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Helping you get clear about your finances

Accounting advice that just makes sense

Leave the anxiety behind with advice you can trust

Whether you’re in your first year of business or you’ve been in business for a while, we help you work out exactly where you want to go and the steps you need to take to get there. 

  • Focus on what’s important – get clarity on your options based on the things that matter to you.

  • Gain confidence in your abilities - know what you’re worth and charge for it.

  • Get reassurance that you’re doing the right thing - figure out how best to send your time, helping you get clear on the numbers and how to use them.

How do we help you get there? 

Phase 1. Begin

We’ll always start with your core finances, making sure Xero is sorted, your accounting and tax is under control, and you know how much to be setting aside for GST & Income Tax.

Phase 2. Grow

We’ll clarify your goals, develop an action plan and meet regularly to review progress, troubleshoot and recalibrate. 

Phase 3. Thrive

We’ll work with you to improve profitability and cashflow and then revisit your goals to establish where to next. Maintain, grow some more or plan your exit, we’ve got you covered. 

You deserve to live the life you want

You'll get there with the right systems and the best advice 

  • Make enough money to do what you want in life

  • Find the balance between work and family

  • Never fear the IRD - we deal with them for you

  • Make financial decisions with ease

  • Get support with bookkeeping, GST returns and annual accounts

  • Work with a business coach to help you make decisions such as systems, staffing and pricing

Get the support you need at every stage of your business

Our pricing and packages

Flexible packages designed to give you peace of mind around taxes as well as giving you the extra support, guidance and encouragement you need to grow your business.

An image of Bec, one of Trio Accountancy's happy clients.

“I so appreciate all your advice and work. I still have much to learn, but I don't feel sick about finances anymore with you in my corner.”


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