Our Offerings

The first step in our engagement is to start with a strong foundation. We will ensure everything is brought up-to-date then launch our partnership in a way that aligns both business and family goals. If you're ready to hop on Te Mana bus Contact us. We promise it may be uncomfortable and bumpy at times but it will all be worth it.

 

Building Strong Foundations

  • Annual Accounts are they up-to-date.

  • Budget and Forecasting to track progress

  • Bookkeeping Services to keep good financial records

  • Business Structure Review does mine fit with where im heading.

  • Cash Flow Management - 7 ways to have cash in your bank.

  • Charitable organisation accounts what else do we need to know?

  • Client Auditor support

  • Company office and set up  support - do it right.

  • Filing GST Return - accurately, ontime, everytime.

  • Filing Income Tax Return - paying the right amount no more.

  • Working for Families Calculations

  • Xero Conversions and Training

 

 

Building Mana 

  • Asset analysis – Lease v Buying which is beter for my situation.

  • Business Coaching, Diagnostic, Mediation and Planning - being your accountability partner.

  • Buying and Selling a Business best practices.

  • Finance Application Assistance with our Bank and Broker partners.

  • Monthly/Quarterly Board of Directors Facilitation

  • Property Purchase strategies

  • Risk Management and Business Continuity Plans

  • Tax Management, Reviews and Advisory

  • Trustee Services

  • Wealth Creation

Building our community 

  • Take the test - is it time to start your own business or not?

  • New to business program.

  • Personal and Business Budgets

  • Business set up. What do i do first?

  • Understanding your Financials.

  • Understanding tax, gst, provisional tax etc

  • One on one new to business coaching

  • Wealth Creation planning

  • Xero support and training etc

  • Pay it Forward - client referral program

 

YORKE STONE & ASSOCIATES
Level 1
9 Reyburn Street,
Whangarei

 

CONTACT:
Phone: 09 4597574
Fax: 09 4597573
Email: admin@yorkestone.co.nz

 

HOURS
Mon - Fri: 8:00am - 4:30pm

After hours by appointment


 

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