Waikato specialist services

Chief financial officer services

We have designed a service that helps bridge the gap between the strategic priorities of the business owner and day to day financial performance. This is a real-time service that provides business owners with a “finger on the pulse” by extracting meaningful financial information from core data. We work as your CFO.

Succession

We have designed a purpose built programme to guide clients through succession. This includes stakeholder analysis, questionnaires, interpretative tools, maps, financial models and governance structures.

Lending assistance

Banks need reliable reporting of future profits and cash flows to provide credit to business customers, and they need comfort that it is a true reflection of the expected direction. We offer a stand alone service to produce fully integrated financials to support credit applications.

Services
11 Jun 2019

Worried about being Hacked?

The question to ask yourself is ‘are your businesses IT systems robust enough to counter a cyber-attack’?...

30 May 2019

"Responsible" Budget a pleasant surprise

Major talking points for business community include; $1 billion investment in rail infrastructure, $300...

30 May 2019

Tax is in the dog box – Budget 2019

The Inland Revenue website noted tersely in its Budget 2019 announcement that there were no new tax measures...

28 May 2019

Review of the Charities Act – Accumulation of Funds

This article is in continuation to our last article regarding the post- implementation review of the...

27 May 2019

Singing in the rain: why the Budget is producing a mixed business forecast

Business leaders, for the most part, seem cautiously confident they will do about the same this year...

10 May 2019

HR Legislation update

With recent law changes coming into effect there are few key HR updates that employers should be aware...

09 May 2019

Tax Freedom Day 2019

Despite the passionate debate around taxation in recent months, overall Kiwis will actually pay a day’s...

03 May 2019

Updates from ACC

Important updates from ACC regarding changes to self-employed invoices. Also what you need to know about...

30 Apr 2019

Review of the Charities Act 2005

BackgroundThe Charities Act 2005 (the Act) was an important piece of legislation when it was enacted...

16 Apr 2019

Tax Talk Bites | April 2019

In tax talk bites, we briefly comment on items of interest to readers.Inland Revenue to be closed from...

01 Apr 2019

It's a new brand day

After 70 years providing accounting and business advice to New Zealand businesses, we are reflecting...

31 Mar 2019

Introducing FANZ Private Wealth

The rebrand of Baker Tilly Staples Rodway isn’t the only change of name in our group. SRAM has rebranded...

31 Mar 2019

Accounting standards: The latest (and greatest) changes

There’s a first time for everything and that includes two new accounting standards which will soon...

31 Mar 2019

A substantial tax benefit for migrant Kiwis living in Australia

It is a reality of the modern and mobile world we live in that many of our clients have adult children...

31 Mar 2019

Leading change

Change in the modern world is all around us. Be it transition to a new organisational framework, strategy...

31 Mar 2019

When change is on the menu

Vetro is a specialty food store – there’s five in the North Island of New Zealand, and the bulk of...

31 Mar 2019

Numbers Autumn 2019

THE CHANGE ISSUE Introducing Baker Tilly Staples Rodway | Budgeting in changing times | Managing radical...

31 Mar 2019

Coming from behind to win

A classic example of this is a client of mine – Malcolm Brown. The first time I met Malcolm the thing...

31 Mar 2019

Budgeting and reforecasting in changing times

Technology is changing, products are changing, customers are changing, banks are changing, but is your...

30 Mar 2019

Capital gains tax - Myth or reality?

A reader asks: “ There has been a huge amount of publicity and commentary about the Tax Working Group...

20 Mar 2019

Charity Funding and Key Considerations

This article provides a summary and examples of how your charity can grow and attract additional funding....

04 Mar 2019

31 March 2019 Tax Planning Checklist

With 31 March approaching, now is the ideal time to consider tax issues and, where available, planning...

21 Feb 2019

Tax working group final report - Worst kept secrets confirmed

The Tax Working Group has released its final report of recommendations to the government. Most of the...

21 Feb 2019

Introducing: Microsoft Office 365 - Teams

Many of our clients are familiar with Office 365, but often are only using the basic applications; Word,...

Find an expert