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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
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
When Passion Outpaces Planning: Why Growing Businesses Need Proper Shareholder Agreements
Why Growing Businesses Need Proper Shareholder Agreements
Find Your Niche, Build Your Tribe, and Harness TikTok — No Dance Moves Required
Embracing TikTok in business
Advertising with Confidence
How to advertise while building trust and staying compliant
Marketing tactics: Grow Your Profits Without Discounting
How to keep customers excited while protecting profit margins
Thinking About Growing Your Business? Ask Yourself These 4 Questions First
Growth is exciting — it’s the moment you’ve been working towards. But whether you’re saying “yes” to more clients, expanding your services, or stepping into a brand-new market, there’s one thing you need to check before you go all-in: are your financial foundations strong enough to carry the weight of what’s next?
Business Studio says YES to our next generation of entrepreneurs
Business Studio Innovators is proud to be a key regional sponsor of the YES program. Supporting emerging entrepreneurs aligns with our mission: to help local businesses start, grow and thrive—at every stage of their journey.
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
Innovation in farming: What it looks like and how to fund it
Innovation is about working smarter, not harder — adapting to change, improving efficiency, and building long-term resilience. And it looks different on every farm
What to know before (and after) you borrow
While interest rates may be easing elsewhere, rural lending in New Zealand is a different story. Because of regulatory requirements, agricultural loans often come with tighter conditions and higher interest rates —some reports suggest up to 1.7% more.
Strategic Planning for 2025
While you may have a good operational base, what is driving you forward. Do you just aim for a lofty goal, and work it out as you go, or ar
What the latest OCR rate cut means for SMEs in 2025
On 19 February, the Reserve Bank cut the Official Cash Rate (OCR) to 3.75%, lowering it by 0.5 percentage points.
Smart start: Your 2025 roadmap to success
A new year is a fresh start—the perfect time to set aside an hour or two to give your business a quick ‘audit’
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.
Digital Snapshot: Tools to help with time tracking
Digital Snapshot: AI tools to help with time tracking
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
Growth with the help of private investors
There is a growing acceptance in New Zealand business that to grow your business to the size of your aspirations; you may need the help...
Is it time to review your businesses operating model?
Business is making, buying, selling or supplying goods or services for money, and our business model is our plan, people, systems and...
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,...
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