut corners or dodge paying taxes etc. If I filed the return myself and made a mistake, last thing I want is to be audited and lose my business.
David has been wonderful throughout the whole process. His understanding, empathy and support to someone like me, a cripple handyman, I won’t take business elsewhere, not now, instead I will happily recommend David to others because of my own personal experience.
Thank you, David, for helping me, you're an amazing accountant.

SS

Samson Steele