When it comes to business there is no such thing as one size fits all. We take the time to get to know you and to really understand your business, your goals, and the things that keep you up at night. 

Once we understand where you've come from and where you're heading we can put together a combination of accounting & tax, business advice & coaching to fit your business. 

Depending on your goals, budget & stage of your business, we recommend that you plan on spending around 2-4% of your revenue on accounting, business advice & coaching. 

Proactive Business Advice

Financial Insights

The financial information your business needs will depend on the stage you're at. From start-up through the growth phase and onto an exit plan, we've got the advice and tools you need.

  • Financial Insights & Management Reporting
  • Budgets & Cashflows
  • Financial Structure
  • Goal Setting
  • Business and Strategic Planning 
  • Specialist Tax Advice
  • Succession Planning
Coaching & Support

Coaching & Advice

Every business is different, and we provide the support & coaching to meet your needs right now. Through our coaching sessions we are a cheerleader, a sounding board & an accountability partner. 

Or perhaps your business is now at the stage where you need a Part-time CFO or an Advisory Board member with finance expertise. 

A key part of our coaching includes reviewing your results to gain financial insights, taking a look at where you can make improvements and helping you set action plans. 

  • Business Coaching 
  • Part-time CFO
  • Advisory Board Member
Accounting & Tax

Accounting & Tax

Whether it's your year end tax or your day to day bookkeeping, we can take care of all the accounting and admin required to keep Inland Revenue and your bank manager happy. 

  • Bookkeeping
  • Annual Financial Statements
  • Tax Returns
  • GST Returns
  • Tax Planning
  • FBT Returns
  • Company Annual Returns & Companies Office Administration
  • Phone and Email Support for Accounting & Xero Questions

If you're a contractor, we've partnered with Hnry to take care of your taxes. Simple, cost effective and designed especially for contractors. Sign up directly via Hnry's website, and use the code TRIO for $50 off your fees.  

Ready to find out more?

Whatever your reason for looking for a new accountant, the first step is to simply have a virtual coffee and a chat. No pressure, no obligation because we believe that it's essential to make sure that we're a good fit for each other.