Local accountants
Helping local business
Tell Me More

What We Do

A good accountant does more than just taxes. We're here to help you achieve your business goals.

Review

We always start with a free client review meeting. It’s all about you, your business and where you want it to take you.

Sort the boring bits

Every New Zealand business has tax compliance to do. We help you sort your obligations as quickly and painlessly as possible.

Better business

Our focus is the same as yours. Whether you want more money, more time, or something else, we’ll help you achieve your goals.


New client? Current client who hasn't had your meeting yet this year?


Book your free 60 minute review today - 07 578 0489 | sandra@ioca.co.nz

Services

Not sure what your needs are? Take advantage of a complimentary initial meeting with one of our accountants.

The Complimentary Client Review Meeting

As a valued client, you’ll receive at least one Complimentary Client Review meeting (CCR). In fact, this is an annual event for a number of our clients. The CCR is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you respond effectively. And of course, it’s an opportunity for our team to identify greater tax efficiencies and asset protection.

More info on The Complimentary Client Review Meeting

Tax Compliance

Reporting, annual returns, GST, PAYE, ACC - all the jobs you typically think of your accountant handling. Reduce the stress of your business tax compliance with the help of a team that thinks about it all the time.

More info on Tax Compliance

Business Planning

A great business planning process gets to the heart and soul of your business. Upon completion of ‘pre-work’ we’ll have a greater understanding of your vision and core values in order to facilitate a four hour planning session to help you create a clear Business Plan.

The outcome of this service is to identify and prioritise goals, both short term and long term, create strategies to achieve your goals, enable you to review actual performance against targets and establish a 90 day action plan to address immediate and critical issues.

Importantly, this process eliminates a factor that is all too common in business - procrastination.

More info on Business Planning

Organisational Review

Many businesses do not have absolute clarity around their team’s defined roles and responsibilities. This often results in owners wearing too many ‘hats’, meaning they have precious little time to spend in a strategic sense, or on high-level activities that create real value for the business.

An Organisation Review will help you to build a functional organisation chart, visually defining departments, functions, roles and responsibilities. We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.

More info on Organisational Review

Quarterly Business Coaching

As a business owner you can at times feel alone and unsupported, spending little time working on your business and trapped in the day to day technical aspects. Our quarterly Business Coaching service provides you with increased accountability and support so that you achieve the results you want from your business. The outcomes include increased profitability and cash flow, customised reporting templates to measure actual performance against forecasts and access to an expert sounding board to ensure you continue working towards your goals.

More info on Quarterly Business Coaching

Trust Review

The robustness of family trusts is coming under considerable scrutiny as a result of the recent Law Commission review, resulting in a massive wakeup call for Trustees. Our Trust Review service examines your trust set up, identifies any administration gaps, ensures your Trust is compliant with legislation and that trustees are meeting their obligations.
We’ve developed a number of resources and templates to help you to understand this complicated topic and to help you develop an effective Memorandum of Wishes. Most importantly, this service provides a framework to ensure your Trust is meeting its objectives.

More info on Trust Review

Life Organiser

The Life Organiser has been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death. It is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business details that should be documented and stored securely.

You can simply purchase the Life Organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate. Upon completion of your Life Organiser we’ll store an electronic copy for you - to be reviewed annually when we meet to discuss your financials.

More info on Life Organiser

Proactive Accounting Meeting

If you’re keen to improve your business performance and financial results but don’t feel you are being supported enough by your current accountant - give us a call. We’ll arrange a complimentary Proactive Accounting Meeting to review your unique situation and discuss how we may be able to support you.

During the meeting we’ll identify your burning issues, opportunities and potential tax efficiencies, and establish goals and strategies to achieve them. We’ll also have a strategic discussion around the current and future direction of your entities.

Following the meeting, if required, we’ll prepare a proposal for services, with all costs priced upfront, whether this be strictly for Business Development work and / or compliance.

More info on Proactive Accounting Meeting

Key Performance Indicators (KPI) Improvement Coaching

We’ve developed this service to enable business owners to understand the key drivers in their business. The better you understand your business, the easier it will be to increase your profits and free up cashflow.

First, we’ll help you establish what your key drivers are. These may be financial (e.g. gross profit margin), or non-financial (e.g. customer satisfaction ratings). We’ll teach you how to measure each KPI and set improvement targets. Once you’re confident measuring each KPI we’ll provide monthly coaching to help you implement a tactical plan focusing on the business processes and behavioural changes required to ensure improvement.

Investing a little time each week and making simple changes can dramatically improve your KPIs, thus positively impacting your business performance and personal life.

More info on Key Performance Indicators (KPI) Improvement Coaching

Financial Awareness Coaching

We’ll help you to understand your business better, enabling you to better manage your cash flow. Good management decisions rely on a sound understanding of the financial implications for your business. This service involves meeting with us every two months to discuss your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.

More info on Financial Awareness Coaching

Bookkeeping

Quality accounting advice relies on complete and accurate records. Unfortunately quality record keeping doesn’t start when you walk through our door with your records, it starts back in your own business. If bookkeeping feels like a chore, is taking longer than you think it should, and distracting you from actually running your business then we can help.

More info on Bookkeeping

Our Story

A niche practice with a focus on quality client relationships.

When we set the practice up we knew we wanted to have a good working relationship with clients. We think that’s what has made the difference for us each year since 1998.

Clients who work best with us want to work with an accountant in a broader sense than just Tax Compliance.

We always want to talk about the aspirations that clients have beyond their business – their personal and family goals. Are they driven by freedom? Are they searching for financial independence? What kind of help do they want to provide their children?

Because every client has a different answer we don’t try and force a ‘one-size-fits-all’ solution.

We work hard to stay up to date with changes to accounting rules and business management tools. We also see 1500+ tax returns and 500 businesses a year so we can tell what’s hot and what’s not in the local economy. We try and inject the best of that learning into our client base.

We're proud that we are an Approved Training Organisation and have the pleasure and responsibility of training new accountants. Today we have two different generations of accountants working here. This helps us stay up to date with fresh new ideas…and we have an accountant with just the right amount of grey hair to match each client!

- Daryl & Sandra Bonney

Our Amazing Team

Proud to call Tauranga home and help those that do so too. You might recognise members of our team from sports clubs, boards, school committees, churches and other community organisations around Tauranga.

Daryl Bonney

Daryl Bonney

Principal | Chartered Accountant

Matt Solomona

Matt Solomona

Chartered Accountant

Mark Weston

Mark Weston

Associate Chartered Accountant

Sallie Scott

Sallie Scott

Client Manager

Tina Riddington

Tina Riddington

Client Manager

Pip Gleave

Pip Gleave

Admin & Process Support

Rikki-Lee Harrison

Rikki-Lee Harrison

Client Manager

Josh Rasiga

Josh Rasiga

Client Manager

Sandra Bonney

Sandra Bonney

Office Manager

Sam Bonney

Sam Bonney

Marketing, Bookkeeping, Integrations & Special Projects

Help

Resources to help our clients get things done

Downloading CSV's

From time to time we may request a CSV file from your online banking. It can be confusing if you don't do it regularly. We put together this guide to help.

More info on Downloading CSV's

Contact Us

Message, ring or drop by to see us.

Invisible Office Chartered Accountants


95 Devonport Rd, Tauranga


Hours:

8.30am to 6pm Mon - Wed, Fri

8.30am to 5pm Thurs


Post: PO Box 15-069, Tauranga 3144, New Zealand

Phone: +64 7 578 0489

Fax: +64 7 578 0490

Email: info@ioca.co.nz