“It’s refreshing to have Chartered Accountants who see more than compliance. Since working with iif we’ve been able to make better business decisions, knowing we’re on the right path.”John Roche, AlphaNZ Technology
Tax & Tech
Proactive accounting and tax services, aided by clever apps to help save you time.
Strategy & Accountability
Strategic planning and direction, with continued support to control your future.
Build & Protect Wealth
Earn extra profits and develop an investor attitude to generate future wealth.
What makes iif Chartered Accountants so different?
In our experience, business owners get the most from their Chartered Accountant when they’re talking about more than just accounting and tax.
The value comes from conversations about cashflow, profitability, and working capital; conversations about structuring, asset protection, and minimising risk, together with investments, property, and wealth creation; then, finally, through conversations about accounting and tax – this comes at the end, not the beginning.
We’re focused on these conversations. We involve your other professionals, like your lawyer, risk advisor and mortgage broker, to ensure nothing falls through the gaps and that you’re in good financial health through your Financial Blueprint.
Aside from quality conversations and collaboration, here’s a fair few other reasons why you should work with us:
- Upfront pricing so you know what you’re up for
- Our on-boarding process for new customers, so we understand what’s important to you and your business (we don’t just trot out a standard package)
- We’ve been there and done that – as a high growth business ourselves, we understand the ups (and downs), which means we’re well placed to help you grow
Ultimately, we’re focused on:
- Making complicated accounting and tax simple, and introducing you to clever technology (like Xero) to save you time
- Improving the design of your business operations, keeping you in control
- Managing your cashflow and funding so you don’t miss opportunities (like that investment property) due to tight cash
- Growing and protecting your wealth by instilling an ‘investor attitude’, helping you become financially independent from your business or job
We do this by:
- Understanding where you’re at on the Business Growth Curve to identify what’s made you successful to date, and what’s holding you back from taking your business to the next level
- Meeting with you (generally) three times per year to review your situation, reset your tactics for the coming months, and to walk you through putting those tactics into play
- Looking at more than just accounting and tax (like by altering your revenue streams, developing an exit strategy, understanding your fixed capital requirements, or identifying your investment strategy)
Some of the people we’re endorsed by or work with include:
We’ve built a collection of resources that can help you manage your cash, increase your business’s profits, build personal wealth and more! Explore more below.
These are the questions we find we get asked the most, with quick and easy answers.
Selling your business?
In 5 weeks, learn how to maximise the value of your business and successfully sell it.
We’ve written several eBooks which offer a range of helpful financial tips and guidelines.
Blog & Business Updates
Our take on what’s happening in the world of business and tax.
Upcoming Events in Wellington
We’re proud to host a variety of events around Wellington that provide guidance and insight on how anyone can reach their financial goals. Check out the upcoming dates below!
Some Interesting Articles
Check out some of the things we’ve been discussing on our blog lately.
Video: Provisional Tax and its impact on Working Capital28 July 2017Confused about Provisional Tax, and how it can impact your Working Capital? Learn as Hamish goes over what you should be paying, and how you can make Prov Tax work for your business.
The Mandatory First Step in Creating a Personal Budget24 July 2017Looking to revamp your personal finance strategy? Here's the first thing you must do to be successful.
Stop Doing These 3 Things to Increase Profits and Decrease Stress24 July 2017We'll get straight to it: here are three things we think you should stop doing as soon as possible.
Cashflow and the Benefit of Routine24 July 2017Why we always advocate for not paying your suppliers early, and not paying them late.
Why We Hate Bartercard21 July 2017In essence, Bartercard is meant take some pressure off your cash resources by giving you a non-cash resource to make real payments. In reality, this adds up to more pressure on your cashflow.
5 Ways to Generate More Sales Leads20 July 2017How do you actually go about finding sales leads? That’s the tricky part. Here are a few ideas.
What is Tax Pooling?4 May 2017In this article, we look at what tax pooling is, how it works, and how it can benefit your business.
Demystifying ACC: Frequently Asked Questions4 May 2017Here’s the (as simple as it gets) run down on the Accident Compensation Corporation, and how their (seemingly random) invoices work for the self-employed.
What to expect
We know changing accountants can seem like more hassle than it’s worth – you may think we’re all the same, and the devil you know is better than the one you don’t. Rest assured, we’re different, and we make the change as simple as possible (we’ll even break up with your old accountant for you).
Yes, we may ask a few extra questions to get everything sorted, but long term you’ll be in safe hands and walk away with a Financial Blueprint for your business.
Here’s what works best in our experience:
Initial catch up (coffee or wine anyone?)
