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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


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?


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


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.


Digital Snapshot: Tools to help with time tracking
Digital Snapshot: AI tools to help with time tracking


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


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...


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...


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...


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...


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...


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...


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...


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...


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...


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. ...


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....
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