Partners we Work With

Xero - Platinum Partner

We are a Xero Platinum partner, certified Xero and Xero Payroll advisers. We recommend Xero as the leading cloud accounting software. Xero is flexible and able to be scaled up and integrated with over 800 applications.

WorkflowMax

We are certified Workflowmax advisers. Workflowmax acts as CRM/business management tool allowing you to organise your business from managing leads and clients, creating quotes, manage job costs and invoicing in one. It integrates seamlessly with Xero and allows you to maximise your business profitability, team productivity and performance.

Hubdoc

If you are carrying around a pile of receipts everywhere, you’re working too hard. Hubdoc helps automate data collection and data entry to streamline document collection and management and automate bookkeeping tasks. Hubdoc is able to extract key information from bills and receipts, and creates transactions in Xero with the source document attached.

Tax Management New Zealand

Tax Management New Zealand (TMNZ) is a Tax pooling provider, they help spread out your provisional tax payments so you can pay when it suits your cashflow. Tax pooling helps reduce costs, reduce stress and minimise the risk of penalties when dealing with provisional tax and is an Inland Revenue-approved method of paying provisional tax.

Audit Shield

Let someone else pick up the cost, investigations by Inland Revenue are on the rise, even the simplest of enquiries can be costly when you’re not expecting it. Our Audit Shield Master insurance policy provides for the payment of professional fees incurred if your business is selected for an audit, enquiry, investigation or review instigated by Inland Revenue.

Spotlight Reporting

Spotlight Reporting is one of many tools we use to provide easy-to-read cashflow forecasts, performance reports, consolidations and dashboard reports.

RT Reporting

RT Reporting is another cashflow reporting and forecasting tool we use. It provides a quick and easy-to-understand insights into your financial data.

Beancounter

Beancounter is our easy-to-use questionnaire tool makes collecting your information for financial statements and tax returns, fast and efficient for both us and you. Its dynamic features ask relevant questions based on your answers and provides a checklist of the documents you need to supply.

2Shakes

We use 2shakes for our client engagement letters and Anti-Money Laundering and Counter Terrorism Financing (AML/CFT) compliance. This allows us to source the appropriate authorities and consents to start working on your behalf quickly with ease.

ApprovalMax

ApprovalMax has powerful approval automation features for accounts receivable and accounts payable. These replace paper and email based approvals and create a clear audit trail. ApprovalMax is especially good for charities, incorporated societies and other not-for-profits.

Etani

We use Power BI and Etani’s API integrations to collate financial and other data from multiple sources and create integrated, powerful analytical reports. These reports, custom built to suit your needs, will help you make better business decisions on a daily basis.

Chartered Accountants Australia and New Zealand (CAANZ)

Anyone can call themselves an Accountant, and many do, but not all can call themselves a Chartered Accountant. As a Chartered Accountancy firm, we are regulated by Chartered Accountants Australia and New Zealand (CAANZ), who protects the reputation of the designation by ensuring members comply with professional and ethical standards, backed by a robust discipline process.

Walker Wayland Australasia

We are a long standing member of Walker Wayland Australasia, an association of independent professional firms in New Zealand and Australia. Our membership allows us to tap into a wealth of expertise and punch above our weight.

Walker Wayland has 20 Member firms, 35 offices, employing over 471 Staff and 79 Partners throughout New Zealand and Australia.