Upcoming Events

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We’re proud to host a variety of events that provide guidance and insight on how you can reach your financial goals.

Check out our calendar of upcoming events that will help you build wealth for the future below.

How Small Business Owners Can Accelerate Their Growth

8 April 2018

Business Briefs: Current Account Fundamentals

19 March 2018

Business Briefs: Tax on Land

19 March 2018

Business Briefs: Vehicle Finance

3 March 2018

Video Series: A Successful Business Exit

3 March 2018

Reducing Tax: Current Accounts and Financial Statements

2 March 2018

Making Your Business An Investment

15 February 2018

Business Briefs: Where’s my money gone?

7 February 2018

Where’s my money gone?

5 February 2018

5 Simple Tricks to Improve Your Weekly Team Meetings

17 January 2018

Why most business owners never sell their business (and what you can do about it)

10 January 2018

“Simplifying” Provisional Tax: Accounting Income Method

4 December 2017

Gain a massive advantage through Xero

4 December 2017

The impact of discounting

9 November 2017

What the election means for taxes  

9 November 2017

The Bright-line test

31 October 2017

Business Briefs: Dealing with ups and downs in your business

18 October 2017

What do my accounts mean?

17 October 2017

Six questions you should ask your customers

17 October 2017

Where to begin with digital marketing

12 October 2017

A recipe for success.. the Velocity way

6 September 2017

Business Briefs: Where Did My Money Go?

6 September 2017

Business Briefs: Provisional Tax and its impact on Working Capital

28 July 2017

The Mandatory First Step in Creating a Personal Budget

24 July 2017

Stop Doing These 3 Things to Increase Profits and Decrease Stress

24 July 2017

Cashflow and the Benefit of Routine

24 July 2017

Why We Hate Bartercard

21 July 2017

5 Ways to Generate More Sales Leads

20 July 2017

What is Tax Pooling?

4 May 2017

Demystifying ACC: Frequently Asked Questions

4 May 2017

Meet the Team: Charlotte White

12 April 2017

Are there any nasty tax surprises heading your way?

15 March 2017

Your “Financial New Year’s Resolution”

15 March 2017

Top 13 things to get right this tax year ✓

15 March 2017

Tough Times & Business Owners

7 March 2017

Our Tips for Receiving Payments

13 February 2017

How Do You Monitor Performance?

13 February 2017

3 Steps to Create a Plan for Your Money

13 February 2017

Holiday Trips

17 January 2017

Who, when and why to sell your business

16 January 2017

What does December 2017 look like for you?

16 January 2017

How much cash does your business need to survive?

16 January 2017

What’s holding your business back?

7 December 2016

“2017 is the year I’m going to……..”

7 December 2016

Don’t be on the tax man’s “naughty list” this holidays

7 December 2016

Why having a break is the most productive use of your holidays

7 December 2016

Meet the Team – Hamish Mexted

8 November 2016

11 ways to increase the value of your business.

8 November 2016

7 Slip Ups Your Business Needs to Avoid

8 November 2016

Wash, Rinse, repeat – How to run your business like a business

8 November 2016

ACC Invoices

8 November 2016

Xero Tips and Tricks

8 November 2016

Meet the team – Alex Silverwood

11 October 2016

We’ve turned 5…here’s 5 things I’ve learnt over the last 5 years

11 October 2016

Time for a Wake Up Call

11 October 2016

Bringing Big Data to Small Business

11 October 2016

Common Mortgage Mistakes to Avoid

11 October 2016

Top Five Tips for New Business Owners

11 October 2016

Business Valuations 101

15 September 2016

Referral Relationships – The Best Pyramid Scheme

14 September 2016

Meet The Team – Julia Kelly

14 September 2016

Trust Management

14 September 2016

Expenses: What can I claim?

14 September 2016

Accounting 101

14 September 2016

Team Building – Getting on the same Wave

24 August 2016

The Importance of a FAQ page

24 August 2016

Fringe Benefit Tax

24 August 2016

The 3 dreaded days of a business owner

24 August 2016

Loan-To-Value Ratio

24 August 2016

Meet The Team – Keitha McClure

24 August 2016

Cash Flow

24 August 2016

Designed Strategy

13 July 2016

Facilitating Plans

13 July 2016

Get the Real numbers on the Business

13 July 2016

Design Challenge

13 July 2016

Life is more fun when you don’t compare

20 June 2016

The Simple way to get better at business writing

20 June 2016

Meet the Team – Riann Umaga-Marshall

20 June 2016

Buying a business? What to look out for!

