Helping businesses thrive for over 100 years
COVID-19 ADVISORY FUNDS
HAS YOUR BUSINESS BEEN IMPACTED BY COVID-19?
We can offer you FULLY FUNDED business services to help you and your business through COVID-19 and get you started planning for tomorrow.
Chartered Accountants serving
Waikato and Coromandel regions
for over 100 years
We are a well established Chartered Accountancy firm based in Morrinsville, Matamata and Thames with a history of excellence and service to our rural, commercial and personal clients.
We are a strong team of over 100, with a diverse range of specialist skills and industry experience, a unique and progressive team of 8 Directors, and dedicated experts across our 10 Specialist Services.
Our philosophy and core purpose is to work closely with our clients, assisting them throughout business and life, ensuring you get high quality advice, and the support you need to succeed.
Work with a team who can help your business thrive!
Our Specialist Services
More than just accountants
ACCOUNTING SOFTWARE SUPPORT
TAX SPECIALIST ADVICE
TRUST ADMINISTRATION & TRUSTEESHIPS
A team united in purpose, passion and vision
Peter Hexter, Director1 of 9
Grant Eddy, Director/CEO2 of 9
Amy Coombes, Director3 of 9
Deborah Hollands, General Manager4 of 9
Rory Noorland, Director5 of 9
Gavin Haddon, Director6 of 9
Carissa Cressy, Director7 of 9
Coral Phillips, Director8 of 9
Anna Bennett, Director9 of 9
Our Core Values
strength in Numbers
Help With Your Business
CooperAitken can help you throughout your life… when times are tough and when times are good!
We can advise on the best structure for your new venture whether that be as a Sole Trader, a Partnership, a Company, or a Trust and other options. Correct financial and management decisions made early in your business planning are crucial for your business survival and save you time and money in the future.
Let us help you prepare:
- Business Plans
- Cashflow Projections
The above are excellent tools to help you keep track of the dollars and essential when looking for finance.
- A Marketing Plan to ensure you have the processes in place to reach your target customers more effectively and profitably.
- A Strategic Plan to ensure your personal aspirations are realised.
Growing and Managing Your Business
Got an idea or need a solution?
Talk to us because we get to know your business almost as well as you do, particularly the financial side.
Having input from someone who knows your business, is professionally qualified and does not have the same emotional attachment is priceless. It provides you with another independent person to discuss plans with, or bounce ideas off.
Creating a plan from your ideas
We can help you translate your ideas into plans. We create action plans together with profit forecasts, break-even analysis and cashflow forecasting, and we put systems in place to monitor all of these.
We have qualified teams who can assist you with strategic planning and the implementation of these plans.
How do you compare?
How is your business performing compared with your competitors? What is the average bottom line?
Are you spending enough on advertising? Too much on rent? How do your staff costs compare?
We can help with all of this by providing you with benchmarking reports, and interpreting them with you to develop business strategies to improve your bottom line.
Growing your business is great, but it can present some ‘nice to have’ problems. For example, you may not have the desire to recruit additional staff to carry out administration such as accounting, payroll, HR and marketing. CooperAitken has an experienced team who can look after this for you.
Planning ahead is vital. We can assist with interpreting and providing financial information and advice to better prepare for:
- Buying and/or merging a business
- Selling a business
- Succession planning – allowing you to step away from your business
- Success Planning
- Estate Planning – make sure your assets are dealt with in the manner you choose
CooperAitken organises many topical workshops, seminars and hands on training sessions throughout the year.
These are held for our clients, the public and our professional peers.
We are proud to provide these services to share important and timely information.
Our events include:
- Financial growth and business success seminars
- Practical financial software workshops – Xero, MYOB, BankLink, etc
- Communication and customer service courses
- Guest speakers on topical issues
- Specialist Services – ACC, Trusts, Human Resources, etc
- Hosting IRD update seminars
- Hosting Chartered Accountants Association NZ working group updates
Our team have comprehensive and up to date expertise, ensuring we are capable of providing you with timely and effective advice:
- Accounting Services
- ACC Review
- Accounting Software Support
- AgriSmart Software
- Business Advisory
- HR Assistance
- Payroll Services
- Specialist Tax Advice
- Succession Planning
CooperAitken are leaders in Software Services and Support. We have certified consultants for all major software brands including achieving Platinum Partner status with Xero and Silver Partner status with MYOB.
In 2016, we co-developed ‘AgriSmart’, an award winning timesheet and payroll system to provide a missing solution for our rural clients.
We recognise that clients sometimes need help deciding which software is best for them to use and how to get the very best out of it.
We can assist you with advice on selecting the accounting system that is right for you and provide you with training, set up and implementation.
The right accounting system can help you to make smart business decisions through clear financial and management reporting.