What we do

"Having the right people around you and your business will help you SMASH your goals."

Managing a business can be stressful and at times can feel as though it is you against the world. You will need a good supporting networking to help, and guide you along the way. This includes who you trust as your accountant.

We believe in a straightforward communication from the start and this will help build the foundation for a successful partnership.  We will make sure you have full certainty over your accounting costs and all our service plans comes with unlimited queries so that you never feel constrained from contacting us.

We know that it takes a lot of different skills to build a successful business and that is why we partner with others to deliver the best people to meet your needs. By connecting with us, you also connect with our strategic partners - business coaches, sales and marketing experts, financial advisers, insurance specialists, mortgage brokers, lawyers - all working together to help you achieve your goals and aspirations. 

Connect with us today!

Our services

Accounting and Tax

There is a compliance aspect to preparing accounts and tax returns but our aim is to turn the compliance into value added. Using Accounting Software and real time information we are able to see what your obligations look like and also comment on the current health of your business.

Business Growth

The challenges of running a business increase in complexity as you increase staff and customer numbers. A business owner's role must change if the business is to grow. The key to a growing business is communication and delegation, and a clear focus on what the future looks like. This is the time to put down the tolls and develop into a business owner.

Smart Technology

Technology now allows us to convert information and data into actionable tasks. Ensuring the correct systems are set up to be able to capture this information is important. We will look at how your business functions and how you function, what systems should be recommended to streamline your processes and make things easier, and ensure that your tools fully integrate together.

Future Wealth

The reason most people start a business is freedom - measured either in personal time or money. Money is merely the tool by which you can have the freedom to enjoy your desired lifestyle. So if you wish to have financial freedom to live the life you want, then it is important to design your own passive income streams. While we are not financial advisers, we do have plenty of opinions about how you can grow your wealth.

Our services >> in-depth

Xero Training

Connected Accountants had the foresight to be one of the first 10 in the world to sign up to Xero, and we know it inside-out, upside down, and how to get the best from it. We will help you set it up right from the start, give you training on how to use it, and help you prepare and file your first GST return.

If you don't have the time or abilities to maintain the records we can introduce you to some bookkeepers who can do it for you.

Annual Accounts & Tax

Because we are also working with your Xero data we can undertake the annual account work efficiently - that results in cost savings for you. And while we are at it, we will look for ways you could improve your financials, profitability and tax postion as well as reducing your risks.

Business Structure

You can structure your business as a sole trader, partnership, company, trading trust or limited liability partnership. We are familiar with them all and the advantages and disadvantages of each of them.

We work with you and your advisers to determine the best structure balancing tax efficiencies and risk protection. We like simple, because it makes it easy for everyone to understand, as well as being far more cost-effective to run.

Smart Reporting

To get the right results you need to measure the right things - that's where having smart reporting that is easily understood really helps. Bringing together financial results, key business metrics, google analytics, industry benchmarks and other measurements into one simple and easy-to-understand report will help you quickly understand your business's postion and make smart decisions. 

Accountability Meetings

Many businesses are fantastic at creating business plans but then fail to implement them and the main reason for that is lack of accountability. If you are serious about growth then working together on a regular basis in pursuit of productivity, profitability and progress will make a difference to your outcomes. 

Budgets and Cashflow Forecasts

By taking the time to convert your business goals into financial targets you will increase the chances that you will actually achieve them. Budgets and cashflows put you in the driving seat so you can make better business decisions when things do not go to plan.

Strategic Planning

The lack of a strategic plan puts you at a disadvantage to your competitors and contrains your business growth. As the business growns and the role of the business owners changes from being on the tools to building the business, the wider team becomes far more critical to the retention of customers and the delivery of quality services. 

Connected Accountants have a strategic planning playbook designed to debvelop a one-page living strategic plan either over a period of time or through a one-day workshop.

KPI and Metric Accounting

Our smart reporting format clears the clutter away and, and through a mix of graphical and numeric trend reporting, makes it easy to see and understand what is happening in your business.

And we do not stop at your financial system; we will report on other important numbers including key metrics, google analytics - whatever is important for the financial and strategic success of your business.

System Analysis

While Xero might be at the heart of your financial reporting, it is rarely the critical business system that enables you to measure and manage job profitability or staff productivity. That might be provided by a rostering system, or a job management system, or a reservations system, depending on what sort of business you are in.

We work with experts in systems design and architecture to define your specific information needs, select the appropriate solution, then implement and manage the training for your team.

Integrations with Xero

Before the advent of cloud computing it was beyond the reach of most small businesses to put together an integrated business system. Now, for a monthly subscription it is possible to build technology solutions that enable you to better manage your business.

The important factor is information transfer from one system to another without human intervention. We ensure that our recommended technology solutions integrate to allow for a seamless flow of information and data.

Cloud Based Storage

We understand the importance for you to access the information you need and also the footprint we all leave behind on the environment, which is why we store everything in the cloud. 

We are also members of the Sustainable Business Network and we offset our carbon footprint on a yearly basis by planting native New Zealand Trees through Trees That Count.

Actionable Management Reports

The numbers do not mean anything unless there is clear and concise action as to what should happen next. We look into the numbers and tell you what the numbers show and then our reports, in combination with the collaborative management meetings, mean we can devlve deeper into the now what?

This is where the true value lies.

Trust Management

Trusts are often over-used, but they can be an effective tool to separate your personal assets from your business risks. Having a trust is the easy part - the hard part is making sure that you are managing your trust so you keep your assets safe.

Because we will look at the trust's financial position at least once a year we are in a great position to ensure you have covered off the essential trust management processes.

Business Valuation

The value of a business is the product of two factors. One being the level of annual profit a business is capable of generating and the second one being the rate of return desired given the inherent business risks. Our business assessment will highlight areas where you can reduce business risk or increase business value.

Connected Accoutnants has experience in business valuations so you can have increased confidence in what your business is worth.

Rental Investments

If you are looking at rental investments we can help evaluate potential opportunities and make sure your record-keeping enables you to evaluate returns on each property. We also work with mortgage brokers and bankers around loan structure and keep a watchful eye on interest rates.

We are familiar with the tax implications of property and can make sure you stay on the right side of the rules.

Network of Financial Advisers

We work with financial advisers to build long-range financial forecasts based on the four key factors influencing your lifestyle. We work with our clients to help them set personal financial goals and improve their personal situation.

The four factors are:

1. How much you save while you are working.
2. When do you want to stop earning.
3. How much you will want to spend when you are no longer earning.
4. How much you want to leave to your children.

Our plans