Finance + Accounting Services

Ratonga Putea me te Kaute

Driven by our purpose to help you help others, our service offering is shaped by years of experience working with like-minded organisations with shared objectives.

We’ve developed a range of services specifically tailored for the for-purpose sector – delivering even more value by working as an extension of your own team, shaping a bespoke engagement model that puts your best interests at heart.

• Financial Advice
• Bookkeeping + Accounting
• Compliance
• Donation Management

Strategic financial oversight and advice

We provide comprehensive accounting services backed by deep financial expertise, including the preparation of monthly management accounts, board reporting, and statutory accounts. Our team works closely with auditors and supports budget planning, providing strategic insight your charity needs to thrive.

• Strategic planning
• Cash management
• Financial recommendations
• Board reporting and attendance

Accurate financial record-keeping + payroll processing

Keeping your financial records in order is crucial. We handle transaction recording, ledger maintenance, and bank reconciliations, ensuring your accounts payable and receivable are efficiently managed.

We manage your payroll processing, ensuring staff are paid accurately and on time while complying with regulations.

• Payroll
• Invoicing
• Account reconciliation
• Monthly reporting
• Cashflow projections
• Annual accounts / financial statements
• Budget and forecasting

Compliance + Control

Our tax services include the preparation and filing of GST and PAYE returns, liaising with the IRD to keep your organisation compliant and tax-efficient, with the comfort of audited internal controls giving you peace of mind.

• Charities register filing
• Timely tax returns
• Audits and reporting
• GST returns
• PAYE filing

Maximise your cash flow and donation management

Our daily treasury services ensure every dollar is put to work efficiently, maintaining liquidity. We can also ring-fence restricted donations, ensuring these funds are kept secure to be used exclusively for the donor’s intended purpose.

We prepare and distribute IRD-approved donation receipts as required, helping you maintain transparency with donors and compliance with regulatory requirements.

• IRD approved Donations receipts
• Ring fenced donations

Why our financial services?

• Flexible, responsive support

• Purpose aligned sector specialists

• Expertise that drives impact

• Genuine partnership

• Value-driven cost model

Our Partners

Useful Guides + Documents