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Our Services

Financial Management - when you want or need it

Monthly Accounts

We can assist with the preparation of monthly management accounts.

Data Analysis

Need data analysed? We have the skills to analyse using Microsoft Excel or other database tools

Budget preparation

We can use our Excel skills to set up budget/forecast templates. We also have the experience to prepare budgets in consultation with your staff.

Compliance

Need GST returns done? Companies set up? Or tax audit assistance? We can help.

Shareholder Agreements

Set up a shareholder agreement before it is too late. We can assist you to set up one the works for you.

Business Plans

Need business plans for the bank or just to guide your business. We can make sense of what is needed.

About us

Professional experienced Accountants that can provide Chief Financial Officer (CFO) management services.

Excellent Database and Excel skills to do data analysis for the sale of your business or any other matter or issue.

The Team

A small team, but we have access to excellent resources as required

Lionel Page

CEO & Founder

New Zealand Chartered Accountant

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