White-label annual accounts and tax preparation.
Extend capacity while retaining client ownership, technical judgement, review, advice, filing and professional sign-off.
Discuss firm supportBuilt around the New Zealand buyer
Different New Zealand teams need different kinds of preparation capacity.
An accounting practice should not be onboarded like a small business, and a portfolio of annual accounts should not be managed like a one-off Xero clean-up.
Reliable bookkeeping and GST preparation.
Keep the ledger current throughout the year and provide a cleaner file to the New Zealand accountant at each deadline.
Discuss business supportConsistency across New Zealand entities.
Standardise annual accounts checklists, GST workpapers, reconciliations, file naming and reviewer query logs.
Discuss portfolio workflowsSupport for annual accounts peaks.
Use a controlled pilot and agreed templates to add preparation capacity during high-volume New Zealand year-end periods.
Discuss seasonal supportResponsibility model
Preparation can be remote. New Zealand judgement and control stay visible.
Client or firm
Approves scope, access, records, deadlines and the person responsible for final decisions.
Overseas Accounting
Prepares reconciliations, schedules, draft data and a documented list of open matters.
New Zealand reviewer
Applies professional judgement, advises the client, approves treatment, files and signs where required.
One-country operating model
Discuss the model