Your full name
Your email address
Personal IRD Number
Your home address
Please list all your companies, trusts, etc here along with their IRD numbers
Please list all your shareholders here along with their IRD numbers
Please check each box to indicate your income sources.
Salary/Wages with tax deducted
Drawings/Shareholder Salary No tax deduected
Commission or other income with withholding tax deducted
Self-employed income/no tax deducted
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Working for Families
Any other income?
List any other income here
Are your tax returns up to date?
Are any of your entities registered for GST?
Do you do your own GST returns?
Are you up to date with GST returns and payments?
Do you use accounting software, and if so please name it here.
Anything else I need to know?
Small Business Bookkeeping
Invoicing and Accounts Payable.
GST returns filed.
Annual Financial Reports
Tax Returns Filed
Analysing your performance
Does it feel like you work hard... most of the time for the IRD?
We can help you with:
- Keeping a cashbook
- GST returns
- Filing Annual Accounts
- Planning Tax Payments
We can help you to use the information you collect through your cashbook and other sources to get insights into how your business is tracking.
What are your weakness? Your strengths? What opportunities have you been missing?
Most small businesses don't use the information they already have to best advantage.
Business and Strategic Planning
Planning is all about taking you from where you are now to where you want yourself and your business to be in the future.
It's also looking at the resources you have and the resources you need, and adding these resources in a cost-effective way.
FREE phone consultation to assess your needs.
I'm not a chartered accountant - so if you want advanced tax planning or have a complicated financial life - I'm not the right person for you. I can happily recommend some great people. I do not give financial planning advice - but I can help you implement your plans.
But if you are starting a small business and want to know how to keep great records -
or of you have a small business and want part-time office support -
or if you want to take your business to the next level and need some planning -
Then I'm your girl.
I have a background in owning and running small businesses. I have done contract work for a chartered accountant. I have experience doing financial reports for small businesses and landlords.
I can help you keep track of where your money is coming from, where it's going to, and how you can get to keep a bigger slice for yourself.
I can help you make your business work for you rather than you working for your business.
And I charge a reasonable fee. I am happy to quote in advance.
I'm honest, hardworking and accountable to you.
Call me for a free chat.
If you would like to have a free consultation about your business and so we can get a good idea if we will be a good fit for each other, please call and make an appointment to meet up.
We can meet either in person or online.
Please complete this form so I can get an understanding of your needs.