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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
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?
National & International Travel Expenses - What is 50% or 100% tax deductible?
Travel Expenses & Tax deductions explained. You may be able to claim an income tax deduction for travel expenses where they have a connectio
Tax Record-Keeping Requirements in New Zealand
Find out what records you have to keep to support the figures in your GST returns and the disclosure information required
Which legal fees are tax deductible?
This article summarises some of the common legal fees and income tax deductibility rules. Legal fee deductibility is a complex area.
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
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?
Jul 16
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
May 27
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.
Apr 28
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
Mar 19
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
Aug 4, 2024
Stocktakes
Who should do stocktakes? Taxpayers who either manufacture or buy and sell products have to value their stock on hand as at Balance...
May 11, 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
Valuations & Desktop Calculations
Whether you want a valuation to sell your business or set a growth target we can help you. There are a wide variety of solutions...
Jan 20, 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
Where to start ... when planning for a peak period
Lists aren't just for kids. Before your next busy patch arrives, tick off our checklist to ensure you are in the best possible shape for...
Dec 22, 2023
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...
Jun 24, 2022
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....
May 1, 2022
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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