Affordable and accessible chartered accounting services for Kiwi businesses

FROM HELPING TO GET THE FOUNDATIONS RIGHT WHEN YOU'RE STARTING OUT, to planning your exit strategies or navigating pandemics, WE CAN HELP WITH A WIDE RANGE OF BUSINESS ADVISORY ACCOUNTING SOLUTIONS.

Business set-up

FOR EXPERT ADVICE ON SETTING UP OR PURCHASING A BUSINESS:

  • Due diligence
  • Financial planning
  • Structure advice
  • Company setup and IRD registrations
  • Accounting systems and Xero training

Compliance accounting

HELPING WITH THE BASICS TO KEEP THE TAXMAN HAPPY:

  • Annual financial statements
  • Business and individual income tax returns
  • Tax advice and planning
  • Company and trust record management (including filing of company annual return)

Management accounting

FOR WHEN YOU'RE LOOKING TO GAIN MORE KNOWLEDGE ABOUT YOUR BUSINESS:

  • Management/periodic reporting
  • Benchmarking
  • Financial forecasting
  • Budget comparisons
  • KPIs and data analysis
  • Payroll
  • Xero conversion

Business development

FOR WHEN YOU ARE READY TO EXPLORE GROWTH AND EXPANSION OPPORTUNITIES:

  • Strategic business planning
  • Business improvement
  • Financial strategies (business and personal)

Business disruption support

UNDERSTANDING AND SUPPORT WHEN YOU NEED TO NAVIGATE THE UNEXPECTED:

  • Risk management
  • Business continuity and tactical planning
  • Cash flow forecasts
  • Recovery plans
  • Administrative processing

Consulting

HELPING TO FILL SERVICE GAPS OR WHEN IT'S TIME TO SELL:

  • Virtual accounting department
  • Virtual SFO services
  • Software evaluation, implementation and training
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James Mooney

Director Family Physio

Cass has been our accountant for four years now.  We started off as employees and are now business owners.  Cass has been a wonderful source of knowledge and guidance through the setup process and early growth phase of our business.  

David Dovey

Director Exceed Franchising Limited

Cassandra & Money Metrics have been involved in our national franchise business since 2010.  Initially undertaking book keeping roles in the business but within the last four years this position has evolved to that of a financial controller.