Client Life-Cycle
WEALTH MANAGEMENT
- Estate + Asset Management
- Intergenerational Asset Transfers
SUCCESSION PLANNING
- Business Cessation
- Exit Strategies
- Business Valuations
- Business sale and purchase negotiation
- Board of Governance
- Staff incentives & retention
- Management buyouts
- Shareholder agreements
ASSET PROTECTION
- Estate planning
- Trusts
- Property Management
- Structuring
- Diversification
- IP Protection
ACQUISITION/START UP
- Due diligence & risk identification
- Business planning & profit projections
- Finance & funding options
- Structuring advice
- IRD application
- Valuation services
- Sale & purchase negotiations
- Shareholder agreements
BUSINESS ACCOUNTING
TAXATION COMPLIANCE
- Financial statements
- Tax returns
- GST/FBT/Payroll
- Statutory Returns
- Audit & Assurance
- Bookkeeping
- IRD Disputes
GROWTH
- Tax planning
- Accounting & Business systems
- Forecasting & Budgeting
- Profit Optimisation
- Cashflow management
- Business coaching
- Business Financing advice
- Advisory boards
- Strategy & governance
- Franchising
Cloud Accounting is the way of the future.
Xero is leading the field.
Xero can streamline your business’s accounting system and provide up to date financial information to you and your advisors.
BVO can partner with you to get your business up and running on XERO. Get valuable business advice from BVO accountants on real-time figures, all from within Xero, no matter where you’re located.
Xero is the world’s easiest accounting software, made in New Zealand, but accessible anywhere in the world.
- We work closely with you to provide tailored solutions and advice, to enable you to achieve your business and personal financial goals.
- We help you with your Xero setup and conversion.
- We teach you how to use Xero.
- We advise you on how to use Xero to run your business efficiently.
- We produce your annual accounts and tax returns cost effectively.
- We meet all your statutory obligations.
To discuss how Xero can improve your business give our Xero team a call on 09 520 4089 or email.