What we do
Innovative Advisory was created by three chartered accountants with the same philosophy; to work creatively, think outside the box, and motivate clients to achieve their goals.
We provide a wide range of services to meet our clients needs
We provide a broad range of business services but have particular expertise in taxation, accounting and business advice. Our knowledge and breadth of accounting, legislative and regulatory rules together with our focus on a personal and practical approach will help you achieve your desired business goals.
Accounting Services
General accounting services are provided for all sizes and types of business – large, medium and small – sole traders, partnerships, companies and trusts.
- Advice on record keeping and accounting systems.
- Specialists in Xero and MYOB
- Preparation of annual financial statements.
- Preparation and filing of taxation returns.
- Preparation and filing of statutory returns with the Registrar of Companies
- Preparation and filing of GST, PAYE and FBT returns.
- Cashflow analysis and projections
- Preparation of monthly reports
Online Accounting Solutions
Online Accounting Solutions such as Xero:
- Integrate Bookkeeping and Accounting in the Cloud
- Allows you to manage your business better with access to your business’ financials whereever you are
- Easy to use systems
- Real time processing/reporting/advice
Our dedicated Online Solutions team can assist your business no matter what software you use, the number of staff, or the complexity of your business.
Business Planning
We focus on assisting our clients in way that can grow their business.
Business Planning – Our business advisory services include:
- Preparation of business plans and strategic plans.
- Business start up advice, including shareholder agreements, establishing new structures, assistance with obtaining funding and negotiation.
- Assistance with buying or selling a business
- Business and company valuations
- Financial management/directorial overview
- Preparation of budgets and cash flow projections for management and funding purposes
- Assistance and advice obtaining finance for new projects or further business developments
- Preparation of submissions for raising finance for purchase of new plant and equipment
- Advice on financial structuring of businesses and capital requirements.
- Managing working capital and cash flow
- Preparation of monthly financial management reports to assist in overall management of the business
- Advice on the purchase or sale of existing businesses
- Advice on the operation and management of trusts, including acting as trustees
Tax Advice
The firm is able to offer comprehensive advice on all aspects of taxation planning.
Tax Advice – Our services include:
- Income tax planning for all business entities, companies, individuals and trusts, including plans to minimise tax.
- Advice on impact of changes in tax legislation.
- Structuring of new and existing business entities, including advice on the most effective structures to maximise taxation benefits to business owners and shareholders.
- Advice on all aspects of GST, PAYE, FBT and other taxes.
- Assistance with Inland Revenue investigations – we take the pain out of it for you.
- Tax advice on property transactions.
