Frequently Asked Questions

Bank lines and transactions are reconciled on a daily to weekly schedule depending on your selected plan. This ensures your dashboard cash balance, outstanding invoices, and supplier payables are always 100% current.

We configure automated receipt scanning tools such as Dext, Hubdoc, or Xero Expenses. You can snap photos on your phone or forward vendor email PDFs directly to a dedicated inbox, eliminating paper shoe boxes.

Yes. We manage your end-to-end sales ledger—from drafting and dispatching customized customer invoices to sending professional automated reminder statements for overdue receivables.

At month-end, our accountants perform comprehensive balance sheet reconciliations, review uncleared cheques and deposits, reconcile loan and credit card accounts, and produce a reconciled trial balance.

Yes. As registered tax and bookkeeping agents, we prepare your return, reconcile all input tax claims against valid tax invoices, and submit directly through the secure myIR gateway.

Under IRD rules, taxable supplies over $50 require a valid tax invoice showing the supplier’s GST number. Our team reviews all digital attachments to ensure every claim withstands statutory audit scrutiny.

Yes. We monitor your rolling profitability throughout the tax year and compute standard or ratio provisional tax payments, helping you manage cash reserves and avoid use-of-money interest charges.

Because we maintain complete digital audit workpapers and verified invoice attachments for every transaction line, we manage the IRD correspondence and supply documentation on your behalf.

Your annual compilation includes a complete Statement of Financial Performance (P&L), Statement of Financial Position (Balance Sheet), Fixed Asset & Depreciation Schedule, and Notes to the Accounts.

Yes, absolutely. Many of our clients have an existing CPA or CA who handles high-level structural tax filing. We deliver reconciled trial balances and workpapers, reducing their preparation hours and your overall bill.

Yes. Our financial statements follow standard New Zealand Special Purpose Financial Reporting Framework (SPFR) guidelines, recognized by major trading banks and lenders across Australasia.

We configure your payroll software (Xero Payroll, PaySauce, or iPayroll) to calculate leave using the higher of ordinary weekly pay vs average weekly earnings, ensuring strict compliance with Holidays Act rules.

Yes. Employment Information (EI) returns are electronically lodged with Inland Revenue within 2 working days of every pay run, eliminating late filing penalties.

Yes. We track employer contributions (including ESCT tax calculations), employee deductions, student loan repayments, and child support deductions with exact accuracy.

Yes. Catch-up cleanup is one of our core specialties. We reconstruct historical bank feeds, locate missing receipts, untangle suspense balances, and bring accounts fully up to date.

Most catch-up projects spanning 6 to 18 months are completely resolved and reconciled within 1 to 3 weeks, restoring immediate peace of mind.

Yes. As your authorized tax agent, we contact Inland Revenue to request filing extensions or penalty remissions while your catch-up workpapers are finalized.

You receive executive P&L summaries, cash flow forecasting models, rolling budget variance analyses, gross profit margins by department, and working capital runway alerts.

Yes. We build dynamic visual KPI dashboards in Fathom and Spotlight Reporting, giving directors and investors crystalline visibility into cash trends and financial health.

We evaluate limited liability companies, family look-through companies (LTCs), discretionary trading trusts, partnerships, and sole trader structures for tax efficiency and asset protection.

We calculate compliant shareholder salary allocations, draft dividend resolution documentation, and manage Imputation Credit Account (ICA) balances to prevent over-taxation.

No. We work directly inside your existing cloud accounting software (Xero, MYOB, QuickBooks, or Zoho Books). You retain 100% ownership and administrative control of your subscription; we simply operate as your dedicated advisory team.

We operate on transparent, agreed fixed monthly plans based on your transaction volume and payroll size. You will never receive surprise invoices for phone calls, quick queries, or routine compliance reconciliations.

Every GST return, PAYE payday filing, and annual statutory report is scheduled on our central compliance calendar. All returns undergo a double-review protocol by qualified senior accountants before submission, maintaining our 99.8% on-time filing track record.

Yes. Our specialized catch-up accounting squad reconstructs disordered ledgers, reconciles backlogged bank feeds, and files overdue GST returns with Inland Revenue, halting penalty accruals and restoring financial order.

We enforce strict ISO 27001:2022 security controls, SOC 2 Type II certified infrastructure, multi-factor authentication, and operate under bilateral NDAs compliant with the New Zealand Privacy Act 2020.