• Management - monthly, two monthly, quarterly and six monthly.
  • Provisional Tax monitoring - checking management results to ensure provisional tax obligations are accurate.
  • Accounting Systems Experience - Xero, MYOB, BankLink, iBizz and customised General Ledger package.
  • BNA - Business Needs Analysis. Identifying what's missing in your business and helping you fill the gaps.
  • Client & Business Assessment - problem or business focused mentoring.
  • Compliance - annual accounting, GST, PAYE, ACC and FBT.
  • Wealth Creation - program developed by Heather Smith which identifies people's money values. This is used to formulate a retirement strategy. Including annual review of strategy, to ensure clients stay on target.
  • Business mentoring with 1/4 action plans and annual reviews.

If there are any other services that you require, please contact Heather directly on either 03 348 8809 or email

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