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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.
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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.
All resources
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Oct 27, 2024
Digital Snapshot: Tools to help with time tracking
Digital Snapshot: AI tools to help with time tracking
Aug 4, 2024
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
May 10, 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...
Mar 8, 2024
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...
Jan 20, 2024
Growth with the help of private investors
There is a growing acceptance in New Zealand business that to grow your business to the size of your aspirations; you may need the help...
Jan 20, 2024
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...
Dec 30, 2023
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 22, 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
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 13, 2023
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...
Jun 24, 2022
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
Restauranteurs & How to Increase Prices
Recently I went to a café where I was confronted by a notice on the door outlining they had increased their prices. I found it...
May 9, 2022
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. ...
May 1, 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....
Feb 26, 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 12, 2022
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...
Jan 19, 2022
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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