Business Advisory

Our Client Advisory Services team includes graduates fresh from study through to qualified and experienced business advisors who blend theory with innovative practice.

Our Consulting Services unit offers many services to clients outside the day to day accounting and tax issues. In today's competitive environment clients are looking for practical, innovative and cost effective solutions to improve their business. Our team of consultants can assist in many ways including:

Financial and Management

Compilation of financial statements for companies, individuals, partnerships, joint ventures and trusts
Preparation or review of all self-compliance tax forms for lodgement with the IRD
Management of the Shareholder and Director exposure together with maintenance of statutory minute books and directors' & shareholders' resolutions
Cash management planning, management accounting, projections and cash flows
Business & personal management services for high value individuals.

Cash Flows and Projected Financial Statements
We provide assistance with cashflow analysis and projections and advise on establishing robust projected financial statements.

Amalgamations
Our expertise in working with clients who have successfully undertaken and worked through amalgamations means we can offer valuable advice in the periods of pre, during and post amalgamation.

Financing Applications and Sourcing of Funds
Our consultants will help you identify the most appropriate source of funding and construct your application so that it presents the financial information needed in a way that is most likely to achieve a positive result.

Independent monthly report review
We provide an independent, objective review of monthly financial statements that have been prepared in-house. Often Directors prefer this review before presenting statements to their Board.

Setting up internal accounting systems and procedures
The set up of these procedures is critical to ensure accurate, timely information is being received. We can review your current systems and suggest solutions or work with you in setting up new systems.

Added value assistance using business intelligence process
Using innovative business intelligence software we can assess your business and provide added value solutions to improve profitability, cashflow and the value of your business. We can assist in identifying other areas of your business that may not be performing at optimum levels, and provide solutions.

Assistance in structuring your affairs
Our consultants work with our tax specialists in this area to provide you with an appropriate structure that works for you to protect your assets and for tax planning purposes.

Capital restructuring
Are you under capitalised? Over capitalised? Do you have the appropriate debt to equity levels? We look at these areas to ensure you are operating under the optimum capital structure.

Investment and Capital Expenditure appraisals
We can advise in situations where major investment is being considered ensuring the appropriate criteria are applied to the decisions being made.

Strategic Planning assistance
All businesses need a strategic plan, which incorporates a vision of their goals. This is the starting point for all businesses and should be linked into a business plan.

Business Plans
The process of developing a business plan ensures you consider vital issues often overlooked or not realised until too late. The plan should be documented and used as a basis for any decision making.

Human Resource Consultancy
We provide a consultancy service to assist businesses requiring practical solutions to everyday people issues. Key service areas include Training, Performance Systems, Health & Safety, Selection of Recruitment and all general day to day employment issues.

For further information or assistance you can contact:

AUCKLAND
John Wadams - john.wadams@staplesrodway.com
Kevin Pitfield - kevin.pitfield@staplesrodway.com
Sharon Norman - sharon.norman@staplesrodway.com
Peter Guise - peter.guise@staplesrodway.com
Denis Drumm - denis.drumm@staplesrodway.com
Nick Den Heijer - nick.denheijer@staplesrodway.com
Phil Pavis - phil.pavis@staplesrodway.com

CHRISTCHURCH
Ross Erskine - rerskine@se.co.nz
Lindsay Dick - ldick@se.co.nz
David McCone - dmccone@se.co.nz
David Dishington - ddishington@se.co.nz

HAMILTON
Rosanna Baird - rosanna.baird@staplesham.co.nz
Peter Bridges - peter.bridges@staplesham.co.nz

NEW PLYMOUTH
Philip Macey - philip.macey@staplestaranaki.co.nz

HASTINGS
Stuart Signal - ssignal@stapleshb.co.nz

TAURANGA
Neville Grey - neville.grey@staplestga.co.nz
Chris Downey - chris.downey@staplestga.co.nz
Shirley Seales - shirley.seales@staplestga.co.nz
David McGrath - david.mcgrath@staplestga.co.nz
John Donald - john.donald@staplestga.co.nz
Brent Rodgers - brent.rogers@staplestga.co.nz
Mark Robinson - mark.robinson@staplestga.co.nz
Lisa Benton - lisa.benton@staplestga.co.nz

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