Things I Do
People often ask if I do this or that. So to make life easier for all here is a list of what I do well:
< General Ledgers.
< Income Tax.
< GST Returns.
< FBT Returns.
< Looking after sole traders, partnerships, companies, trusts.
< Company formations.
< Setting up trusts and managing Family Trusts.
< Wills.
< Audits & reviews for Charities (at a very reasonable rate I might add).
< Business valuations for small businesses.
< I am a specialist in Rental Property accounting (ask me about this).
< Training in MYOB - when clients get stuck I can show them what to do.
< Dealing with Banklink & Cashbooks.
What I Don’t Do
< Audits for big companies of any sort and trust accounts.
< Liquidations & receiverships.
< Specialist Tax Advice – I can give general tax advice to a certain level, and yes most things I can answer, but for anything that requires case law and answers to specific sections of the Tax Act, I call for backup! I work alongside a number of Tax Specialists that again, have their own specializations.
< Investment Advice – No, I don’t give advice about what shares to buy, which managed funds to use, but I can give financial advice around your business affairs.
And I Am Not…
< An Insurance Broker – Sure I can give basic advice, but I would refer you to John or someone else who is a specialist in this area.
< A Mortgage Broker – Again I would probably put you in touch with someone like Mortgage by Design.
< A Lawyer - usually I refer my clients to someone like Wayne Stollery in West Harbour. He’s very good.
…for all other things please feel free to ask.
