In these pages, we give you a taste of what we're about - but the best way to find out if and how we can help you to enhance your specific business and lifestyle is to arrange a free, no-obligation, initial "meeting". This is not to see if we can convince you to sign on with us. It is to help us get to understand your business, and for you to work out more clearly what you want from an accountant. If at the end of it we're both interested in going further, then we can discuss the options. Otherwise, at least you will have a clearer idea of what you're looking for to help you achieve your goals.
These days Skype lets us "meet" virtually. This removes the restriction that used to limit us to our part of NZ. Clients range from the big smoke in the North to the West Coast of the South Island. The only thing we ask is that you schedule up to an hour for the meeting to minimise interruptions.
Accounting and tax tasks have to be done with professional integrity, but on top of what we hope applies to all professional (CPA or CA) accountants, we think three things might appeal to you.
The biggest difference between us and most other accountants is our use of the internet. Email's long been a part of daily life for most businesses - but for us, it's like the air that we breathe. We don't even have an office down town any more. Initially, this was a reaction to health issues, combined with the economic recession, but now we have no desire to go back. We and our clients enjoy the freedom of this way of working - although it has taken some getting used to for both clients and us.
When we need to talk with clients we usually use Skype or Zoom, although we still use phones. We also use TeamViewer, which allows us to talk with clients while working with them on their computer. When we need to transfer large files we use DropBox (small files are emailed or sent via TeamViewer). If you're unsure about the whole "virtual accountant" thing, give us a call and we'll show you how it works.
As for accounting software - it doesn't have to be "cloud" based for us to work over the internet. Most of our clients still use the faster desktop software. We're happy to work with and advise on any mainstream accounting package tailored for NZ, or even to look at international packages.