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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
’Tis the Season for Giving… But What Can You Claim Back? Quick Guide to Christmas Gift & Entertainment Expenses
Whether you’re planning gifts, bonuses, or end-of-year celebrations, it’s important to understand what’s fully deductible, what’s only 50% deductible, and when payroll or GST rules apply.
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?
Digital Snapshot: Tools to help with time tracking
Digital Snapshot: AI tools to help with time tracking
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...
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...
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