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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 - 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 & tips


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?
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


Business use of your Private Home & Sheds
If you’re a business owner and use part of your family home for work, you can make a claim for this as a business expense, but of course...
Mar 9, 2024


Some common things businesses forget at tax time
Running a business is a demanding job, so it’s no wonder owners lose track of crucial things at tax time, such as: Deducting...
Feb 1, 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 26, 2024


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 30, 2023


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...
Dec 22, 2023


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...
Dec 22, 2023


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...
Dec 22, 2023


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...
Feb 26, 2022
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