Minet Brooke – Chartered Accountants of Whangaparaoa and Orewa

We can prepare Annual Financial Statements and tax returns for you as an individual, partnership, company, or trust. We will also review your tax assessments, and notify you of all your tax commitments.

We can also assist with the following:

• GST preparation
• Advice on ACC levies
• Companies Office returns and requirements

The budget is an essential tool to assist in achieving the goals of the entity. The budget provides you with the necessary information to provide a planning guide to prepare the internal resources to drive profit. These are often required by lenders and financiers as a minimum prerequisite.

Forecasting is also an important tool to utilise as the entity trades through the year. This is probably one of the most important tools needed by management to drive the business forward through the trading year. Meaningful decisions can be made from a well-informed forecast.

We can work with you to prepare a budget and cashflow forecast and show you how to produce a meaningful forecast so the entity has a clear guide of where it is heading.

We can assist you to choose the right business structure for your entity. This does not mean we just look at what the best tax management is best for you, but have a look at the overall picture.

We can also assist with the following:

• Preparing business plans and forecasts required for finance applications
• Assistance with budgets and cashflow projections
• Preparation of documentation in the formation of a company including Inland Revenue registrations such as GST and PAYE

Let’s look at innovative solutions to make the software work better for your entity

Leverage the power of cloud “on-the-go” accounting software such as Xero. We have a Xero Certified Advisor on our team.

Go fast or fall behind – don’t let your IT drag your business down.

Presently, a lot of companies do not have enough resource to prepare and provide regular management reporting for an entity. Business owners can make informed decision based on these periodic reports.

We can assist you with the following:

• Providing advice and support to the accounting staff
• Prepare monthly management accounts for the entity where resources are minimal
• Carrying out monthly reviews of accounting data and management reports
• Provide assistance with day to day business management requirements as appropriate.

As well as the services detailed separately, we can also assist with the following:

• Succession planning and exit strategies
• Preparation of consolidated financial statements
• Preparation of Shareholder and Partnership agreements
• Preparation of business documentation requirements including registering securities on the PPSR

We can assist you with the following:

• Payroll preparation and management
• PAYE and ACC administration
• KiwiSaver advice

Tax management is an important item in any business. We aim to provide valuable taxation advice to minimise your tax burden.

We can assist you with the following:

• Income Tax Preparation
• Goods and Services Tax
• Fringe Benefit Tax
• PAYE
• Accident Compensation Levies
• Managing Tax Audits
• Effective tax structures
• Tax Compliance Reviews