Please answer these questions for us to know more about you and your business.

Personal Information

Name *   


Phone Number 

Company Information



Phone Number:

Email Address* 

 Describe your business:

  1. What type of entity is your business?   

  2. What are your monthly gross sales? (On Average)  

  3. How many bank and/or credit card accounts do you have?  

  4. On average, how many transactions per month do you have? (Both bank and credit card accounts) 

  5. Are your tax returns current? When was the last time you filed taxes? 

  6. How do you prepare your invoices? Do you want these done for you?  yes     no

  7. How do you pay your bills? Do you want this done for you?   yes    no

  8. Do you have inventory?   yes    no

  9. Are you GST registered?       no

  10. When would you need us to start?  




Contact us...

Office Location
22 Bridge Ave
Te Atatu South
Auckland, New Zealand

Phone: 021 374 007

...or make an appointment

If you would like to meet with one of our team to discuss your financial needs, please feel free to book an appointment with us.

Book your appointment