Our Three Key Service Areas
Helping Your Business Grow
Our experience and business acumen gives us the edge to provide practical and pragmatic advice to make your business a success. Right from company start-up to sale, and at every stage in between, we can be there providing insight, information, and advice to manage risk, grow your business, and protect your wealth.
You will feel supported through your growth periods, as well as during your down-time, and feel confident in every decision you make.
Taking the Stress Away From You
Never miss another IRD return deadline with our compliance services. We have a keen eye for tax deficiencies, and as a Chartered Accountanting Practice, we stay up-to-date with law changes and opportunities. It’s essential that we provide robust plans for our clients, so they always know what’s required of them, and when, well in advance.
Securing Your Family's Future
Set up a family trust to support members of your family and protect the ownership of assets. Its purpose is for you to progressively transfer your assets to the Trust so that legally you own none yourself, but you still have some control of and benefits from them. We can set up your Trust, as well as provide you with sound structuring advice to best protect and profit from your investment.
What will it cost?
Every business is different, and we treat you that way
We use a simple and easy to understand pricing agreements which are tailored to your specific business and personal needs. Include what you need and add what you want to drive success and growth into your business.
There are no surprises, no invoices for 8 minute phone calls and no 6 minute timesheets. We don't include gimmicks, meetings that you don't need, and promises we can't keep.
Other Services and Programmes
COMPANIES & TRUSTS – ONE-OFF & SETUP SERVICES
Establish a Discretionary Trust
We can guide you through the process of establishing a Discretionary Trust, and help arrange: drawing up and stamping the Deed, preparing and lodging applications for all necessary tax registrations, and paying the Stamp Duty with the State Revenue Office.
Establish a Company
Get the support you need to establish your new company. We can help arrange everything required, such as: drawing up a constitution, executing establishment documents, preparing and lodging applications for all necessary registrations.
Xero Conversion & Setup
From sole-traders to large corporates, we can fully set your business up in Xero. We will also provide ongoing support and training, so you can unlock both the basic and advanced features that will empower you to accomplish your goals.
REGULAR BUSINESS MEETING, REPORTING, & PLANNING PROGRAMMES
Lead Adviser – Business Planning and Implementation
To build the business you want, you need to have clear goals and realise how you’re tracking against them. We’ll take the time to understand your business, and where you want to take it. We will establish a 12 Month Financial Game Plan that will map out your priorities and action items. This will become a valuable roadmap for you.
Our experienced BoostNest team can also act as your sounding board by supporting you to overcome issues as they arise, such as sourcing the right people to implement solutions. We will facilitate seamless service through an online vault, for easy and secure document access and organisation.
Strategic Planning Workshop
Our Strategic Planning Workshop is an excellent opportunity for your business to start down the path you want to take. Together we’ll define your vision, and your Big Hairy Audacious Goal (BHAG). We’ll create both one year and five-year plans, which include actions, initiatives, and capabilities needed to achieve objectives – as well as financial targets, cash flow, and Key Performance Indicators (KPIs). We’ll also undertake a broader analysis of the strengths and weaknesses of your business, including values, people, culture, brand promises, sales and marketing, service offerings, core clients, systems and procedures, risk protection, and industry trends.
Boost Your Business Programme
Unlock growth and profit potential within your business. This includes a half-day initial analysis session, followed by an optional implementation program, and regular reporting and advisory services.
Monthly, Quarterly, or Annual Business Reporting and Advisory
After understanding your goals, and creating one year and five-year plans, we can meet with you monthly, quarterly, or annually to present and review financial reports, track progress against your goals, and update your strategic plan including actions required for the coming period. You’ll receive graphically-presented reports that will make analysing your business performance easy. We can also research and offer insights into how your business compares to your competitors.
Along the way, we can help identify critical projects, actions and decisions required, help you access networks and professional development events, and offer accounting news and insights – all to support your journey to achieve your business’ vision.
We will also develop a working financial model to aid your day-to-day planning and decision making, and offer ready access to your BoostNest advisor during business hours.
Financial Plan Forecasting Every 3-5 Years
If you don’t need regular support, we can back you to accomplish your long-term goals, through timely check-ins and well thought out strategy every few years.
We can forecast your income tax liability for the coming year with high accuracy. We also have the experience and understanding of tax to review ways of your tax liability for the coming year – including working out payment of dividends and optimal trust distributions.
Choose The Right Accountant
BoostNest is a Chartered Accountanting practice. Our team undergoes CAANZ (Chartered Accountants of Australia and New Zealand) approved training every year, hold Advisor Certifications in Xero and are members of Chartered Accountants of Australia and New Zealand or Certified Practicing Accounts Australia.
Do you want to find a no-nonsense accountant who gets what it’s like to go into business to follow a passion but end up having to spend a lot more time balancing the books? Do you want to be kept in the loop about your accounts in real-time? Do you want someone who will give you sound advice & direct you when things get a little murky?
And are you finally sick of paying expensive fees for… well you’re not too sure what?
You want BoostNest.
So, Is It Time for You to Make a Change?
If your accountant is not on top of these areas, they may not be as invested in you as you might hope...
BoostNest is a Better Fit
Let's Get Started
We'll meet you in person to discuss your business, and provide you with information about how we can help, our fixed fees, and our proven approach. Then we'll get you to sign our engagement form, and take care of the rest.
Book a meeting with us to discuss your needs by clicking on the button below, through our contact form, or call our phone number.
Our team has offices in both Wellington and Auckland, working with businesses, organisations, and trusts nationwide.
Make an exciting and positive change by getting in touch with the BoostNest team now! .
We will get back to you within one business day.