We pride ourselves on getting to know our clients and their business.  This enables us to get alongside our clients to help them grow a successful business.

business planning  |  At Leslie & O'Donnell Ltd, we won't predict the future, but we will offer strategic business and financial advice to minimise the risks you face and maximise the potential you know your business has.  Consider us the strategic business partners with your secure financial future our goal.

investment & financial advice  |  There seem to be so many options and alternatives as investments that sometimes planning your financial future goes no further than the proverbial piggy bank.  We can arrange for independent financial advice, through our network of professional contacts who specialise in this area, to develop comprehensive and effective strategies that will strengthen your financial security.

financing advice  |  A wide range of financing options exist, all with their pros and cons. As your strategic business partner we can assist you with securing the best financing option and also to structure debt upon acquisition to maximise tax advantages.

budgeting & cashflows  |  A good budget is one of the best tools to allow you to set financial targets and measure business performance.  Cashflow forecasting is a vital part of ensuring that your business will always have the cash it needs, and are often a prerequisite for funding approval from financiers.   Leslie & O'Donnell can show you how a budget and a cashflow forecast are able to provide feedback to allow you to prepare for the future of your business.

estate & succession planning  |  Unfortunately, one of the necessities in life, and for business owners a succession of ownership is essential in ensuring the long term success of your business.  We can guide you through the process to form a plan that provides for continuation of your business. 

The traditional "bean counting" job.  We provide a range of accounting services for individuals, partnerships, companies and trusts.   Our team will assist you to fulfill your tax obligations and make the process as simple as possible.  This can include wages, GST returns, FBT returns, monthly cashflows, Annual Financial Statements and Taxation Returns and if you are a company it will include meeting all financial reporting standards and disclosures.

preparation of annual financial statements  |  We specialise in working with small to medium sized businesses and assist a variety of businesses from vineyards/wineries to property developers, retailers to farmers.  We work alongside clients to provide tailored information and constructive advice on a regular basis. 

tax advice  |  We can help you with all the various taxes the Government throw at us all – Income Tax, GST, PAYE, FBT, RWT, ACC, etc etc as well as communication with the Inland Revenue Department on your behalf.At Leslie & O'Donnell Ltd we understand just how much work is involved in keeping your business running efficiently.  And you usually have more important things to do than worry about all the changes in the tax laws every year.  That is where we can help.Our goal is to optimise your taxation position.  We help you manage your obligations, making sure you know about your tax liabilities as soon as possible and sending reminders so you pay your tax on time. We will also assist you in setting up and maintaining systems to complete your own GST, PAYE & FBT returns, if you wish.

company administration  |  We take the hassle out of the requirements of the Companies Act 1993.  We will maintain your Company file and ensure that you comply with the requirements for a Registered Office, Minute Books, annual Reports and the various Registers that must be kept.

trust administration  |  Trusts have their own special requirements for record keeping and reporting to the Trustees and Beneficiaries and we will help ensure you meet these requirements.

Leslie & O'Donnell Ltd are a great team of Number Crunchers and are here to help with all your Compliance needs keeping up to date with Inland Revenue requirements.  But.....  We have so much more to offer with a knowledgeable team and clever tools to help you set goals, plan for your future and grow your business.  

Our Service Packages below are an indication of how we can design packages to suit your needs.   We are also able to price the services specific to you and agree to a monthly fee, if this is what you prefer to help cash flow.  Talk to us today about how we can help you Plan for a Prosperous Future.

essentials

Year End Compliance for Small Businesses

  • End of year Financial Accounts
  • Income tax returns
  • Inland Revenue management
  • Tax payment reminder service
  • Annual face to face business review

rental & investment

Year End Compliance for simple Rental & Investment clients

  • End of year Financial Accounts
  • Income tax returns
  • Inland Revenue management
  • Tax payment reminder service

growth

Includes all the necessary plus making a strategic plan and preparing Quarterly Management Reports Analysis to see how you are tracking and help you grow your business.

  • End of year Financial Accounts
  • Income tax returns
  • Inland Revenue management
  • Tax payment reminder service
  • Annual face to face business review
  • Annual profit & cash flow plan
  • Annual tax plan
  • Annual strategic review
  • Quarterly business review

focus

More than Compliance offering an Annual Review & Strategic Plan so you know where to focus in the year ahead

  • End of year Financial Accounts
  • Income tax returns
  • Inland Revenue management
  • Tax payment reminder service
  • Annual face to face business review
  • Annual profit & cash flow plan
  • Annual tax plan
  • Annual strategic review


coach

Dealing with the Essentials plus Monthly management and performance reporting, meetings, and as your business coach, holding you  accountable to the goals that we set together.

  • End of year Financial Accounts
  • Income tax returns
  • Inland Revenue management
  • Tax payment reminder service
  • Annual face to face business review
  • Annual profit & cash flow plan
  • Annual tax plan
  • Annual strategic review
  • Online monthly transaction review
  • Monthly business performance reports
  • Monthly performance dashboard
  • Monthly business review
  • Monthly business improvement alerts

add ons

These are services we can provide for you as required that can be an add-on to your Service Agreement. We can agree a fee as part of your package or you can choose to be invoiced as the Services are required based on time spent.

  • GST processing & filing
  • Payroll
  • Monthly Debtor Management
  • Software Assistance
  • Xero Fees
  • Banklink Fees
  • Bookkeeping Services
  • Debt Collection
  • Company Administration
  • Trust Administration
  • Monthly Creditor Management
 

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