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Our Services

Virtual CFO

Your on-call financial strategist and business development manager – get a fresh perspective on the opportunities and challenges within your business.

Business planning and advisory

Grow your business and your profits – we can be your business mentor, identifying opportunities in your market and building a stronger business model together.


Setting up, Xero accounting training for your team and using it more effectively – we’re here to help you get the absolute most from Xero and its add-ons. We’re a Gold Xero Partner, and offer Xero courses.


Wondering how to value a business? Find out how much your business is worth, including cash flow forecasting – we can give you an answer and help you sell or transition ownership.

Day-to-day accounting

Know how your business is performing through financial accounting – track revenue and outgoings, cash flow forecast analyse and understand your finances.

Tax compliance

Need advice on taxes? Never overpay, never underpay – we really know tax compliance for small business accounting so you’re not paying any unnecessary taxes.

Financial statements

Whether you’re selling your business, dealing with your bank, or applying for finance, we’ll sort out accurate financial accounting statements when you need them.


Verify your records, check your contracts and ensure everything is accurate and correct with our assurance services at our sister company IMA.

No call centres, no call queues

We guarantee to answer the phone immediately and in person during business hours.

Prompt responses 

We guarantee that we will return calls, emails and requests for information from you within 24 hours.

Qualified experts

We guarantee that all your personal and business affairs are taken care of by quality affiliated associates.

Precise timing

We guarantee to advise you when you will have work finalised and presented to you, and to meet that deadline.

IRD immediacy

We guarantee to notify you of any correspondence received from the IRD, or any other reporting agencies, within 48 hours of receiving it.

Price certainty

We will quote for any work before we start so that you do not get a surprise when we send you an invoice. If there are any extra costs, we’ll notify you before we do the extra work and get your approval. This way there are no unexpected bills.

Join our Value Builder Programme today

If you were to sell your business today, how much do you think it’d be worth? The answer might surprise you! 

Let our team of Certified Value Builder advisors show you how to exit while you are ahead. You can increase the value of your business by 35% in eight months and we will show you how.

Are you maximising the value of your business?

There are five key drivers that potential buyers are most interested in – and you should always be running your business to optimise these five drivers.

The 5 Steps for getting maximum value for your business.

1. Meet

We make a time to meet with you – either at your business or at our Mt Eden office.

2. Talk

We talk about your business and your plans for the future; we look at your company’s fundamentals and financial position.

3. Plan

We formulate a strategy to move your company towards a successful outcome, such as finding a buyer or undertaking a handover.

4. Act

We work together to take action on an agreed strategy for getting your business ready for its new owner.

5. Review

Is the plan working? We make sure you’re on track to achieving your plans for the future.