We specialise in primary producers and other business clients and have extensive current experience in both these areas.
We provide many services including:
From within these areas we strive to be different and offer the services which are of value to you. It is our belief we bring a fresh approach to accounting and financial planning. It is very rewarding to see our clients with successful businesses, a succession plan in place, knowing their assets are protected and with the prospect of a secure retirement.
After the completion of your annual accounts we will hold an Annual General Meeting with the decision makers of your business. The focus will be on explaining the numbers and planning for the year ahead.
You will receive business management reports which we will present to you in a graphical manner, explaining critical data such as where your cash went and the key drivers of revenue and profit.
We will hold planning meetings with you where you determine a plan for the future and set your achievable goals. These goals with then be monitored to keep you on track. We will prepare interim accounts for you in the final quarter of the financial year to enable effective tax planning.
Once your interims are prepared we will meet with you to discuss options for minimising your tax. You will have peace of mind knowing your estate planning and wills are up to date. This will alleviate added stress for your loved ones if something happens to you. You will have the correct amount of insurance and understand the types of insurance available to protect you and your family in case of illness or accident.
We can assist with succession planning and give you ideas to implement early in your working life to ensure a smooth transition later on.