20 June 2016

Wealth Creation

16 June 2016

We’re hiring!

13 June 2016

Volatile Times – The Ups and Downs of Business

12 May 2016

Why you need to know your cash daily

12 May 2016

Cashflow

12 May 2016

Getting your Cycle On

12 May 2016

Lending Structure and Appropriateness

12 May 2016

Two assumptions, three things which create problems, and how it impacts business design

9 April 2016

Designing your Business to work for you

9 April 2016

The answers to 5 financially embarrassing questions, goals and tall poppies.

9 April 2016

What is each customer worth to you?

9 April 2016

Party like it’s 2017

9 April 2016

What’s Holding your Business Back?

9 April 2016

The answer is Now….

9 March 2016

How to funnel sales into your business

9 March 2016

Planning for the unexpected – Estate & Risk Planning

9 March 2016

Even profitable businesses can fail

9 March 2016

Why Every Business Owner Needs To Know Their Cash Balance?  

10 February 2016

How to Win Lotto

10 February 2016

 Top 5 best practice things people should have in their Business systems

9 February 2016

Accountants, personal trainers and your business

9 February 2016

The Million Dollar Question – What Do I Wish Entrepreneurs Would Ask?

9 February 2016

Dick Smith, fancy accounting, why the bank pulled the pin and our thoughts on vouchers

13 January 2016

Sales Reps & Their Top 5 Mistakes

13 January 2016

Business roadblocks, and how to overcome them

13 January 2016

David Bowie: The business genius

13 January 2016

Accounting & Tax on Christmas Presents

2 December 2015

Meet The Team – Pritesh Chavda

2 December 2015

Accounting – It’s Like Another Language

2 December 2015

The Holiday Season – A time for Reviewing your Big Picture

2 December 2015

What’s Holding your Business Back?

2 December 2015

How much cash does your business need to survive?

5 November 2015

Zendesk

5 November 2015

Charging For Time

5 November 2015

Meet The team: Round Two – Riann

5 November 2015

How to boost profits using Behavioural Science

30 September 2015

Paperless Future

30 September 2015

Small Business & the Benefits of a Digital Presence

28 September 2015

Push The Buzzer!

28 September 2015

Meet the Team: Shreyas Gadgil

28 September 2015

Xero Seminar

12 August 2015

Own A Rental Property?

12 August 2015

How Do We Manage Our Money?

12 August 2015

Meet The Team: Hamish Mexted

12 August 2015

Create A Problem That Your Innovation Solves

14 July 2015

ACC- What Am I Paying For?

14 July 2015

Meet The Team: Eugenie Jones

14 July 2015

Improving Your Lead Conversation In 6 Steps

14 July 2015

Business Is Just Like Sailing

14 July 2015

TIP: Using Xero and have an iPhone?

23 June 2015

Budget 2015 – Tax Law Changes

20 June 2015

Business Performance – Getting a Grip on your Numbers

20 June 2015

Post-it notes: Surprisingly Persuasive

20 June 2015

Disaster Planning – Keeping your business running

20 June 2015

Meet the Team: Riann Umaga-Marshall

7 May 2015

Throw away that paper

7 May 2015

Making money from free shipping

7 May 2015

Seeing through the data

7 May 2015

Meet the team – Claudia Wicki

16 April 2015

Rental property changes

16 April 2015

Work on your business, not in it (ha!)

16 April 2015

Questions for the New Year

16 April 2015

Quick Xero tip – making Bank Reconciliations easy

11 March 2015

Xero Payroll is here!

11 March 2015

Year end tax tips

7 March 2015

Here’s an exciting opportunity…We’re hiring!

27 February 2015

Measure your marketing

11 February 2015

Six tips for successful referrals

11 February 2015

Your customers & late payments

11 February 2015

Accounting & Tax on Christmas Presents

15 December 2014

Cashflow tight? Here’s some tips to get your hands on your cash.

