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Our aim is to provide you with advice when your business needs it - not just when you ask for it.

We'll help you manage every aspect of your business, and because we establish a one-on-one relationship with each of our clients, our advice will be tailored for your business.

We've developed our accounting practice into innovative client-focused services. Our flexibility & adaptability will ensure we can help you get the best results.

Below we have listed the services that we offer to our clients. This list is by no means exhaustive, and our friendly team are more than happy to take enquiries about any services you do not see listed.

Accounting Services

  • Annual Financial Statements
  • Management Reporting

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Administration Support

  • Payroll Administration
  • Company & Trust Administration
  • Debtors & Creditors Support
  • Secretarial Support

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Business Essentials

  • Business Reports
  • Human Resources
  • Business Plans & Business Start-ups
  • Estate Planning & Asset Protection
  • Succession Planning
  • Business & Company Share Valuations
  • Finance Proposals

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Farm Budgeting, Monitoring & Benchmarking

  • Budgets/Cashflows & Monitoring
  • Benchmarking

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Investment Advice, Financial Planning & Asset Planning

  • Investment Advisory Services
  • Financial Planning
  • Retirement Planning
  • Asset Protection
  • Estate Planning

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IT Systems & Solutions

  • Solutions Available
  • The Solutions
  • What we do
  • Our Experts

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  • Individual, Corporate, Trust & Estate Taxation
  • Tax Planning & Advice
  • Goods & Services Tax
  • Fringe Benefit Tax
  • Resident Withholding Tax
  • PAYE
  • Accident Compensation Advice
  • Social Taxes
  • Liaison with the IRD

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Paying Tax Online ...

It's easy when you know your IRD number, tax type being paid and the tax year or period.

Our guide explains the important information you need to know so that your online tax payments are correctly recorded by the IRD. 

Holiday Homes

The holiday season will soon be upon us and the IRD continues to watch for mixed use assets.  You may be affected if your holiday home is used for a mix of private and income earning holidays.  Our assistance will ensure the treatment of your asset complies with the IRD's rules.

IRD Payments

If you have an IRD payment due on a weekend or public holiday, the IRD will accept the payment if it is made on the next working day.  Beware though as provincial anniversary days are treated as a normal working day.

Health & Safety Alert

There are health and safety requirements that all business owners must adhere to.   Contact Karen Morgan for clarification on your health and safety obligations.


Balclutha Office
102 Clyde Street, Balclutha
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P. 03 4180020
Dunedin Office
7th Floor Westpac Building,
Cnr Moray Place & George Street, Dunedin
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P. 03 4741394