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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 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 30, 2023
Mini-Budget 2023
The Government’s Mini Budget contains proposals to change the bright-line test back to a 2-year period, and to remove deductions for...
Dec 22, 2023
Income tax: Income – when gifts are assessable income
On 5 December 2023 IR issued a replacement interpretation statement on when gifts are assessable income. A gift is not usually subject to...
Dec 22, 2023
Holiday message and thank you
Tēnā koutou i tēnei wā harakoakoa me te tūmanako ia ka noho haumaru koutou i tēnei wā hararei Festive greetings to you all, wishing you a...
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 22, 2023
What the new migrant worker law means for your business
Do you employ migrant workers? You need to be aware of the Worker Protection (Migrant and Other Employees) Act, which comes into force on...
Dec 22, 2023
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 9, 2022
Can I have a KiwiSaver Fund if I’m Self Employed or a Working Shareholder?
Many self-employed or shareholders are so busy running their business they forget to look after themselves. Saving and planning for...
May 9, 2022
Unintended Consequences of Brightline Test on Property
Poorly constructed legislation affecting NZer’s
Mar 27, 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 26, 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...
Feb 12, 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...
Jan 19, 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 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
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