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Free resources
We're regularly publishing free guides, templates, and articles on tax, accounting and business growth. Can't find what you're looking for? Contact us for information about your specific query or book a free 30-minute consultation to chat it through (T&Cs apply).
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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 - Fuse IT
I think the biggest thing is ‘trust’. Trust is currency. Before, I couldn’t trust my previous firm to deliver essential services timely.
Template Toolkit
Free templates, tools & tips
Legacy Planning - Download our Legacy & Life Preferences Workbook
Legacy Planning - Download our Legacy & Life Preferences Workbook - designed to help you organise the personal, financial, medical, digital, and legal details that matter most
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.
Xero Hacks
Template Toolkit
Xero Hacks
Xero Hack: Eliminating Sales Rounding with this simple fix
In this quick demo, we’ll show you exactly how to eliminate rounding issues on sales invoices using a simple adjustment technique.
Xero Hack: Eliminating Payment Rounding in seconds
In this edition of Xero Hacks, we’ll walk you through a simple, effective method to eliminate payment rounding differences in Xero.
Xero Hack: How to Eliminate Rounding Errors on Split Expenses
In this Xero Hacks demo, we’ll show you a quick and reliable way to eliminate rounding issues on split expenses.
Template Toolkit
Sustainability Focus
How to Report on Sustainability Efforts: A Guide for the New Zealand Market
Reporting on your sustainability efforts is a way to demonstrate corporate responsibility and a means to build trust with stakeholders, including customers, investors, and the community at large
Will Sustainability Reporting Become Mandatory in New Zealand?
Even without mandatory regulations, consumer interest in sustainability is driving the movement faster than government change. New Zealand consumers increasingly prioritise sustainability in their purchasing decisions
Sustainability: What Is It and Do I Need to Pay Attention?
Economic benefits from sustainable practices can include cost savings, enhancing your reputation within your community, and tapping into a new trend of customers being increasingly influenced by a brand’s sustainability efforts and ethical practices.
All resources
More resources
Leadership in 2026: What Your Team Really Wants From You
Leadership in 2025: What Your Team Really Wants From You
Becoming the White Knight of Your Business: Unlocking Your Superpower and Unshakeable Resolve
Becoming the White Knight of Your Business: Unlocking Your Superpower and Unshakeable Resolve
Find Your Niche, Build Your Tribe, and Harness TikTok — No Dance Moves Required
Embracing TikTok in business
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,...
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...
Restauranteurs & How to Increase Prices
Recently I went to a café where I was confronted by a notice on the door outlining they had increased their prices. I found it...
Business Success Quotes
Dreams, Financial Stability, Independence. We are all in business for different reasons. Equally, what keeps us motivated and moving...
Critical Control Management - CERTNZ
Each year CERTNZ reviews their recommended list of critical controls based on the incidents they have seen in the prior 12 months. ...
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....
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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