Accounting. Compliance. Strategic Growth.
You focus on giving great advice to your clients - we take care of the numbers, accounting compliance, and financial clarity that keeps your business growing. With deep experience in financial services and insurance, we offer specialised accounting and business support for Financial Advisors across New Zealand.
Challenges We Solve
We understand the specific accounting and compliance headaches you deal with every day:
Common Issue
Multiple Income Types
(commissions, fees, trails, referrals)
GST Complexity
(mixed supplies, exempt vs taxable services)
Clawbacks & Adjustments
Cash vs Accrual Method
Business Structure & Tax Efficiency
FMA & Compliance Reporting
Scaling & Team Growth
How We Help
We set up systems that track and categorise all income sources correctly - ensuring accurate reporting, matching, and GST treatment.
We analyse your income streams and apply correct GST apportionment - so you stay compliant without overpaying or under-claiming.
We build reconciliations and accounting treatment that reflect clawbacks and commission reversals accurately - no more nasty surprises at year-end.
We help you choose the right method for your growth stage and set up reporting accordingly, giving you clarity and control over your finances.
Whether you’re a sole trader or a Company, we optimise your tax position and guide you on shareholder loans, drawings, and reinvestment.
We help you maintain the financial reporting standards required for licensing and compliance - with support for audits, FAPs, and record-keeping.
From payroll to contractor vs employee decisions, we support your growth with budgeting, forecasting, and financial advice that scales with you.