SERVICES
Key Services
We provide flexible accounting and tax support to New Zealand practices, assisting with client work from raw accounting records through to completed annual accounts and tax compliance.
Financial Statements & Annual Accounts
- Preparation of annual financial statements and year-end accounts
- Compilation of detailed Xero working papers
- Review, reconciliation, and cleanup of accounting records
- Preparation of year-end balance sheet adjustments and supporting schedules
Tax Returns & Compliance
- Preparation of New Zealand income tax returns across entity types
- Completion of IR10 financial statements and IR4J imputation returns
- Preparation of residential and commercial rental property schedules
- Verification of IRD client tax summaries and ACC data matching
- Organization of clear, audit-ready tax working papers and documentation
Xero & Accounting Support
- Dedicated Xero setup, including tailored Chart of Accounts and tracking categories
- Comprehensive bank, credit card, and general ledger reconciliations
- Transaction coding, categorization, and ledger reviews
- General Xero maintenance and troubleshooting to keep client files current
Trust & Entity Administration
- Preparation of annual trust minutes and trustee resolutions
- Support with documentation for annual trust compliance requirements
- Entity maintenance and record-keeping support