Specialist Services Divisions
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Accountancy is highly specialised and requires expert knowledge, in addition to this, tax-related legislation and changes in accounting practices emerge regularly making it difficult for a non-professional to keep up with current regulations.
With our knowledge and proactive approach we deliver a consistent, high level of service, building a solid relationship with you which will stand the test of time.
Accurate record keeping is an essential requirement for monitoring the financial health of your business, and for making business decisions.
CooperAitken are chartered accountants and therefore we offer a full range of accounting and taxation services including:
- Preparation of annual accounts and GST returns – we will ensure you are making full and proper use of your allowable expenses and deductions.
- Cashflow projections and budgets.
- Taxation advice and planning (see the Specialist Tax Advice tab).
- Financial planning, such as the best way to obtain new equipment, or how to raise cash.
IRD and Banking
We also handle enquiries with IRD on your behalf, and can assist with your ongoing relationship and negotiations with your bank.
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.
We have advisors who can review your ACC.
This will ensure you have the right type and level of cover, and your levy is based on the right classification.
In addition, we can discuss experience-rating and how you can obtain levy discounts by working to reduce risks in your workplace.
In 2016 CooperAitken co-developed ‘AgriSmart’, an award winning timesheet and payroll system to provide a missing solution for our rural clients.
What is AgriSmart?
AgriSmart is software that manages the timesheets and payments for employees on the farm. In addition, AgriSmart offers modules for Health & Safety, full Employment Contracts and Jobs and Billing for off the farm contracting.
AgriSmart is compliance software for the Dairy Industry:
- Heath and Safety templates
- Employment Contract templates
- Invoicing capacity
All tidy and secure in one place.
Key features include:
- Instant measure of Rostered Time Off, Holiday and Sick Leave entitlements – Easily email timesheets to employees for various compliance procedures
- Jobs and Billing for sundry farm sales and off the farm contracting
CooperAitken can help you throughout your life… when times are tough and when times are good!
Starting a New Business?
CooperAitken can advise on the best structure for your new venture (Sole Trader, Partnership, Company, Trusts and other options).
Correct financial and management decisions made early in your business planning are crucial for your business survival and save 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 professional 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 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
Our dedicated Company Administration team has the specialised knowledge needed to ensure your company is incorporated and IRD registered, accurately and efficiently, with all statutory documents prepared.
Our Company Administration service will also ensure your company remains compliant, by taking care of company annual returns, maintenance of statutory records and registers, director appointments and resignations, company name changes, share transfers, share increases/decreases, preparation of resolutions and minutes, and deregistration of your company when it is no longer required.
When a company structure is the best solution for you, let our company administration team take care of the formation and compliance, to give you confidence and peace of mind.
We have Human Resource expertise available to help with a range of staffing aspects including expertise to assist the staffing of farming operations.
Your staff are one of your most important assets. We can assist you to get the best out of your team.
- Annual Reviews
- Employment issues
HR assistance can range from ‘hands on’ practical help to a quick phone call. Seeking a little help and advice early can save you time and money later.
Administering your payroll can be time consuming, plus employment legislation is growing increasingly complex.
We can relieve you of this burden with our payroll service.
Payroll assistance includes help with:
- Filing at the IRD
- Sick Pay
- Annual Leave
- Analysis of staff costs
- Administration of incentive and bonus schemes
Even if you only have a few employees, you can make savings by engaging us to administer your payroll.
We offer a selection of tax accounting services Coromandel and Waikato wide including annual accounts, GST legislation, tax facts, tax legislation changes and key dates.
Our knowledgeable and experienced tax accountants will provide you with tailored advice and concrete solutions that can help your business get the best results and ensure you only pay as much tax as you need to.
A trust provides a valuable way of protecting the assets that you have accumulated for the benefit of yourself and others, usually your family.
If you are a trustee of a trust there are many obligations and responsibilities that you need to observe.
CooperAitken have a dedicated trust team that can provide all the necessary trust administration including helping you with:
- Keeping your records of your trust well maintained
- Reminding trustees of significant milestones and dates
- Liaising with the trust’s solicitor
- Arrange trust meetings
- Prepare meeting agendas
- Complete meeting minutes to ensure the documenting of all major decisions
CooperAitken can also act as an independent trustee of your trust.
The appointment of an independent trustee helps to ensure the integrity of the trust and where this is the case, we will also manage the trust administration for you.
CooperAitken organises many topical workshops, seminars and hands on training session 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 the Chartered Accountants Association NZ working group updates