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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


The Real Story on New Zealand’s Proposed Digital Nomad Tax Rules
Modernising - making New Zealand more welcoming to digital nomads with a new category called “non-resident visitor”.


Data Security and Privacy: Risks Business Owners Can’t Afford to Ignore
Data Security and Privacy: Risks Business Owners Can’t Afford to Ignore


From SEO to GEO: SEO Isn’t Dead — But It’s No Longer the Whole Story
Generative Engine Optimization (GEO) is the practice of optimizing content to appear in AI-generated responses from tools like ChatGPT, Claude, and Perplexity. Unlike traditional SEO, which targets search engine rankings, GEO focuses on making your brand and products more likely to be cited and recommended when users ask AI assistants for information


Leadership in 2026: What Your Team Really Wants From You
Leadership in 2025: What Your Team Really Wants From You


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


Embracing eInvoicing: a game changer for Kiwi businesses
eInvoicing is quickly becoming the standard in New Zealand, and it’s easy to see why.


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


Digital snapshot: Teamflect
Recently, we've been looking for a software solution to help us keep track of team members and business goals. As we already use...


Digital snapshot: The do's and don’ts of ChatGPT
Everyone’s talking about the artificial intelligence chatbot ChatGPT, the new tool that can do just about anything, from generating...


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,...


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...


Digital snapshot: app stores
Whether your business is in retail, farming, or finance, there’s no shortage of digital tools to improve efficiency, productivity, and...


Your business leadership checklist
Great business leaders come in many different forms, from visionaries like Apple founder Steve Jobs to big personalities like Virgin’s...


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...


Showing Your Business Some Love – Happy Valentine's Day
As a business valuer, it is quite apparent when a business isn’t being loved. When the passion of the owner, or management team has...


What does modernising my business look like?
Technology has moved so fast in the last two years. Have you kept up? It’s one of those chores like checking you aren’t paying too much...
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