Accounting Services in Wellington and Auckland

Our Three Key Service Areas

We know managing cash flow is important. The last thing you need is a large bill from your accountant. Therefore, we have the following Tax Compliance Tiers to suits your needs.

"Never say you cannot afford something. That is a poor man's attitude. 

Ask how to afford it"  

We are looking forward to seeing you soon!!

* Conditions apply based on accounting software

Other Services and Programmes

COMPANIES & TRUSTS – ONE-OFF & SETUP SERVICES

Establish a Discretionary Trust

We can guide you through the process of establishing a Discretionary Trust, and help arrange: drawing up and stamping the Deed, preparing and lodging applications for all necessary tax registrations, and paying the Stamp Duty with the State Revenue Office.

Establish a Company

Get the support you need to establish your new company. We can help arrange everything required, such as: drawing up a constitution, executing establishment documents, preparing and lodging applications for all necessary registrations.

Xero Conversion & Setup

From sole-traders to large corporates, we can fully set your business up in Xero. We will also provide ongoing support and training, so you can unlock both the basic and advanced features that will empower you to accomplish your goals.

REGULAR BUSINESS MEETING, REPORTING, & PLANNING PROGRAMMES

Lead Adviser – Business Planning and Implementation

To build the business you want, you need to have clear goals and realise how you’re tracking against them. We’ll take the time to understand your business, and where you want to take it. We will establish a 12 Month Financial Game Plan that will map out your priorities and action items. This will become a valuable roadmap for you.

Our experienced BoostNest team can also act as your sounding board by supporting you to overcome issues as they arise, such as sourcing the right people to implement solutions. We will facilitate seamless service through an online vault, for easy and secure document access and organisation.

Strategic Planning Workshop

Our Strategic Planning Workshop is an excellent opportunity for your business to start down the path you want to take. Together we’ll define your vision, and your Big Hairy Audacious Goal (BHAG). We’ll create both one year and five-year plans, which include actions, initiatives, and capabilities needed to achieve objectives – as well as financial targets, cash flow, and Key Performance Indicators (KPIs). We’ll also undertake a broader analysis of the strengths and weaknesses of your business, including values, people, culture, brand promises, sales and marketing, service offerings, core clients, systems and procedures, risk protection, and industry trends.

Boost Your Business Programme

Unlock growth and profit potential within your business. This includes a half-day initial analysis session, followed by an optional implementation program, and regular reporting and advisory services.

Monthly, Quarterly, or Annual Business Reporting and Advisory

After understanding your goals, and creating one year and five-year plans, we can meet with you monthly, quarterly, or annually to present and review financial reports, track progress against your goals, and update your strategic plan including actions required for the coming period. You’ll receive graphically-presented reports that will make analysing your business performance easy. We can also research and offer insights into how your business compares to your competitors.

Along the way, we can help identify critical projects, actions and decisions required, help you access networks and professional development events, and offer accounting news and insights – all to support your journey to achieve your business’ vision.

We will also develop a working financial model to aid your day-to-day planning and decision making, and offer ready access to your BoostNest advisor during business hours.

Financial Plan Forecasting Every 3-5 Years

If you don’t need regular support, we can back you to accomplish your long-term goals, through timely check-ins and well thought out strategy every few years.

Tax Planning

We can forecast your income tax liability for the coming year with high accuracy. We also have the experience and understanding of tax to review ways of your tax liability for the coming year – including working out payment of dividends and optimal trust distributions.

BoostNest is a Chartered Accountanting practice. Our team undergoes CAANZ (Chartered Accountants of Australia and New Zealand) approved training every year, hold Advisor Certifications in Xero and are members of Chartered Accountants of Australia and New Zealand or Certified Practicing Accounts Australia.

Do you want to find a no-nonsense accountant who gets what it’s like to go into business to follow a passion but end up having to spend a lot more time balancing the books? Do you want to be kept in the loop about your accounts in real-time? Do you want someone who will give you sound advice & direct you when things get a little murky?

And are you finally sick of paying expensive fees for… well you’re not too sure what?

You want BoostNest.

Find out what sets us apart.

If your accountant is not on top of these areas, they may not be as invested in you as you might hope...

• Has your business or organisation grown too much, or not enough?
• Do you have the systems in place to confidently deal with an ever-changing economy?
• Do you know how other businesses in your industry are performing?
• Do you want to pay for your children 's university fees or will they take out a student loan?
• When was the last time you reviewed your insurances and your need for Life Insurances, Income Protection Insurance, and Mortgage Protection Insurance?
• When was the last time you reviewed your mortgage structures and financial position to see if there are ways that money can work for you better?
• Do you have an investment strategy for your retirement?
• Do you know how much you need to have in an investment so you can retire?
• Are you a member of KiwiSaver, and have you been contributing regularly?
• Are you paying for accountancy fees that you don’t need, or are more expensive than they should be?
• When was the last time you updated your Will and Enduring Power of Attorney?

We'll meet you in person to discuss your business, and provide you with information about how we can help, our fixed fees, and our proven approach. Then we'll get you to sign our engagement form, and take care of the rest.

Book a meeting with us to discuss your needs by clicking on the button below, through our contact form, or call our phone number.