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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.


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


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.


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


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?


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


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


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


Stocktakes
Who should do stocktakes? Taxpayers who either manufacture or buy and sell products have to value their stock on hand as at Balance...


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...


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...


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,...


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...


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...


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...
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