OUR VALUE

WHO WE ARE

We are chartered accountants and financial experts based in Auckland servicing clients across New Zealand. Our team has over 30 plus years of combined commercial business experience.

Our firm is built on the ideology of excellent and professional service to all clients. We genuinely care about our clients financial well being.

Whilst we are financial experts, we know that business is more than just numbers. Our values, experience and resolve set us apart from the rest. 

Beyond Financials is an invaluable partner to you and your business.

 

New Zealand Wide Service

Auckland Based

Built On Experience, Service and Values

OUR AIM

Our aim is to create value for our clients

Creating value is an inherently cooperative process.  We use our expertise to build and apply customized approaches for your business, to make the most efficient use of your business’s financial resource and information.

OUR CLIENTS

Our clients are the heart of what we do

Our approach and process is driven by the need to exceed clients expectations. We make a client not a sale.

NZ Based Service

We are proudly NZ owned and operated. 

Our staff are all based in New Zealand. We do everything in house in Auckland, New Zealand. 

Free Advice for Clients

General accounting and tax advice is offered free of charge to our clients.

Excellent Communication

We explain everything accounting in non-accounting lingo.

Proactive and Prompt

All queries dealt with promptly within 24 hours.

If a query requires specialised tax research, we will advise on timeframes.

Personalised Service

We pride ourselves on service and truly care for our clients. 

Unlike many accounting firms, we have a personalised approach to our clients. 

One Stop Shop

Whilst many other accounting firms can only offer accounting, we offer everything from administration to full accounting including year accounts, taxes, annual financial statements to CFO services. We are chartered accountants, IRD registered tax agents and Business Intelligence experts.

You do not need an accountant on top of a bookkeeper to have a complete accounting solution. 

We take care of the lot!

Customised Solutions

We understand that one size does not fit all. 

As such we work with our clients to offer customised packages. 

Whether you need just some of our services or all of them - we will work out a competitive package for you.

Flexibility

We work with you to make all our services easy and hassle free.

We can adapt to your organisations procedure and processes or suggest out stream lined approach to data and information transfer. 

We can even have our staff visiting your offices!

WHAT WE ARE ALL ABOUT

TRUE BUSINESS PARTNER 

We are what we say ‘a True Business Partner’.

As your business partner, we promise:

  • Open and Friendly Conversations
  • Accuracy that reflects the truth
  • Empowering your managers to use information to drive growth and success
  • Transparency through all negotiations
  • Focus on realistic actions
  • Efficiency and Competence
  • Accessibility to ensure your needs are met
 

We pride ourselves in being respected and successful business partners and deliver outcomes with integrity and high work ethics that will be invested in your business.

COMMUNICATION  & EXCELLENT SERVICE

We have years of experience building relationships based on good communication and excellent service in various business functions e.g. Commercial, Marketing, IT, HR, Finance and Non-profit organisations.

Our communication is:

  • Easy to understand
  • Courteous and friendly
  • Sometimes challenging, yet constructive
  • Honest and open
  • Involved and proactive
  • Delivering high levels of expertise
  • Placing your business growth at the heart of it all
 

Our service values are Endurance, Passion, Determination and the Desire to Improve.

COMPREHENSIVE SOLUTIONS 

We manage everything from basic bookkeeping and administration to financial reporting, management reporting and analysing data to supply you with insights and assist you with strategic business decisions to ensure growth.

Our aim is to:

  • Free you up to focus on your business and offers you convenience
  • Assure you that your data (financial and non-financial) are being interpreted and presented accurately
  • Be you one stop shop for anything business related
  • Be your trusted advisor
 
Our Virtual CFO solutions are world class and really enable us to help you.
ANALYTICS & GROWTH

Our business intelligence capabilities set us apart from the rest. With proper insights, we can help you steer your business in the right direction both online and offline.

We aim to help you:

  • Be proactive and effective
  • Gain a full view of your business across all channels
  • Improve your business strategies
  • Grow your business online successfully and in a sustainable manner
  • Value success across your business functions
 

If a client is interested in growth, we aim to grow them exponentially and effectively. 

TRUE BUSINESS PARTNER 

We are what we say ‘a True Business Partner’.

The long-term success of your business is what we have in mind when we step into a Business Partner role.

We are honest and direct to ensure you achieve your business goals.

As your business partner, we promise:

  • Open and Friendly Conversations
  • Accuracy that reflects the truth
  • Empowering your managers to use information to drive growth and success
  • Transparency through all negotiations
  • Focus on realistic actions
  • Efficiency and Competence
  • Accessibility to ensure your needs are met
 

We pride ourselves in being respected and successful business partners and deliver outcomes with integrity and high work ethics that will be invested in your business.

COMMUNICATION  & EXCELLENT SERVICE

Communication is the heart of every organisation – therefore our aim is to clearly communicate and deliver excellent service to you, your stakeholders, customers and employees.

We have years of experience building relationships based on good communication and excellent service in various business functions e.g. Commercial, Marketing, IT, HR, Finance and Non-profit organisations.

Our communication is:

  • Easy to understand
  • Courteous and friendly
  • Sometimes challenging, yet constructive
  • Honest and open
  • Involved and proactive
  • Delivering high levels of expertise
  • Placing your business growth at the heart of it all
 

Our service values are Endurance, Passion, Determination and the Desire to Improve.

COMPREHENSIVE SOLUTIONS 

Running a business can be time consuming and overwhelming.

Our comprehensive solutions offers your business relief from the day-to-day accounting hassles.

As your trusted advisor, we manage everything from basic bookkeeping and administration to financial reporting, management reporting and analysing data to supply you with insights and assist you with strategic business decisions to ensure growth.

The benefits you get from this:

  • Free you up to focus on your business and offers you convenience
  • Assures you that your data (financial and non-financial) are being interpreted and presented accurately
FOCUS ON ANALYTICS

“The goal is to turn data into information, and information into insight.” – Carly Fiorina, former executive, president, and chair of Hewlett-Packard Co.

Most companies have a lot of data but do not know how to access, read or use it.
But data is playing a critical role in decision-making, resource, marketing and expansion.

With proper insights, you can steer your business in the right direction.

The benefits of insights can help you to:

  • Be proactive and effective
  • Gain a full view of your customers across all channels
  • Personalise your customer engagement and marketing
  • Improve your Social media strategies
  • Value success across your business functions
 

It is important to treat your data as a strategic asset.  Analytics is about making good business decisions.

GET YOUR BUSINESS ON THE PATH TO FINANCIAL SUCCESS

Partner with a team of industry leading experts who will provide expert advice and guidance for your business.