28 July 2014

Buying a car and minimising your tax

28 July 2014

Health & Safety Law Changes – Staying compliant & staying safe

3 July 2014

Get more out of your employees

3 July 2014

We’re hiring!

23 March 2014

Four ways to increase your profit

7 March 2014

Business partners, death and keeping everything going

7 March 2014

What will the next financial year bring you?

2 February 2014

Advisory boards – A powerful management tool for businesses of all sizes

2 February 2014

Stop doing these three things…

27 January 2014

Save time and get your payroll sorted

21 January 2014

Charging time for contactors

13 January 2014

Xero – Purchase Orders

11 November 2013

Understanding ACC

4 November 2013

Free Wine!!

30 October 2013

And now for something completely different…a hijacking (of sorts).

30 October 2013

Worried about the new Reserve Bank lending rules? Fear not.

29 October 2013

What does good record keeping look like?

22 October 2013

How Chartered Accountants manage their money

15 October 2013

Spring has sprung

18 September 2013

Vend – damn good point of sale software

30 July 2013

Unleashed

18 July 2013

QuoteRoller…irresistable proposals

12 July 2013

Timely…Online Appointment System

24 June 2013

Xero’s great, but what’s next?

13 June 2013

Another year rolls by…

8 April 2013

Tax Changes

12 March 2013

Cloud computing

12 March 2013

Monitoring your Performance

9 March 2013

Year End Tax Planning

9 March 2013

Get the weed sprayer onto your business processes

11 December 2012

Accounting doesn’t have to be gobbledygook

11 December 2012

Build your business over the holidays

11 December 2012

Taxman and your Summer Break

11 December 2012

How to get more from your accountant

12 November 2012

Go us!

30 October 2012

Minimise compliance costs, maximise business value

1 October 2012

Debtor problems?

14 September 2012

When your Startup is Dead

10 September 2012

Money Week

30 August 2012

Tax and GST reminder

17 August 2012

Budget? Cashflow Forecast? Help!!!

6 August 2012

Customer payment times…what’s happening for you?

25 July 2012

Home based businesses

19 July 2012

Checklist for a great accountant

12 July 2012

Business plan competition

20 June 2012

What should you expect from your accountant?

18 June 2012

Slow payers are like pulling teeth

14 May 2012

Happy new year!

3 April 2012

How your accountant should be helping you…

19 March 2012

Upcoming Seminars

6 March 2012

Lessons from Contiki

13 February 2012

Think before becoming a Trustee

2 February 2012

The impact of slow payers

30 January 2012

Source of new ideas

19 January 2012

Ever considered an Advisory Board?

11 January 2012

The empty mini-putt

9 January 2012

New Year’s resolutions

13 December 2011

Have you thought about your key internal processes?

8 December 2011

Upcoming presentation and networking opportunity

2 December 2011

Preventing fraud

30 November 2011

What’s left after the RWC and the election??

28 November 2011

Change accountants

25 November 2011

Perils of the cloud

21 November 2011

Good HR = more profit

15 November 2011

The big bad wolf…

11 November 2011

What’s annoying your customers?

9 November 2011

The election and your business

8 November 2011

Who’s on your team?

4 November 2011

The best time to switch

1 November 2011

Say goodbye to your accounts…

25 October 2011

Rugby in your business?

21 October 2011

Some ratios to calculate

19 October 2011

Using ratios to measure performance

17 October 2011

Switching accountants – not so hard to do

12 October 2011

KPIs in your business

10 October 2011

How to keep your accounting fees down

7 October 2011

So what can my year-end accounts tell me?

5 October 2011

Customer churn

3 October 2011

Is cash king in your business?

27 September 2011

So what should my accountant be helping me with?

25 September 2011

A bit about iif

22 September 2011

SOME ARTICLES YOU MAY BE INTERESTED IN

We’d love to hear from you


 
Whether you’d like to schedule an appointment, grab a coffee, or ask a quick question about tax or growing a business, we’d love to hear from you.
04 212 4977
[email protected]
Wellington: Level 9, 57 Willis Street (access also available from 62 Victoria Street)

Porirua: 13 Marina View, Mana
PO Box 10690, The Terrace, Wellington 6143

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