Baqir and the team have completely changed how we look at our rental portfolio. They explained the tax side in plain English, restructured our ownership before we bought again, and saved us far more than their fee. We finally feel like we know what's going on!
Who We Help
Accounting for established New Zealand businesses
More Revenue Often Means More Complicated Decisions
You may know your industry inside out and still find yourself wondering
- Why are our tax bills still catching us by surprise?
- How much cash should we actually be keeping in the business?
- Are we becoming more profitable, or simply generating more revenue?
- Can we comfortably afford another employee?
- Is now the right time to make a major investment?
- What will our cash position look like six months from now?
- Are there legitimate opportunities to reduce our tax?
- What do our financial statements actually tell us about the health of the business?
- Are our numbers strong enough if we need finance?
- Why do I only seem to hear from my accountant when something needs filing?
The bigger your business becomes, the more expensive it can be to make these decisions without reliable financial information.
Finex provides proactive accounting, tax and advisory support to help established New Zealand businesses stay ahead of their obligations, understand their numbers and make better-informed decisions as they grow.
Established Businesses We Help
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Stay focused on winning listings and serving clients while Finex helps keep your tax, accounting and financial obligations under control.
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Give your own finances the same attention you give your clients, with accounting support that helps you understand your numbers and stay ahead of tax.
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Keep the financial side of your growing property management business organised while you focus on managing properties, clients and your team.
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Get greater clarity around the income, expenses and tax obligations behind your Airbnb or boarding house operation.
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Keep your financial and accounting responsibilities organised with professional support that makes the numbers easier to manage and understand.
Is Your Business the Right Fit for Finex?
Finex is built to support established New Zealand businesses that have moved beyond the start-up stage and need more from their accountant than basic year-end compliance.
We could be a particularly good fit if:
NZ$500K+ Annual Revenue
Your business is generating at least $500,000 in annual revenue and your financial needs are becoming more substantial.
Established, Not Just Starting Out
You've moved beyond the start-up phase and now have an established operation that needs reliable accounting support behind it.
Ongoing Accounting Needs
You need regular support with areas such as bookkeeping, GST, payroll, annual accounts and tax — not simply a one-off return at the end of the year.
Your Business Is Becoming More Complex
Growth brings bigger financial decisions, more moving parts and a greater need to understand your numbers, cashflow and tax position.
You Want an Ongoing Accounting Relationship
You're looking for an accountant who understands your business and can provide ongoing support rather than only appearing when another filing deadline arrives.
You've Outgrown Your Current Accountant
Perhaps communication isn't good enough, the service no longer matches what you're paying, or your accountant simply isn't the right fit for the size and complexity of the business you've built.
Services
Accounting & Financial Statements
Accurate accounts and financial statements that meet your obligations while giving you a clearer understanding of your company's performance.
Tax Planning & Compliance
Stay on top of your New Zealand tax obligations while identifying legitimate opportunities to minimise unnecessary tax.
GST
Keep your GST reporting accurate and up to date, with better visibility around upcoming obligations.
Bookkeeping
Maintain reliable financial records without allowing day-to-day bookkeeping to consume your time.
Payroll
Keep your people paid correctly and stay on top of your ongoing payroll responsibilities.
Cash-Flow Forecasting
Look beyond today's bank balance and get a clearer picture of how cash may move through the business in the months ahead.
Business Advisory
Get practical financial insight when you're considering growth, investment, funding or other important business decisions.
Financial Reporting for Finance
Get the financial statements and projections you may need when seeking business funding or dealing with lenders.
Trusted by New Zealand property owners
80+ five-star Google reviews
Switching accountants felt daunting but Finex handled the whole transfer. Everything was done for us and our first year end was the smoothest we've had. Fixed fees mean no nasty surprises either.
Proactive is the right word. They contact us before deadlines, flag tax we should plan for and are always happy to take a call when a decision comes up. Our previous accountant only appeared once a year.
We run a small building company and the cashflow projections have been a game changer. We now know what's coming three months out and can price jobs with confidence.
Genuine property specialists. They knew the bright-line and interest rules inside out and made sure we structured our second purchase properly from day one.
Clear advice, fast replies and no charge every time you pick up the phone. Joanna has been fantastic with our GST and payroll and it's simply not something I think about any more.
How It Works
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01
Tell Us About Your Business
Complete our enquiry form and tell us about your company, current accounting arrangements and the support you're looking for.
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02
Let's Understand What You Need
We'll review your circumstances and determine where Finex may be able to provide the right accounting, tax or advisory support.
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03
Move Forward With the Right Support
If we're a good fit, we'll recommend an appropriate level of support based on your business and its requirements.
FAQs
Frequently asked questions
Still have a question? We're happy to answer it before you commit to anything.
My current accountant files everything on time. Why would I need anything more?
You may not. If your business only requires compliance support and you’re happy with your current relationship, that may be enough. However, as businesses grow, owners often begin needing more visibility around tax, cash flow and financial performance, as well as access to advice when important decisions arise. That’s where a more proactive accounting relationship can become valuable.
How do I know if we’ve outgrown our current accountant?
A common sign is that the complexity of your financial decisions has grown while the support you’re receiving hasn’t. If you’re dealing with larger tax obligations, employees, GST, cash-flow planning, finance or significant growth decisions but still only speaking with your accountant around year-end, it may be worth reconsidering what you need from the relationship.
Can you help us legally reduce our tax?
Yes. Finex helps clients identify legitimate tax-planning opportunities while remaining compliant with New Zealand tax rules and IRD requirements.
The objective is to make sure you’re not unnecessarily paying more tax because of poor planning, not to chase aggressive strategies that create unnecessary risk.
Can Finex help with cash-flow forecasting?
Yes. Cash-flow projections are one of the advisory services Finex provides. Forecasting can give you better visibility over expected cash movements and help identify potential pressure points before they become urgent.
Can you help if we’re looking for business finance?
Finex can assist with financial statements and cash-flow projections where financial information is required in connection with funding. Exact requirements will depend on your circumstances and what the lender or finance provider requires.
Do you only work with property businesses?
No. Property is an important specialist area for Finex, but we also provide ongoing accounting, tax and advisory support to established New Zealand businesses operating outside the property sector.
What size businesses do you work with?
Finex is particularly interested in established businesses requiring ongoing accounting and financial support. The right fit depends on more than turnover alone, so we’ll consider your business, complexity and the level of support you need when reviewing your enquiry.
Is changing accountants difficult?
Usually, it’s more straightforward than business owners expect. If you choose to work with Finex, we’ll explain what information is required and help make the transition as smooth as possible.
Next Step
You've Built a More Sophisticated Business. Get the Accounting Support to Match.
Don't wait until year-end to understand what's happening financially. Get proactive accounting support that helps you stay ahead of tax, understand your numbers and make important business decisions with greater confidence.