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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


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...
Jan 19, 2022


Wix Spaces Mobile App
We are delighted to announce the use of a mobile app to help manage general news communications from Business Studio, and to also provide...
Jan 9, 2022


Guide to Starting a Business
Where to start? So you have this amazing idea, it has been gnawing away at you for a while. You’ve decided you’ve had enough of your...
Jan 7, 2022


Business - Staying on-top of your growth - Part 1
In Business there is a lot to think about when we are growing. We’ve put together a short series of a few strategies to help you keep...
Jan 7, 2022


Business - Staying on-top of your growth - Part 2
In Business there is a lot to think about when we are growing. We’ve put together a short series of a few strategies to help you keep...
Jan 7, 2022


Business - Staying on-top of your growth - Part 3
In Business there is a lot to think about when we are growing. We’ve put together a short series of a few strategies to help.
Jan 7, 2022


Moving Forward After Separation
Separating and negotiating divorce is stressful. There is an added level of complexity if you executed a contracting out agreement.
Jan 7, 2022
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