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More than just
accounting...
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
Important Dates: Your tax calendar for December 2025 & January 2026
In our tax calendar, we’ve outlined the essential tax dates for December 2025 and January 2026, along with the actions you need to take to stay on track.
How to survive the Christmas cashflow crunch
A summer slowdown doesn’t need to derail your plans. With the right forecasting, communication, and cash flow strategies, you can move through the holiday season with confidence.
’Tis the Season for Giving… But What Can You Claim Back? Quick Guide to Christmas Gift & Entertainment Expenses
Whether you’re planning gifts, bonuses, or end-of-year celebrations, it’s important to understand what’s fully deductible, what’s only 50% deductible, and when payroll or GST rules apply.
Christmas Promotions: The do's and don'ts of holiday sale specials
Christmas promotions don’t just boost sales, they build trust that lasts well beyond the festive season.
Want to End on a High Note? Support Your Team’s Mental Health Ahead of the Holidays
How to support your team's mental health over the holidays
Managing Annual & Statutory Leave
Managing staff isn't just about what happens at work; it is also about managing holidays.
Holiday message and thank you
Tēnā koutou i tēnei wā harakoakoa me te tūmanako ia ka noho haumaru koutou i tēnei wā hararei Festive greetings to you all, wishing you a...
Six Christmas Email Marketing Tips
Keen to get a Christmas email out to your customers but unsure where to start? We’ve compiled some helpful pointers to get the most out...
How to save energy over shutdown periods
While plenty of companies are closed over Christmas, some of us have to keep the lights on to serve our customers. Here are some...
Preparing for the cost of Christmas
Here are some answers to common tax questions at this time of year. Is our Christmas work party tax deductible? Does it matter whether it...
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