Our Services

How Can We Help?

If your financial information seems like another language you’ll love our unique translation service. It’s called plain English.

We’re here to make a real difference to you and your business.  Delivering a high-quality, efficient compliance service is just part of that.  Helping you develop, improve, and grow your business is the next step.

Our monthly financials come with graphs for easy understanding and our free tax reminder service means you can focus on what’s important knowing your business compliance is in safe hands.

Our solutions are designed to help with what you need now and prepare you for where you’re heading.  We provide a range of professional advisory and compliance solutions to help you plan and achieve your goals.

From business processing to financial and management accounting, annual planning and advice, our main priority is getting your numbers to work as hard as the rest of your team.

You have enough things to juggle. Contact us, and let’s get started.


Advisory Services – moving your business ahead

  • Business Planning – set vision, mission, strategy, goals, targets
  • Cashflow Forecasting – what does the plan look like in $$, managing the cash
  • Budgeting – financial plan for the year ahead with agreed financial boundaries
  • Financial Reviews – review variances, cashflow and strategy
  • Tax Planning – develop tax strategy and plan for scheduled tax payments
  • Xero Set-up – register and prepare Xero for your business and review
  • Trust Review – conduct annual review ensuring compliant

Start with a Value Gap Analysis report https://forwardaccounting.co.nz/introducing-our-value-gap-analysis-report/


Compliance Services – keeping your business legal

  • Financial Review – review business financials, Xero, Systems and Company accounts
  • Annual accounts for Company/Partnership/Sole Trader/Trust – end of year accounts and tax returns
  • Management accounting – progress financial information during the year complete with commentary and graphs
  • GST returns – review coding, queries, file return
  • PAYE returns – review wages, file returns on payday
  • ACC – cover plus, cover plus extra
  • Company Annual Returns – annual file with the Companies Office
  • Audit Shield Insurance (covers full cost of IRD or ACC audit)


Client Training – knowledge is power

  • Xero Training – coding, invoicing, bills, reports, budgets
  • Understanding your Financials – profit & loss, balance sheet, current accounts, tax
  • Tax Training – updates, what you can and cannot claim


Request a meeting today to start moving your business Forward.