Other valuable services that Kapiti Chartered Accountants provide...
Kapiti Chartered Accountants use their skills and experience to help people like you build successful, sustainable and prosperous futures. This means that our professional services go beyond financial statements and tax returns.
We will sit down with you and discuss your needs, then help you select and implement the most efficient and effective software. We support both Xero and MYOB because different products suit different clients. For some smaller clients a simple spreadsheet may be enough.
Kapiti Chartered Accountants have experience in interpreting complex documents including insurance policies, sale & purchase agreements, shareholder agreements and lease documents. It is important that you understand what the implications of those documents are, as they can have legal, tax and other implications which could stop you achieving your goals.
Whether you have a business a Trust or are an individual, we are all faced with risks on a daily basis. Managing your risks is an important step if you want to achieve your goals. We can help you identify risks and then work out ways you can manage them.
If someone questions your trust, you may have a chance of defeating them, but only if your trust has been well managed. This requires regular meetings of all trustees and written resolutions or deeds to evidence all decisions. Many New Zealand Family Trusts lack appropriate records but the team at Kapiti Chartered Accountants would like to help you get your Trust back on the right track. Family trusts are formed primarily to protect assets. Those families with trusts should regularly review whether the trust is still relevant. The Trust Act 2019 has provided some good guidelines for managing tour trust. We can advise on management and continuity of your trust.
When you are in business with others, we recommend that you have a shareholder constitution and a agreement to document your intentions. These will be valuable if things change or there is a disagreement in the future.
As a director of a company there are records that you are required to hold at your registered office including:
- Minutes & Resolutions for all shareholder meetings.
- Minutes & Resolutions for all directors meetings.
- Interest register to disclose directors interests.
As part of our financial accounting services we will make sure all significant decisions have been documented.
If you want to work with a Chartered Accountant who has a holistic approach, please contact us and book a consultation to discuss your needs.
Our experienced Chartered Accountants are proud to provide more than you might expect
- We can help you select & implement accounting software solutions.
- We can help explain complex documents & help you manage risk.
- We provide secretarial services & advice for Companies and Trusts.
Throughout Wellington, Kapiti and Horowhenua