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Client Case Studies
Client Case Studies
Client Case Study - Peter Dawson, Dawson & Associates
We were previously using another accounting firm in Nelson but we felt like a small cog in the wheel. We were receiving very generic advice,
Client Case Study - On Cue Conferencing
Justine will go that extra length to understand an organisation, help them fulfil their obligations but make it valuable for them.
Client Case Study - Woofa Worx & Moggie Maintenance
It was obvious how passionate and motivated Justine is about her work, that came across straight away – it felt like a match.
Template Toolkit
Free templates & tools
Marketing & Advertising Costs - What is tax deductible?
When budgeting for marketing and advertising costs, it's important to know what is a deductible expense or a depreciable capital cost.
Trustees’ obligations to keep and give trust information
Trustees have certain obligations for record-keeping and notifiable information. Download our guide on Trustees' obligations.
What is a Trust?
Trust Basics - You may have heard people talk about setting up a Trust or being a Trustee - but what does it all mean?
National & International Travel Expenses - What is 50% or 100% tax deductible?
Travel Expenses & Tax deductions explained. You may be able to claim an income tax deduction for travel expenses where they have a connectio
Tax Record-Keeping Requirements in New Zealand
Find out what records you have to keep to support the figures in your GST returns and the disclosure information required
Which legal fees are tax deductible?
This article summarises some of the common legal fees and income tax deductibility rules. Legal fee deductibility is a complex area.
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Aug 4, 2024
Why You Should Monitor Costs for Developing or Installing Equipment and How It Impacts Your Company Valuation When You Sell
Why You Should Monitor Costs for Developing or Installing Equipment and How It Impacts Your Company Valuation When You Sell
May 11, 2024
Stocktakes
Who should do stocktakes? Taxpayers who either manufacture or buy and sell products have to value their stock on hand as at Balance...
Jan 26, 2024
10-30 Challenge
Did you set a new years resolution, or develop a strategic plan over the last month? I have people in my universe who live like they...
Jan 20, 2024
Valuations & Desktop Calculations
Whether you want a valuation to sell your business or set a growth target we can help you. There are a wide variety of solutions...
Dec 30, 2023
What does your Business Operating Model look like?
How your business operates in principle is your business's operating model. It is a visual representation of your systems and processes,...
Dec 22, 2023
Where to start ... when planning for a peak period
Lists aren't just for kids. Before your next busy patch arrives, tick off our checklist to ensure you are in the best possible shape for...
Jun 24, 2022
Price Setting - The Balancing Act
Price setting is a part of the responsibility of being in business. Setting a price sends a message to the market. In this article, we...
May 1, 2022
Improving Your Finance Process Efficiency
Process efficiency so often one of the key differentials between a business which maximises their profitability, and one which doesn’t....
Feb 26, 2022
How to prepare for the new financial year
As the financial year comes to a close, we may be using the time to reflect on how the past year or years have gone, and what we have or...
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