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
• Budgets

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.

Future Growth

Operational 

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.

Strategic 

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
• Retirement 
• 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
• Companies
• HR Assistance
• Payroll Services
• Specialist Tax Advice
• Succession Planning
• Trusts

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.