This is to find out if there’s common ground between us and if we want to work together. If there is, great, let’s keep talking. If not, no problem, it was good to meet you!
We’ll arrange a Discovery Session
The Discovery Meeting is designed to help us fully understand you and your business. This way, we’ll know what proactive advice you need to run your business.
If you’re open to it, we prefer to involve your other professional advisors in this session – this ensures everyone’s on the same page and driving you in the same direction. If you’re not working closely with other advisors, we’re happy to introduce you to people we work closely with (they attend at no charge, and no obligation).
After the Discovery Session, we’ll put some thought into the issues you’re facing, as well as your family and business objectives. We’ll then create your Financial Blueprint to work towards over the coming years. At this stage, you’ll receive some fixed prices so you know the investment required.
The recommended action plan typically covers:
- Accounting compliance and tax planning as required
- Business strategy that identifies how we can help you move through the Business Growth Curve
- Advisory work on any specific projects you need undertaken (like working capital analysis, or investment property growth plans)
- Working with your other advisors to make sure you’ve got things like your will, insurance, HR and debt structures sorted
Let’s get moving. We’ll arrange the transfer over from your previous accountant (we can break up with them for you if that helps). We’ll fit our blueprint around your timeframes and budget, so it works best for you.
A few other points to note:
- You won’t be offered a Gold/Silver/Bronze package. We think it’s better to tailor something specific for you and your business, based on our Discovery Session.
- You’ll get a fixed price quote before we start any work, which you can pay monthly.
- We’re not the cheapest accountants in town, but certainly aren’t the most expensive either.
- You don’t get charged extra for phone calls. You can call us at any time without worrying about the clock ticking.
Our philosophy is based on collaborating with you, your family, and your professional advisors on your financial health. In our experience, the best outcomes are achieved when everyone is on the same page and going the same direction.
We believe in fixed prices (we’ll try and let you know what you’re up for before we start work), old fashioned customer service (we give the same service you’d expect your staff to give), and making our customers’ lives as easy as possible.
We also believe in not passing you around the office, or from person to person. You’ll have one main point of contact, and another who knows what’s going on. This means there’s always someone around who can help you, and you get a continuity of staff member.
Director & Dogs Body
An issue he’s seeing regularly is business owners relying on “averages”. They’ll base decisions on the average month, and then feel pressured when they’re below average. We all know that there’s ups and downs in business – it’s about understanding when the downs are coming and planning appropriately.
If you’d like to catch up for a coffee feel free to get in touch – 021 752 270 or firstname.lastname@example.org
Manager & Surfing Expert
Developing our clients understanding of cash flow enables them to be ready for challenges when they arise instead of fighting fires after the fact.
We see many businesses hit tough times because they haven’t equipped themselves with enough capital or don’t have an understanding of debt to tide them through a dip in sales.
By analysing the business plan and processes with our clients we can better develop systems for mitigating cash flow issues before they arise.
If you are looking for someone to help guide your business get in touch for a coffee – 04 212 4977 or email@example.com
Manager & Camp Leader
She has spent time working in both large and small accounting firms.
She is a friendly professional with
a passion for helping business owners grow their businesses while ensuring they comply with their statutory requirements.
Out of work you’ll find Keitha spending time with her family, practicing yoga and trying out new recipes in the kitchen with a glass of wine.
If you have any accounting questions feel free to call, text or email at firstname.lastname@example.org.
Client Advisor & Commonwealth Games Qualifier
Outside of work she enjoys being outdoors: doing hikes, mountain biking or swimming. Charlotte enjoys spending time and having laughs with friends and family (this includes Indie the dog of course!).
Accountant & Xero Legend
Eugenie brings an attention to detail for the clients she’s working with, making sure everything is spot on.
That said, while we’re 100% paperless, you’ll still find her with a hand written to do list on her desk each morning – she thrives on physically ticking of her days tasks!
Outside of work Eugenie likes to visit local cafes and go on walks with her family and friends (more for the gossiping then the actual walking!)
Accountant & Office Go-to
Alex is here to apply his knowledge from his studies and get a better understanding of accounting so he can provide useful solutions to clients. Alex is keen to gain an insight into how small businesses operate, so that he can develop goals and objectives that will suit any client.
Outside of work you will find Alex in the Gym five days a week or playing a range of sports. Alex enjoys spending his free time with his friends and family. Maintaining healthy relationships is a big priority of Alex and he aims to translate this into every client he works with.
Office Manager & Keeping us all Sane
If you’ve got any questions, feel free to call her on 04 212 4977 or email email@example.com
We hire people-people
In your email, tell us something interesting about yourself. We’re more interested in finding out about you as a person, not your work experience.