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More than just
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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
Advertising with Confidence
How to advertise while building trust and staying compliant
Aug 6
Marketing tactics: Grow Your Profits Without Discounting
How to keep customers excited while protecting profit margins
Jul 30
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
Farming for the future: How to stay resilient in a changeable world
From extreme weather to shifting global demand, farmers are facing more uncertainty than ever. The future of farming depends on your ability to adapt, both in the paddock and in your business. Here are four challenges shaping the sector right now
Apr 28
Farming: How to keep your people safe when the pressure’s on
Farming consists of a never-ending list of tasks and constant reprioritisation. However, we cannot let those challenges contribute to loss of life or injury.
Apr 28
Digital Snapshot: Tools to help with time tracking
Digital Snapshot: AI tools to help with time tracking
Oct 27, 2024
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...
May 10, 2024
DON’T FORGET: Documents for your accountant
Remember to provide all the relevant documents we will need to put together your financial statements for the year. Have you got these...
Feb 1, 2024
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
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
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