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Transport Sector Services

Management Reporting

We are able to generate regular management reports that provide you with up to date financial management information. These reports:

  • are customised to your requirements
  • highlight income and expenditure variances between actual and budgeted results
  • can be produced six monthly, quarterly, bi-monthly or monthly
  • can be used as a tool to forecast your income, cashflow and taxation for the current year

Human Resources

Managing human resources can be a time consuming and stressful task for businesses. There are a number of areas where we can provide you with assistance:

  • Employment Agreements & Job Descriptions
    Customising employment agreements and job descriptions to suit your business.
  • Staff Recruitment & Selection
    Assistance with job design, person specifications, advertising, shortlisting, work and personality testing and interviewing candidates.
  • Performance Management
    Helping you design systems to evaluate and review your staff's performance.

Systems Applications

We are experienced in providing solutions for clients who:

  • are reviewing or developing their business management systems
  • require advice when purchasing a computer system
  • want to prepare their own cashbook (either manually or using a computer package)
  • wish to computerise their payroll system
  • would like an integrated computer package to manage their debtors, creditors and financial records

Our knowledge of systems applications incorporates recommendations on:

  • industry specific software solutions
  • ways of using technology to streamline administration processes
  • developing internal systems that enable the regular reporting of financial management information
  • determining and reporting on key performance indicators

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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