Waikato Chartered Accountants & Business Advisors
Helping you find your time, mind and financial freedoms
WHO ARE WE
We are Waikato based Chartered Accountants & Business Advisors who can help your business thrive.
With offices based in Morrinsville, Matamata, Thames and Hamilton and a 100 year plus history of excellence and service, we have all your business needs covered.
Our diverse range of partners, industry experience and specialist skills makes us the perfect accounting firm for your business.
Accounting is our core and when it comes to business we’ve got you covered! But what we’re most passionate about is guiding your business to success, finding innovation solutions, efficient processes, and helping you reach your goals.
Work with our team and together, we can help your business thrive!
Our Services
Business
Accounting Services | ACC Risk Management | Business Advisory | Business Software Support | Payroll Services | Tax Specialist Advice
Farming
Accounting Services | ACC Risk Management | Agri-compliance | Benchmarking | Business Advisory | Business Software Support | Payroll Services | Tax Specialist Advice
Investments
Accounting Services | ACC Risk Management | Agri=co-compliance | Benchmarking | Business Advisory | Business Software Support | Payroll Services | Tax Specialist Advice | Trust Administration & Trusteeships
Dairy/Beef Farming
Accounting | Business Advisory | Business Software Support | This is a link
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Horticulture
Accounting | Business Advisory | Business Software Support | This is a link
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Trade
Accounting | Business Advisory | Business Software Support | This is a link
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Professional Services
Accounting | Business Advisory | Business Software Support | This is a link
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Trusts
Accounting | Business Advisory | Business Software Support | This is a link
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Property
Accounting | Business Advisory | Business Software Support | This is a link
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Our Core Values
Progressive
We are proactive and progressive in our approach to support your business. With our knowledge and expertise, we deliver a high level of service.
Driven
We focus on goals and solutions and help guide you through the journey to achieve your business plans.
Empathy
We work alongside you to support you through all areas of life and business. We understand the pressure that business can cause and provide independent support and advice.
Community
We are extremely passionate about our communities and take pride in getting involved and supporting in any way we can.
Approachable
Our door is always open and our team are always available to you. We believe in building long lasting relationships with our clients.
Recent News
Trust Changes
Looking Beyond Fines
Passion for supporting Dairy Farming
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
- 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.
