It is a boutique business that choses to work with businesses and business owners that are serious about unlocking their business’ financial capability.
As we know, it fairly easy to start a business. The reasons for starting a business can usually be broken down into the following things – become your own boss, make more money, change the world. As reality sets in, the vision can become harder to unlock and the result is that we become average in business.
Annual Compliance – including preparation of annual financial statements and tax returns
Business Structuring – we have had extensive experience putting together business structures to suit a number of different business and personal situations, while at the same time considering risk minimisation.
Tax Planning – we work with our clients to help them better manage their tax obligations and support them through tax audit and tax arrears issues.
Staff Training – we have a number of half day and full day presentations suitable for non-accountants to help them better understand key finance and business strategy areas.
Business Coaching/Mentoring – a number of our clients enjoy monthly or bi-monthly catch ups to ensure they keep their business on track and address any issues in a timely manner.
Wealth Planning – we work alongside qualified financial advisors to assist our clients in putting together a portfolio that matches their income requirements and personal risk profile
We work hard to help our clients, but don't just take our word for it, check out what our latest clients are saying
We work hard to help our clients, but don't just take our word for it, check out what our latest clients are saying
'We love working with Cat and her team. They are always willing to help and smart advice is only ever a phone call or email away. Cat really works closely beside you and is a truely member of your team who always has the businesses bottom line in mind. We haven’t looked back since working with Cat and can’t recommend them highly enough!'
"Switching Accountants has been a brilliant decision for our business. Catriona Knapp is the first accountant that we have worked with who really understands how a creative business functions and we are indebted to the Designers Institute of NZ for recommending her to us.
Catriona is approachable and solutions driven. Running an efficient business is all about setting goals and she has been instrumental in helping us realise ours."
"As a not for profit incorporated society with a voluntary membership we run very tight budgets that have to delivery on large expectations. There is no buffer room for an accounting error. Catriona is our Treasurer and our safety net. As CEO I trust her professionalism and experience implicitly. The board and I have the utmost respect for Catriona’s financial guardianship of the Institutes financial affairs."