Our advisory services are designed for clients of all sizes, in all sectors, to improve business performance, boost profit margins and/or reduce costs. Our advisory team provides personalised services based on your unique needs.

We can help you step back from the day-to-day and focus on the bigger picture. We have a wealth of knowledge when it comes to business, and we can help you to navigate business growth successfully.

We offer services that are registered with the Management Capability Development Fund. Small businesses may qualify for funding to help pay for services such as training workshops, courses and coaching that build the management capabilities of their owners and key managers. For more information on the Management Capability Development Fund or to see your eligibility visit www.regionalbusinesspartners.co.nz

Our range of services includes but are not limited to:

• Financial and management reporting, including virtual CFO services
• Business planning, structuring and succession planning
• Tax planning and compliance
• Cloud accounting, automation and process innovation

Contact Gaylene Findlay to learn more about BDO Taranaki’s Business Advisory Services.

It can be tough getting your business off the ground in a competitive world and often business owners can get easily bogged down in the day to day of running their business. To help you get underway in your new venture, BDO is offering a unique service to support those new to business in Taranaki - the BDO Business Incubator.

At BDO, we understand the pressures of starting up a new business. The BDO Business Incubator assists with accounting and tax administration while getting you up to speed on the fundamentals of business which can sometimes take a backseat to what really matters - getting your business off the ground and making sales happen.

As a BDO Business Incubator member we will work to understand your needs and establish a package that is right for you, paid as a fixed monthly fee, so there is no surprises at year end. We offer a discount for the first two years to get you underway.

• Dedicated BDO Advisor
• Updates for new and emerging businesses
• Professional networks
• Funding
• Software discounts and set up

Contact Erin Gall to learn more about BDO Taranaki’s Business Incubator program.

BDO Taranaki has a team of tax experts with the skills and experience to match your tax needs, whether you are an individual, sole trader, small business, or large business. Our diverse tax team can help you with compliance-based queries, navigate the legislation, assist with Inland Revenue enquiries, conduct complex business transactions, look for efficiencies, side step pitfalls and meet your compliance obligations.

Our range of services includes but are not limited to:

• Tax centres of excellence - experts in GST, FBT and PAYE         
• Business and Personal Tax Planning - includes establishing optimal business structures, tax due diligence, entry/exit strategy planning.
• International Tax Compliance - we have international tax experts available to ensure you comply with international tax laws.
• Emissions Trading Scheme - we can advise you on current legislation and the steps you need to take to protect your forestry assets.

Contact Dianne Roberts and Donna Greenlees to learn more about BDO Taranaki’s Tax advice and consulting.

From high-level board meeting attendance and report preparation assistance to day-to-day transactional processing - a virtual CFO can help with all your financial needs.

• Monthly/quarterly reporting and trend analysis.
• Providing a technology focus of effective operational systems, cloud acceleration and system integration.
• Ongoing compliance monitoring.
• Analysing finance team processes ensuring controls are adequate for the size of your organisation.
• Problem solving is at the heart of a great CFO. We will collaboratively come up with the best possible outcome, utilising a broad range of expertise throughout the BDO network.
• Providing strong governance to businesses that have evolved from small and growing into medium and large organisations. We will assist the owners and CEO’s to ensure robust governance structures are in place which will create personal comfort and allow them to focus on what they love doing the most.

For more information, contact Nicole White or Erin Gall

With our local Agribusiness team of 30 we will work with you to ensure we understand your business. We have a unique skill set including a broad banking background, practical farming experience and a technically competent team with strong industry relationships. Our team approach means there’s always someone available to assist you, someone who knows your business.

Some of our key roles include:

• Tax preparation and planning
• Assistance with financing, cash flows, financial statements, reporting and business plans
• Farm accounting software training and support
• Restructuring
• Succession Planning
• Governance
• Payroll and bookkeeping 

Learn more about our Agribusiness team in Taranaki here, or contact Chris Harvey or Donna Greenlees for more information.

BDO Taranaki provide a full range of independent audit and assurance services, including audit and review engagements, agreed upon procedures and specialist assignments including organisational reviews.  This can include financial reporting, forensic services, internal audit, management advice on systems and performance, R & D grant reviews, structure and governance reviews

We pride ourselves on delivering exceptional, tailored services using globally recognised methodology and technology. Whether the audit is a legislative requirement or requested for a special purpose, we're committed to a high level of service and expertise.

Our service is based on clear communication, quality and timeliness and a service culture that will exceed your expectations. 

Contact Steve Waite to learn more about BDO Taranaki’s Audit and Assurance.

We advise on the use of Cloud based software and applications that maximise efficiencies and provide timely and transparent information. In this way, we can help you to understand what is going on in your business and allow you to focus your ongoing efforts on the right areas of your business.

Contact Melissa Peters to learn more about BDO Taranaki’s Software Services.

Pop into our New Plymouth office between 9am - 11am on Wednesdays and receive FREE Xero help with one of our Xero certified staff members. We will sit with you one on one to work through any queries you may have and if you are not currently using Xero, come in for a demo. No appointments needed - just show up!

BDO New Zealand is the biggest single user of Xero in the world and has successfully helped over 10,000 New Zealand clients access its’ benefits.

Whether you are wanting to learn some tips & tricks to get the most of your Xero, or you are interested in a demo to see how Xero could help your business, our Xero certified staff members are available to sit with you one-on-one to work with you.

For more information, contact Melissa Peters.