Business Advisory

Financial statement preparation & Ad-hoc external reporting

We prepare clear, reliable decision-ready financial statements and tailored reports for boards, funders, banks and other external stakeholders.

• For-profit entities - NZ IFRS Reduced Disclosure Regime, Tax Administration Act dependent on your reporting requirement.

• Not-for profit entities - Public Benefit Entity International Public Sector Accounting Standards (PBE IPSAS) tiers dependent on your reporting requirement. This includes statement of service performance where it includes qualitative disclosures.

• Incorporated societies - PBE IPSAS tiers dependent on your reporting requirement.

• Ad-hoc reports with disclosures exception to the XRB standards

You receive professionally presented information that meets reporting standards and supports confident decision-making.

Virtual Financial Controlling - Outsourcing Solutions

As your virtual Financial Controller, we provide senior financial leadership without the cost of hiring full-time & in-house.

• Strategic financial planning and guidance

• Performance reporting in Board pack for owners and boards

• Interpretation of financial results with clear recommendations

• Non-financial KPI measurement

• Cashflow management support

• Scenario modelling for key decisions

• Support with bank reporting and lender communications

• Identification of risks, trend and improvement opportunities

• Establishing accountability through routine financial meetings

• Independent oversight of financial processes and controls

• Board pack preparation

Budget and forecasting

We build realistic, data-driven budgets and rolling forecasts that give you visibility over what's ahead to support sound decision making. Services include:

• Annual budgeting process

• Rolling forecasts

• Cashflow projections

• Scenario modelling (best/worst/expected case)

• Variance analysis against budget

You gain clarity, discipline and a proactive financial plan preparing for future growth.

Routine accountability meetings

Structured, recurring sessions to keep the business, aligned and on track. Meetings can cover:

• Review of financial results

• Budget vs actual performance

• Cashflow monitoring

• Progress on agreed action points

• Strategic discussion with an independent financial perspective

This creates discipline, clarity and consistent momentum for stakeholders knowing that there is an ongoing partner who keeps you accountable to your goals.

Accounting Memorandums & Technical Papers

Structured, audit-ready documentation that records key decisions and accounting treatments.

• Decision-making memorandums for management and boards

• Technical papers applying relevant accounting standards

• Documentation for complex or judgement - based accounting treatments

• Audit-ready evidence packs for auditors, banks and funders

• Financial policy & governance documents

• Clear explanations written for both accountants and non-accountants

These create a defensible audit trail, strengthen governance, and ensure transparency for boards, lenders, and future management.

Internal Control & Process Review

We analyse your current business process workflows to identify gaps, risks and inefficiencies. Our service includes:

• End-to-end process mapping

• Internal control assessment of existing controls

• Risk identification and gap analysis

• Recommendations to strengthen reliability and reduce risk

• Optimised process redesign

• Implementation support

• "Second set of eyes" oversight for in-house finance staff

You receive clear recommendations and practical improvements that strengthen controls and streamline operations.