How We Help
Annual Accounts & Financial Statements
Accounts you can read, not just file
Your annual accounts are the one document that shows what a whole year of work produced. Prepared properly, they tell you which parts of the business earn their keep, where the money went and what your position looks like to a bank or a buyer.
We prepare annual accounts and financial statements for companies, trusts, partnerships and sole traders throughout New Zealand — compliant, on time, and delivered with a conversation rather than an email attachment.
More than accounts to put in a drawer
Most business owners receive their accounts several months after balance date, sign where indicated and never look at them again. The document is treated as a compliance obligation rather than information — which is a waste, because it's the most complete picture of your business anyone will produce all year.
We work the other way around. The accounts get prepared accurately because they have to be, then we sit down and go through what they say: what changed, what it cost, what's improving and what needs attention before the same thing happens again next year.
- Prepared to New Zealand reporting standards, ready for IRD and your bank
- Reconciled against your bookkeeping so the numbers actually agree
- Delivered with a walkthrough, not just a PDF
- Filed alongside your tax return so the two are consistent
See the business behind the numbers
Revenue & Performance
How much the business actually earned, how that compares to last year, and which income streams are growing rather than just staying busy.
Profitability
What's left after costs — in dollars and as a margin. This is where two businesses with identical turnover turn out to be completely different propositions.
Assets & Liabilities
What the business owns and what it owes, including how much of your equity is real and how much is borrowed against property values.
Costs & Expenses
Where the money went, broken down so you can see which costs moved, which ones crept up quietly and which ones are no longer earning their place.
Year-on-Year Position
The comparison that matters most. One year of accounts is a snapshot; two is a direction, and the direction is what you make decisions on.
Financial Information for Third Parties
Banks, lenders, investors and prospective buyers all want to see the same document. Accounts prepared properly make those conversations shorter and the answers better.
Who can Finex help?
- Companies of any size needing annual financial statements
- Property investors holding rentals in a company, trust or LTC
- Trusts with reporting and minimum standards obligations
- Partnerships splitting income between partners
- Sole traders and contractors who want a proper set of accounts
- Businesses applying for lending who need statements a bank will accept
- Owners preparing to sell, restructure or bring in a partner
Why choose Finex for your annual accounts?
Property specialists
Property is not a sideline for us. Bright-line, interest deductibility, GST on developments and trading stock are everyday territory, not something we look up when it comes up.
Fixed fees, agreed up front
You know what you're paying before we start. No surprise invoices and no meter running when you pick up the phone with a question.
Contact through the year
We keep in touch rather than appearing once a year at filing time, so decisions get made with advice attached instead of afterwards.
Chartered Certified
Finex is an ACCA practice. The work is reviewed, the standards are enforced and your filings are done properly the first time.
The same team every year
You deal with people who already know your structure and your history, not whoever happens to pick up the file this season.
Next Step
Get a clearer picture of your business
Tell us about your entity and your balance date and we'll come back with a fixed fee and a timeline for getting your accounts done properly.