Traditionally, accounting practices are about compliance; what IRD and the Companies Office tell you to do. They are not focused on helping your business achieve the success you desire, but instead, ticking the boxes to keep the authorities happy.  Read on to find out why we are different!

 

Why choose Sass? Whilst we do provide these ‘compliance’ services to our clients, we like to focus on the accounting services that will give you the right information and modern tools to take your business to the next level, whatever that maybe. We emphasise on analysing, planning, thinking outside the box, looking forward, and dealing with real time data (we love cloud solutions), rather than spending too much time looking back. 

 

What accounting tools do we use? With tools such as management reports, budget and cashflow forecasts, reviews and regular catch ups, you have the confidence to know where your business is heading, know what is working and what isn’t and make informative decisions. We also like to ensure that you understand your numbers and we talk to you in plain language.  

 

How do we work with our clients? We prefer to work with our clients throughout the year, not just at the end of the year, as it gives us the opportunity to make a difference before it's too late. It also allows us to keep on top of your tax obligations to ensure that you are paying enough or not paying too much.  We prefer to bundle our clients services they require over the year into a monthly fixed fee - this truly allows us to be proactive for our clients.  

What is our true major point of difference?  Definitely, the way we work our fixed fees and work with our clients throughout the year, whether through accounting, bookkeeping or consulting.  But, also with our Ysite!  We have developed our own cloud based program just for our clients.  The Ysite makes it even easier for our clients to work with us and find what they need, when they need it.  All fixed fee clients get standard access to our Ysite.

 

4 Simple Steps:

Step 1: Start with a free consult. We learn about you and your business and you learn about what we can do for you.  

Step 2: We agree on a fixed fee plan that suits you (we customise our plans to suit you). We formalise our working partnership.

Step 3: We contact your existing accountant and manage the transfer of data, information and any Xero subscriptions over to us. We setup all jobs for the year.

Step 4: You now sit back and relax and just concentrate on your business.  We manage it all from there!  We provide you with your accounts as per the fixed fee agreement. You don't worry about a thing, unless we tell you to.

MANAGEMENT

REPORTS

 

         ouldn't you love to anticipate issues before they arise?

 

Our management reports:

Highlight strengths and weaknesses

Track trends and KPIs

Provide comparisons to previous years and budgets

Are visually user-friendly and easy to understand

Are customised to your needs

Include an analysed summary

 

 

These reports provide invaluable information that enables you to make informed decisions and understand how your business is performing.

 

We can provide these reports on a monthly, bi-monthly, or quarterly basis and they can be produced at a management or board level.

 

Our reports can be the difference between surviving and thriving.

 

Call us today to find out more about how management reporting can help you.

W

      o you know what your likely income and expenditure are going to be? Do you know if you are going to have enough cash in the bank before the bills are due to be paid this month? You can be proactive in your business by regularly reviewing your budget to actuals to see where you are overspending, allowing you to take immediate action. 

Budgets and cashflow forecasts help with:

 

  • Highlighting times when cash will be tight so you can prepare

  • Giving you sales targets to work towards

  • Keeping your spending in check

  • Understanding your revenue needs to operate your business and produce a profit

  • Obtaining finance from your bank

 

We can prepare a budget for you that includes:

 

Profit & Loss

Balance Sheet

Cashflow Forecast


We can import actuals into our budgets to produce 'Actual vs Budget' reports that are rolling. This means we are always forecasting 12 months ahead. When we update your budget with actuals, it allows you to see how your cash will change each month. 

 

Call us today to find out more.

 

D

BUDGETING &

CASHFLOW FORECASTING

 
 

    axation can be a major cost to your business, which is why we work with you to help increase efficiency, reduce costs and minimise your tax. We provide you with recommendations and advice to help manage your tax liability, without you having to ask us.

 

We also help you understand your financial statements in a language you can relate to. If we are managing your monthly accounts then preparation of your end of year annual accounts/taxation is just that much easier for us and easier and more cost effective for you. 

 

​All our staff are highly experienced, trained and up-to-date with legislation changes and trends. 

We specialise in:

Companies

Individuals

Rentals

Partnerships

Trusts

Call us today to find out how we can manage your annual accounts and taxation.

T

ANNUAL 

ACCOUNTS/

TAX RETURNS

      ur tax reviews allow you to know your potential tax liability in the coming year, enabling you to plan and potentially reduce any IRD use-of-money interest.

 

This not only gives you peace of mind but also confidence to make the most of opportunities you identify because you know your cashflow requirements and there will be no nasty surprises.

 

Our reviews are easy-to-read and understand and are generally undertaken twice a year, in October and February.

 

Call us now to arrange your review.

 

O
 

TAX

REVIEWS

INDICATIVE

BUSINESS

VALUATIONS

        hen you are considering purchasing, selling, expanding or merging your business, you will need to know its worth. You will also need a business valuation if you want to sell shares in your company, or are separating from partners or shareholders.

 

A business valuation helps you plan for your future and gives you a basis for succession planning or exiting options. It ensures you will get the right price for all the effort you have put into building up your business, and helps you to be ready for opportunities that come your way.

 

Call or email Lisa if you would like to know more.

W
 

ACC LEVY

REVIEWS

       id you know there are alternative products available for self-employed and non PAYE shareholder employees? It's called ACC Cover Plus Extra and can save you money. But you have to apply for it.

 

At Sass we understand you don't have time to read all the fineprint about ACC levies and yet, you could be paying more than you should be. We are onto it for you! Our review will check your ACC invoice is correct and that the rate is relevant to your organisation, check you are on the best cover suited to your business, and see where savings can be made.

 

We don't need to be your tax agent to deliver this service.

 

Call us today and you could save money!

D
 

BUSINESS

START-UPS

 

  f you have a good idea for a new business venture, but don't have the knowledge in legal or financial aspects of creating your new business, we can help you.

 

 

We will:

 

Advise you on the best structure for your new business idea 

Assist with business plans 

Assist with cashflow projections and budgets 

Assist with company formation

And much more  

We can help turn your vision into a reality; but we will also help to keep your feet on the ground with solid data, sound advice and concrete planning.

 

Call us today to help turn your business dreams into reality.

I
OUR ADDRESS

Level 4, Rangitane House

2 Main Street

Blenheim 7201

 

Ph: 03 577 7128

Fax: 03 929 3552

Email: info@sass.nz

OUR BROCHURES

©2019 by Sass

  • Black Facebook Icon