Services
Compliance handled. Advice that moves you forward.
Xero-based, cloud-first practice for NZ business owners who want proactive support.
What we offer
Clear, structured services to keep your business on track.
Tax & Compliance
- Tax returns (sole traders, companies, partnerships)
- GST returns
- Payroll & PAYE
- IRD correspondence
Financial Reporting
- Annual financial statements
- Management reporting & insights
- Cash flow analysis
- Balance sheet reviews
Business Advisory
- Cash flow & profitability planning
- Business structure advice
- Growth planning & forecasting
- Tax planning strategies
Setup & Support
- Company incorporation
- IRD registrations
- Xero setup & clean-up
- Xero training
What's included
Every ongoing client receives the following as standard. No hidden extras.
Annual Compliance
Financial statements and tax returns filed accurately
GST Support
Regular GST returns if you're registered
IRD Handled
All correspondence managed on your behalf
Ongoing Advice
Routine calls, emails, and guidance throughout the year
Who we work with
As your Auckland chartered accountant, we support owner-operators and growing businesses across New Zealand. Different structures have different obligations — we know the nuances.
Business Structures
Sole Traders
Reliable compliance and straightforward advice
Companies
Year-round compliance and shareholder planning
Partnerships
Profit-sharing and transparent reporting
Rental Property Owners
Accurate reporting and tax-efficient structuring
Switching accountants is simple
We handle the transition from your current accountant. You don't need to worry about the process — we take care of it.
Switch to ClearstepWe handle:
- Requesting records from your current accountant
- Managing IRD authority transfers
- Reviewing your existing structure
- Ensuring continuity with no gaps
FAQs
Questions about our services
Answers to common questions about how we work and what we can help with.
What accounting services do you provide?
We offer year-end accounts, tax returns, GST compliance, payroll support, Xero setup and training, business advisory, and ongoing support for small businesses and rental property owners across Auckland and New Zealand.
Can you help if my accounting is behind?
Absolutely. Many clients come to us needing help catching up on overdue tax returns, GST, or general bookkeeping. We’ll assess where things are at and put together a plan to get you back on track.
Do you only work with Auckland businesses?
We’re based in South Auckland but work with NZ businesses nationwide. Most of our work is done online through Xero, email, and video calls — so location isn’t a barrier.
Can you manage GST and payroll?
Yes. GST returns, PAYE, and payroll support are all part of what we do. We ensure everything is filed accurately and on time, so you can focus on running your business.
Have a question not covered here?
Book a Free Intro CallReady to get your numbers sorted?
30 minutes. No obligation. We'll talk through your situation and whether we're the right fit.