The issues facing business today are many and varied. Whether you are a start-up venture or a business looking to broaden its' horizons, our team can guide you in the right direction.
Our skilled business advisory team members have a wealth of knowledge and experience and work closely with you to provide innovative and practical solutions tailored to your requirements.
Walthall Ward offer a number of services. We are happy to answer your queries, whether they be big or small, in easy to understand English.
We have extensive expertise in all areas of New Zealand business. You will find us professional, personable, trustworthy and confidential.
In addition to our services listed below, we now offer Service Plans.
Annual Accounts/Tax Return
Preparation of annual accounts for all entities together with taxation returns, as required.
We can act as your agent for all of your ACC related matters. The advantages to you are:
- You can rest assured in the knowledge that your levies are correct, and have been minimised
- We will advise you on the best options available to you for your ACC cover
- We will keep you up to date with any changes in ACC legislation that may affect you
Business Sale or Purchase
We can undertake or provide support in a business sale transaction in terms of price determination, assisting with sale negotiations, liaising with solicitors with respect to legal documentation and advising on structuring to ensure tax efficiency.
On the purchase side we assist with negotiations, advise with respect to pricing, manage due diligence and liaise with the solicitors with respect to finalising contract documentation.
Cash Flow & Budget Reports
Preparing of cash flow and budget reports and assistance with reaching goals.
Let us help you make the right choice when it comes to accounting software. The use of relevant and appropriate software is crucial in order that businesses have the ability to generate relevant management reports on a monthly basis, integrated with budgeting and cash flow forecasting models. Having the right information enables business owners to make decisions on a well-informed and timely basis thereby minimising risk.
Choosing the right system for your business can be a difficult one. There are many different accounting packages available in New Zealand. Our staff are trained on a number of accounting software packages and can recommend and install a package to suit the requirements of clients. Full training is provided, if required, together with ongoing follow up assistance.
Preparation of GST returns, FBT returns, PAYE, etc. Preparation of Annual Returns and all other requirements relating to The Companies Act 1993.
Protect your rental property investment - Tenant Credit Checks PCF-Landlord Check-Tenant Consent Form.pdf
Protect your business investment - Employee Credit Checks PCF-Pre-Employment Check-Employee Consent Form.pdf
The rules relating to FBT payments change on a regular basis.
We are also able to advise on the FBT consequences of proposals you intend to make, allowing you to make fully informed decisions.
Rather than paying excessive amounts of FBT, we can assist with the development and administration of a cost-effective employee benefit plan.
GST legislation is an area we know like the back of our hand. We are able to offer accurate, timely assistant in a number of areas. These include
- Registration queries
- Preparation of GST returns
- Filing and adjusting GST returns
- IRD audit assistance
- Specialist events involving GST – e.g. sale or purchase of property
Inland Revenue Department Audits
Managing income tax and GST audits in our office and dealing with all Inland Revenue Department queries on your behalf.
Preparation of monthly, quarterly or other periodical management accounts as required, monitoring performance to budget and keeping clients "on track".
We have a particular interest in taxation planning and enjoy structuring our clients' financial affairs to ensure tax is minimised. It is essential that clients contact us before major transactions are completed to ensure the most tax effective structuring.
Trust and Estate Planning
Advice on setting up and operating both family trusts and trading trusts. Financial structuring with trusts to ensure asset protection and tax minimisation. We are also happy to accept trustee appointments and provide trustee services.
The above are just a small sample of the diverse range of services provided by Walthall Ward Limited
Please contact us to discuss your particular needs.
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