Get a free assessment and give your business a new edge!

Contact us today to book your free, no obligation assessment!

By discussing with you what you need and what you would like your business to achieve financially, we can propose to you the best financial services and support to suit you.

These are services that will enable you to use the management of your finances as a tool for creating and maintaining
your success.

Get started today by filling out our pre-assessment booking form.

When we call to discuss your business and financial plans with you it helps if we can establish a picture of where you are coming from and what your current situation is.

We would appreciate it if you could fill in as many details as possible in the form below. Anything you can't, or don't want to answer we will work through with you over the phone.

First name:

Surname:

Company name:

Email address:

Postal address:

Street address:

Phone number:

Fax:

Website:

IRD number:

Company No.:

Number of staff:

Preferred method of contact:




Work performed:



If work on site is parking available:

Service required:





Do you need Payroll implemented or maintained?

.... information:

What systems do you currently use?




Is it a:

GST Payments/Invoice Bases:

No. of employees paid through PAYE:

PAYE paid:

PAYE system used:

Name of Bank:

No. of accounts held:

No. of credit cards:

Chartered accountant:

Average pages per credit card statements:

Lawyer:

Have you reviewed Ledger or data file:


Do you have your last set of financial statements from a chartered accountant?


Are YTD reconciliations completed?


Is the data ready for review?


Who reviews the data?

Deadline dates:

Do you want Creditors or Debtors?


Do you want Cashflow and Budget Advice?


How did you hear about us?

Is there anyone else who you think would find our sevices useful?

What is your vision for the future:

What assets are in your company's name?

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